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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PF
1351
Phoenix Financial
Israel
$383K -$521K -7,909 -60%
HCP
1352
Hexagon Capital Partners
Arkansas
$381K +$6.59K +100 +2%
JWCA
1353
J.W. Cole Advisors
Florida
$379K +$50.8K +771 +17%
PBK
1354
Peoples Bank (Kansas)
Kansas
$379K -$13.2K -200 -4%
ACI
1355
Alpha Cubed Investments
California
$378K +$344K +5,223 New
EFG
1356
Everhart Financial Group
Ohio
$377K +$80.1K +1,217 +31%
MG
1357
Mather Group
Illinois
$377K +$4.35K +66 +1%
SMA
1358
Sage Mountain Advisors
Georgia
$376K +$24.2K +368 +8%
ST
1359
Smithfield Trust
Pennsylvania
$376K -$7.9K -120 -2%
EWM
1360
Evermay Wealth Management
Virginia
$373K -$856 -13 -0.3%
JIR
1361
James Investment Research
Ohio
$373K -$2.62M -39,812 -89%
BPCA
1362
Bank Pictet & Cie (Asia)
Singapore
$373K -$1.19M -18,020 -78%
OPWM
1363
Oxinas Partners Wealth Management
Indiana
$372K -$12K -182 -3%
AA
1364
Advisory Alpha
Michigan
$370K +$86.1K +1,308 +34%
GWMR
1365
GC Wealth Management RIA
Massachusetts
$370K +$337K +5,115 New
EW
1366
Enzi Wealth
Texas
$370K – – –
CFS
1367
Coordinated Financial Services
Colorado
$369K +$336K +5,103 New
RZH
1368
Relyea Zuckerberg Hanson
Connecticut
$368K +$14.1K +214 +4%
KCM
1369
KRS Capital Management
Michigan
$368K -$12.4K -188 -4%
VCM
1370
Virtue Capital Management
Tennessee
$363K -$8.56K -130 -2%
VCM
1371
Viewpoint Capital Management
Washington
$362K – – –
SM
1372
Sweeney & Michel
California
$362K +$309K +4,691 New
JIC
1373
Joel Isaacson & Co
New York
$361K +$1.19K +18 +0.4%
PWPS
1374
Pinnacle Wealth Planning Services
Ohio
$360K +$13.9K +211 +4%
OWP
1375
Obermeyer Wealth Partners
Colorado
$360K +$14.8K +224 +5%
53 54
55
56 57