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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1376
Arete Wealth Advisors
Illinois
$321K -$88.6K -1,349 -21%
EWM
1377
Evermay Wealth Management
Virginia
$321K -$13.8K -210 -4%
PBK
1378
Peoples Bank (Kansas)
Kansas
$320K -$20K -305 -6%
FIM
1379
FWL Investment Management
Texas
$318K +$52.7K +803 +20%
VT
1380
Vise Technologies
New York
$317K +$137K +2,082 +74%
ACM
1381
Aljian Capital Management
Nevada
$315K +$320K +4,866 New
CS
1382
Cannell & Spears
New York
$313K +$39.4K +600 +14%
ARC
1383
Advisor Resource Council
Texas
$312K +$317K +4,821 New
ICM
1384
Islay Capital Management
Texas
$310K – – –
BWM
1385
BlackDiamond Wealth Management
New York
$306K +$1.58K +24 +0.6%
HS
1386
Horan Securities
United States
$306K +$3.94K +60 +1%
APA
1387
Astoria Portfolio Advisors
New York
$305K -$1.31K -20 -0.4%
ECM
1388
Exchange Capital Management
Michigan
$304K +$29.8K +454 +11%
FI
1389
FWG Investments
Kentucky
$304K +$39.3K +599 +15%
CFGS
1390
Concourse Financial Group Securities
Alabama
$301K -$26.7K -406 -8%
CCM
1391
Chilton Capital Management
Texas
$301K +$27.2K +414 +10%
IAMOG
1392
Investors Asset Management of Georgia
Georgia
$300K +$15K +228 +5%
OC
1393
Oarsman Capital
Wisconsin
$300K +$53.5K +815 +21%
CA
1394
Claro Advisors
Massachusetts
$299K -$36.8K -560 -11%
MCC
1395
Maiden Cove Capital
Maine
$299K +$303K +4,612 New
GFP
1396
Gryphon Financial Partners
Ohio
$299K -$7.69K -117 -2%
RPCONE
1397
Retirement Planning Company of New England
Rhode Island
$298K +$302K +4,595 New
EWP
1398
Elevation Wealth Partners
California
$296K +$1.05K +16 +0.4%
CFG
1399
CKW Financial Group
Hawaii
$294K – – –
S
1400
SimplyRich
California
$292K – – –
54 55
56
57 58