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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1301
KRS Capital Management
Michigan
$352K +$31.3K +598 +11%
RSWM
1302
Robertson Stephens Wealth Management
California
$350K -$306K -5,848 -49%
FLI
1303
Family Legacy Inc
South Carolina
$349K +$4.14K +79 +1%
SIA
1304
Schechter Investment Advisors
Michigan
$348K -$47.3K -903 -13%
FANJ
1305
Financial Architects (New Jersey)
New Jersey
$347K -$10.2K -195 -3%
AWAP
1306
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$347K +$61.6K +1,177 +24%
BWM
1307
Baron Wealth Management
Michigan
$347K +$321K +6,124 New
WI
1308
Wintrust Investments
Illinois
$347K -$13.1K -250 -4%
FA
1309
Fagan Associates
New York
$347K +$39.3K +750 +14%
CHAM
1310
Clear Harbor Asset Management
Connecticut
$346K +$37.3K +712 +13%
MGWM
1311
Marks Group Wealth Management
Minnesota
$344K +$18.9K +360 +6%
TSWM
1312
Triangle Securities Wealth Management
North Carolina
$344K -$23.8K -455 -7%
AWM
1313
Atticus Wealth Management
Florida
$342K -$333K -6,365 -51%
EWA
1314
Encompass Wealth Advisors
Oregon
$340K +$105K +2,000 +50%
MFG
1315
Menard Financial Group
Texas
$340K -$350K -6,677 -53%
AFP
1316
Ausdal Financial Partners
Iowa
$340K +$97K +1,851 +45%
SGCA
1317
Steel Grove Capital Advisors
Tennessee
$339K +$43.6K +833 +16%
TWP
1318
Tempus Wealth Planning
California
$339K +$81.6K +1,558 +35%
AFA
1319
Atlas Financial Advisors
California
$337K +$311K +5,940 New
BAM
1320
Boyar Asset Management
New York
$336K – – –
DC
1321
Diametric Capital
Massachusetts
$336K +$311K +5,933 New
FC
1322
Fusion Capital
South Carolina
$336K +$43.9K +839 +16%
RWA
1323
Ropes Wealth Advisors
Massachusetts
$335K -$157 -3 -0.1%
VWA
1324
V Wealth Advisors
Kansas
$334K +$19.5K +373 +7%
MHR
1325
Matthew Hamilton Rosenberg
$334K -$21.3K -407 -6%
51 52
53
54 55