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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
RIP
1376
RAM Investment Partners
Washington
$357K +$325K +4,940 New
CDH
1377
Charles D. Hyman
$357K – – –
AFP
1378
Ausdal Financial Partners
Iowa
$356K -$23.3K -354 -7%
TIA
1379
Traphagen Investment Advisors
New Jersey
$354K +$322K +4,887 New
GFP
1380
Gryphon Financial Partners
Ohio
$353K -$108K -1,642 -25%
PFA
1381
Pure Financial Advisors
California
$353K -$107K -1,630 -25%
GWM
1382
Gray Wealth Management
Maine
$352K +$20.4K +310 +7%
B
1383
Birchbrook
Maine
$350K -$278K -4,219 -47%
PCA
1384
Prosperity Capital Advisors
Ohio
$350K +$318K +4,836 New
HCM
1385
Hall Capital Management
Rhode Island
$348K -$1.07M -16,306 -77%
NEWAS
1386
N.E.W. Advisory Services
Wisconsin
$348K +$66 +1 +0%
OMIC
1387
Old Mission Investment Co
Michigan
$348K +$329 +5 +0.1%
SIC
1388
Sigma Investment Counselors
Michigan
$347K +$106K +1,604 +50%
WPC
1389
Waters Parkerson & Co
Louisiana
$347K – – –
NRW
1390
Nova R Wealth
Kansas
$347K +$316K +4,794 New
C
1391
Certuity
Florida
$344K -$988 -15 -0.3%
NCM
1392
Noesis Capital Mangement
Florida
$344K – – –
CJFS
1393
Coulter & Justus Financial Services
Tennessee
$344K +$313K +4,753 New
CWA
1394
Clearview Wealth Advisors
Oregon
$344K +$313K +4,752 New
KFS
1395
Kaizen Financial Strategies
California
$343K -$5.4K -82 -2%
AIM
1396
Aigen Investment Management
New York
$341K +$311K +4,719 New
MWM
1397
Modern Wealth Management
Kansas
$341K +$311K +4,716 New
FFL
1398
Future Fund LLC
Illinois
$340K +$12.4K +188 +4%
TWP
1399
Tempus Wealth Planning
California
$340K +$81.1K +1,231 +35%
HS
1400
Horan Securities
United States
$337K +$6.65K +101 +2%
54 55
56
57 58