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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1301
Sage Mountain Advisors
Georgia
$470K +$87K +1,178 +23%
FLI
1302
Family Legacy Inc
South Carolina
$465K – – –
AWA
1303
Arete Wealth Advisors
Illinois
$464K +$465K +6,298 New
CIA
1304
Capital Investment Advisors
Georgia
$464K +$29.3K +397 +7%
MWM
1305
Mission Wealth Management
California
$462K -$68.4K -926 -13%
KWM
1306
Kingsview Wealth Management
Oregon
$462K +$1.85K +25 +0.4%
SEIA
1307
Signature Estate & Investment Advisors
California
$461K +$462K +6,251 New
DI
1308
DAGCO Inc
Ohio
$461K – – –
EWA
1309
Encompass Wealth Advisors
Oregon
$457K – – –
SFS
1310
Strategic Financial Services
New York
$456K +$457K +6,184 New
FRM
1311
Fox Run Management
Connecticut
$455K -$1.24M -16,802 -73%
AT
1312
Arden Trust
Delaware
$454K -$11.2K -152 -2%
PL
1313
Perpetual Ltd
Australia
$453K -$6.87K -93 -1%
JAG
1314
Journey Advisory Group
Kentucky
$453K -$29.5K -400 -6%
FCA
1315
FLC Capital Advisors
California
$452K – – –
MWM
1316
Massachusetts Wealth Management
Massachusetts
$451K +$22.2K +300 +5%
AFT
1317
Alpha Family Trust
California
$447K – – –
AIA
1318
Alera Investment Advisors
Illinois
$447K +$448K +6,061 New
MAC
1319
Mason & Associates (California)
California
$443K – – –
PI
1320
Parkside Investments
Illinois
$442K -$443K -6,000 -50%
ASG
1321
Ariston Services Group
California
$438K -$4.06K -55 -0.9%
LFM
1322
LGT Fund Management
Liechtenstein
$437K +$438K +5,926 New
MWA
1323
Moser Wealth Advisors
Washington
$437K – – –
MSRI
1324
Michael S. Ryan Inc
New York
$436K -$3.03K -41 -0.7%
SHFA
1325
SS&H Financial Advisors
Michigan
$435K +$436K +5,899 New
51 52
53
54 55