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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1326
Mission Wealth Management
California
$462K -$20.8K -278 -4%
MAC
1327
Mason & Associates (California)
California
$461K – – –
FLI
1328
Family Legacy Inc
South Carolina
$460K -$748 -10 -0.2%
KFP
1329
KMG Fiduciary Partners
Ohio
$459K -$72.9K -974 -14%
SFS
1330
Strategic Financial Services
New York
$458K – – –
JAG
1331
Journey Advisory Group
Kentucky
$453K – – –
PTC
1332
Petrus Trust Company
Texas
$452K +$457K +6,106 New
MAM
1333
Milestone Asset Management
Pennsylvania
$451K +$48.7K +651 +12%
SIM
1334
Sentry Investment Management
Wisconsin
$450K -$74.1K -990 -14%
WQ
1335
Wealth Quarterback
New Jersey
$450K +$7.26K +97 +2%
AFT
1336
Alpha Family Trust
California
$449K – – –
MWA
1337
Monograph Wealth Advisors
California
$449K +$18.8K +251 +4%
MWM
1338
Meridian Wealth Management
Kentucky
$448K -$281K -3,759 -38%
ACM
1339
Avalon Capital Management
California
$447K -$6.81K -91 -1%
GS
1340
GWN Securities
Florida
$444K +$407K +5,445 New
MSRI
1341
Michael S. Ryan Inc
New York
$444K +$10.8K +144 +2%
TSMHT
1342
Thurston Springer Miller Herd & Titak
Indiana
$444K +$12.9K +172 +3%
MWA
1343
Moser Wealth Advisors
Washington
$441K -$4.86K -65 -1%
PCP
1344
Proficio Capital Partners
Massachusetts
$441K +$446K +5,959 New
LAM
1345
L2 Asset Management
Massachusetts
$440K -$49.4K -660 -10%
MG
1346
Mather Group
Illinois
$438K +$1.57K +21 +0.4%
SHFA
1347
SS&H Financial Advisors
Michigan
$437K – – –
BEI
1348
Benjamin Edwards Inc
Missouri
$434K -$20.7K -276 -4%
TWP
1349
Tempus Wealth Planning
California
$434K -$26.9K -360 -6%
KWAG
1350
Kiely Wealth Advisory Group
North Carolina
$432K – – –
52 53
54
55 56