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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1301
Legacy Financial Advisors
Kentucky
$491K +$171K +2,281 +52%
5W
1302
5T Wealth
California
$491K +$496K +6,630 New
CGA
1303
Crescent Grove Advisors
Illinois
$490K -$52.4K -700 -10%
MA
1304
MCF Advisors
Kentucky
$489K -$37.3K -499 -7%
SEIA
1305
Signature Estate & Investment Advisors
California
$489K +$374 +5 +0.1%
RCAG
1306
Rehmann Capital Advisory Group
Michigan
$488K -$13.5K -181 -3%
IFPG
1307
Intrepid Financial Planning Group
Indiana
$486K – – –
AFP
1308
Ausdal Financial Partners
Iowa
$486K +$154K +2,062 +46%
CA
1309
Carson Advisory
Georgia
$485K – – –
EFG
1310
Everhart Financial Group
Ohio
$484K +$78.6K +1,050 +19%
BCM
1311
Brookstone Capital Management
Illinois
$483K -$145K -1,941 -23%
DFCM
1312
Dark Forest Capital Management
Puerto Rico
$477K -$6.51K -87 -1%
NHT
1313
New Hampshire Trust
New Hampshire
$477K -$5.39K -72 -1%
MCB
1314
Morton Community Bank
Illinois
$475K -$165K -2,209 -26%
CWM
1315
Cornerstone Wealth Management
Missouri
$475K -$41.3K -552 -8%
BWP
1316
BSW Wealth Partners
Colorado
$474K +$41.5K +554 +9%
WB
1317
WesBanco Bank
West Virginia
$472K +$159K +2,120 +50%
SWA
1318
Sax Wealth Advisors
New Jersey
$469K -$30.1K -402 -6%
FIM
1319
FWL Investment Management
Texas
$467K +$104K +1,396 +28%
SWP
1320
Sagespring Wealth Partners
Tennessee
$467K +$472K +6,304 New
BPW
1321
Bingham Private Wealth
California
$464K +$469K +6,268 New
CCG
1322
Coastwise Capital Group
California
$463K +$15.6K +208 +3%
BIP
1323
Blueprint Investment Partners
North Carolina
$463K +$468K +6,258 New
EW
1324
Evoke Wealth
California
$463K +$22.4K +299 +5%
GIA
1325
Gladstone Institutional Advisory
Florida
$462K +$9.28K +124 +2%
51 52
53
54 55