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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
1376
Waypoint Wealth Partners
California
$225K +$210K +2,705 New
PFA
1377
Pure Financial Advisors
California
$225K +$210K +2,701 New
BMC
1378
Benin Management Corp
Connecticut
$225K +$210K +2,700 New
NL
1379
NWAM LLC
Washington
$222K +$207K +2,667 New
ACM
1380
Academy Capital Management
Texas
$221K +$206K +2,656 New
MA
1381
MONECO Advisors
Connecticut
$220K +$205K +2,643 New
BP
1382
Broadleaf Partners
Ohio
$220K +$205K +2,640 New
CFA
1383
Cahill Financial Advisors
Minnesota
$219K +$205K +2,636 New
SMWM
1384
Silvia McColl Wealth Management
California
$218K +$204K +2,623 New
B
1385
Barings
North Carolina
$218K +$203K +2,613 New
RCG
1386
Rock Creek Group
District of Columbia
$217K +$69.6K +897 +52%
FC
1387
Forte Capital
New York
$217K +$202K +2,604 New
OPA
1388
Old Port Advisors
Maine
$216K -$4.27K -55 -2%
AAS
1389
Ameritas Advisory Services
Nebraska
$215K +$200K +2,582 New
9WM
1390
9258 Wealth Management
Ohio
$215K -$137K -1,768 -41%
OAM
1391
Occidental Asset Management
California
$214K +$200K +2,575 New
FIBT
1392
First International Bank & Trust
North Dakota
$213K +$199K +2,559 New
PFM
1393
Patton Fund Management
Texas
$210K +$196K +2,524 New
PSC
1394
Portman Square Capital
United Kingdom
$208K +$194K +2,500 New
PWMG
1395
Provence Wealth Management Group
California
$207K +$193K +2,492 New
SW
1396
SMART Wealth
Nebraska
$207K +$193K +2,492 New
GWAG
1397
Garrett Wealth Advisory Group
Texas
$207K +$193K +2,481 New
AC
1398
Avestar Capital
New York
$206K +$192K +2,476 New
OWA
1399
One Wealth Advisors
California
$206K +$192K +2,469 New
RMAM
1400
Raab & Moskowitz Asset Management
New Jersey
$205K +$191K +2,467 New
54 55
56
57 58