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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOO
1301
First National Bank of Omaha
Nebraska
$434K -$1.65M -25,036 -82%
JFG
1302
Jefferies Financial Group
New York
$434K -$9.05M -137,476 -96%
ASG
1303
Ariston Services Group
California
$434K – – –
FWP
1304
FAS Wealth Partners
Kansas
$432K -$185K -2,810 -32%
MSRI
1305
Michael S. Ryan Inc
New York
$431K -$4.15K -63 -1%
TA
1306
Tactive Advisors
Florida
$430K +$392K +5,951 New
AAS
1307
Annex Advisory Services
Wisconsin
$430K +$66.6K +1,011 +20%
MWA
1308
Moser Wealth Advisors
Washington
$429K +$75.7K +1,150 +24%
CIA
1309
Capital Investment Advisors
Georgia
$426K -$72.8K -1,106 -16%
EW
1310
Evoke Wealth
California
$425K +$387K +5,881 New
AAS
1311
Ameritas Advisory Services
Nebraska
$425K +$66.8K +1,015 +21%
OIM
1312
Orca Investment Management
Oregon
$425K -$54.3K -824 -12%
KP
1313
Keel Point
Alabama
$424K +$27.5K +417 +8%
CFGS
1314
Concourse Financial Group Securities
Alabama
$422K +$12.5K +190 +3%
MWM
1315
Massachusetts Wealth Management
Massachusetts
$421K +$18.1K +275 +5%
MWA
1316
Monograph Wealth Advisors
California
$421K -$4.94K -75 -1%
NHT
1317
New Hampshire Trust
New Hampshire
$420K – – –
WAS
1318
WESPAC Advisors SoCal
California
$420K – – –
BJL
1319
Brighton Jones LLC
Washington
$418K +$59.3K +901 +18%
LAM
1320
L2 Asset Management
Massachusetts
$418K +$24.1K +366 +7%
AC
1321
Abbrea Capital
California
$418K +$9.35K +142 +3%
DI
1322
Diligent Investors
California
$417K -$13.2K -201 -3%
SHGA
1323
Sand Hill Global Advisors
California
$416K – – –
WF
1324
Welch & Forbes
Massachusetts
$415K – – –
RWP
1325
Ridgecrest Wealth Partners
California
$415K +$4.15K +63 +1%
51 52
53
54 55