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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
1326
Verity Asset Management
North Carolina
$656K -$648K -7,733 -52%
TWPM
1327
Total Wealth Planning & Management
Florida
$656K -$3.94K -47 -0.6%
CAG
1328
Csenge Advisory Group
Florida
$655K +$44.6K +533 +8%
IAIM
1329
International Assets Investment Management
Florida
$655K -$211K -2,521 -26%
PTP
1330
Platform Technology Partners
New York
$654K +$25.1K +300 +4%
EI
1331
Ellevest Inc
New York
$653K +$15.6K +186 +3%
TC
1332
TAGStone Capital
North Carolina
$651K +$1.68K +20 +0.3%
RIM
1333
RW Investment Management
Idaho
$650K -$4.19K -50 -0.7%
TCM
1334
Traynor Capital Management
Pennsylvania
$649K +$7.96K +95 +1%
BCG
1335
BayBridge Capital Group
California
$648K -$1K -12 -0.2%
MA
1336
MJP Associates
Connecticut
$648K +$369K +4,410 +164%
WWM
1337
Whalen Wealth Management
Nevada
$647K +$594K +7,089 New
HBS
1338
Howard Bailey Securities
Indiana
$646K -$17.8K -213 -3%
TSMHT
1339
Thurston Springer Miller Herd & Titak
Indiana
$643K +$18.1K +216 +3%
NRS
1340
Neville Rodie & Shaw
New York
$643K – – –
PAP
1341
Persistent Asset Partners
Hong Kong
$643K +$590K +7,043 New
BEI
1342
Benjamin Edwards Inc
Missouri
$642K +$50.7K +606 +9%
MFF
1343
Michels Family Financial
Texas
$640K -$16.3K -195 -3%
BWG
1344
Beta Wealth Group
California
$639K +$8.54K +102 +1%
AT
1345
Avalon Trust
New Mexico
$639K -$111K -1,320 -16%
BA
1346
Bridgewater Advisors
New York
$638K -$13.8K -165 -2%
PCP
1347
Proficio Capital Partners
Massachusetts
$634K +$47.3K +565 +9%
NW
1348
Naviter Wealth
Arkansas
$634K -$8.04K -96 -1%
EMB
1349
Elefante Mark B
$633K +$581K +6,940 New
CAM
1350
Cozad Asset Management
Illinois
$632K -$29.2K -349 -5%
52 53
54
55 56