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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
A
1401
Argentarii
Ohio
$661K +$345K +3,780 +160%
NG
1402
Novem Group
New York
$657K -$32.3K -354 -5%
LSA
1403
Leonteq Securities AG
Switzerland
$656K +$55.7K +611 +9%
OFS
1404
OneAscent Financial Services
Alabama
$655K -$82.9K -909 -11%
RZH
1405
Relyea Zuckerberg Hanson
Connecticut
$653K +$14.6K +160 +2%
MWM
1406
MOR Wealth Management
Pennsylvania
$652K +$300K +3,295 +87%
SBFM
1407
S-Bank Fund Management
Finland
$649K -$734K -8,054 -53%
OPCM
1408
Osborne Partners Capital Management
California
$649K – – –
HBW
1409
Hazlett, Burt & Watson
West Virginia
$646K +$105K +1,153 +20%
AAM
1410
Auxier Asset Management
Oregon
$645K +$2.28K +25 +0.4%
DE
1411
Defiance ETFs
New York
$644K +$105K +1,152 +21%
WPWM
1412
Western Pacific Wealth Management
Illinois
$642K +$141K +1,545 +29%
ACM
1413
Arcataur Capital Management
Wisconsin
$639K +$9.48K +104 +2%
GA
1414
Goldstein Advisors
Wisconsin
$638K +$631K +6,916 New
ISFAN
1415
Investor's Fiduciary Advisor Network
Washington
$638K -$351K -3,853 -36%
MJRIC
1416
Mogy Joel R Investment Counsel
California
$636K – – –
HH
1417
Hilltop Holdings
Texas
$636K +$69.7K +764 +12%
OP
1418
Oslo Pensjonsforsikring
$634K – – –
PCM
1419
Palisade Capital Management
New Jersey
$634K +$12.7K +139 +2%
TC
1420
TAGStone Capital
North Carolina
$634K +$13K +143 +2%
BG
1421
Bahl & Gaynor
Ohio
$630K – – –
MSRI
1422
Michael S. Ryan Inc
New York
$628K +$20.5K +225 +3%
C1AG
1423
Client 1st Advisory Group
Florida
$627K +$17.8K +195 +3%
AA
1424
Alta Advisers
United Kingdom
$625K – – –
DWM
1425
Defined Wealth Management
Oregon
$624K -$7.66K -84 -1%
55 56
57
58 59