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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CDH
1376
Charles D. Hyman
$357K – – –
AFP
1377
Ausdal Financial Partners
Iowa
$356K -$23.3K -354 -7%
TIA
1378
Traphagen Investment Advisors
New Jersey
$354K +$322K +4,887 New
GFP
1379
Gryphon Financial Partners
Ohio
$353K -$108K -1,642 -25%
PFA
1380
Pure Financial Advisors
California
$353K -$107K -1,630 -25%
GWM
1381
Gray Wealth Management
Maine
$352K +$20.4K +310 +7%
B
1382
Birchbrook
Maine
$350K -$278K -4,219 -47%
PCA
1383
Prosperity Capital Advisors
Ohio
$350K +$318K +4,836 New
HCM
1384
Hall Capital Management
Rhode Island
$348K -$1.07M -16,306 -77%
NEWAS
1385
N.E.W. Advisory Services
Wisconsin
$348K +$66 +1 +0%
SIC
1386
Sigma Investment Counselors
Michigan
$347K +$106K +1,604 +50%
WPC
1387
Waters Parkerson & Co
Louisiana
$347K – – –
NRW
1388
Nova R Wealth
Kansas
$347K +$316K +4,794 New
C
1389
Certuity
Florida
$344K -$988 -15 -0.3%
NCM
1390
Noesis Capital Mangement
Florida
$344K – – –
CJFS
1391
Coulter & Justus Financial Services
Tennessee
$344K +$313K +4,753 New
CWA
1392
Clearview Wealth Advisors
Oregon
$344K +$313K +4,752 New
KFS
1393
Kaizen Financial Strategies
California
$343K -$5.4K -82 -2%
AIM
1394
Aigen Investment Management
New York
$341K +$311K +4,719 New
MWM
1395
Modern Wealth Management
Kansas
$341K +$311K +4,716 New
FFL
1396
Future Fund LLC
Illinois
$340K +$12.4K +188 +4%
TWP
1397
Tempus Wealth Planning
California
$340K +$81.1K +1,231 +35%
HS
1398
Horan Securities
United States
$337K +$6.65K +101 +2%
ICM
1399
Islay Capital Management
Texas
$336K +$306K +4,651 New
MPWT
1400
MassMutual Private Wealth & Trust
Connecticut
$334K +$47.2K +716 +18%
54 55
56
57 58