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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DE
1401
Defiance ETFs
New York
$644K +$105K +1,152 +21%
WPWM
1402
Western Pacific Wealth Management
Illinois
$642K +$141K +1,545 +29%
ACM
1403
Arcataur Capital Management
Wisconsin
$639K +$9.48K +104 +2%
GA
1404
Goldstein Advisors
Wisconsin
$638K +$631K +6,916 New
ISFAN
1405
Investor's Fiduciary Advisor Network
Washington
$638K -$351K -3,853 -36%
MJRIC
1406
Mogy Joel R Investment Counsel
California
$636K – – –
HH
1407
Hilltop Holdings
Texas
$636K +$69.7K +764 +12%
OP
1408
Oslo Pensjonsforsikring
$634K – – –
PCM
1409
Palisade Capital Management
New Jersey
$634K +$12.7K +139 +2%
TC
1410
TAGStone Capital
North Carolina
$634K +$13K +143 +2%
BG
1411
Bahl & Gaynor
Ohio
$630K – – –
MSRI
1412
Michael S. Ryan Inc
New York
$628K +$20.5K +225 +3%
C1AG
1413
Client 1st Advisory Group
Florida
$627K +$17.8K +195 +3%
AA
1414
Alta Advisers
United Kingdom
$625K – – –
DWM
1415
Defined Wealth Management
Oregon
$624K -$7.66K -84 -1%
BAM
1416
Blueshift Asset Management
New Jersey
$624K +$617K +6,763 New
HWMO
1417
Heritage Wealth Management (Ohio)
Ohio
$621K +$614K +6,733 New
AFM
1418
Aspetuck Financial Management
Connecticut
$620K – – –
GFP
1419
Gryphon Financial Partners
Ohio
$620K -$37.7K -413 -6%
JAG
1420
Journey Advisory Group
Kentucky
$620K +$243K +2,663 +66%
WP
1421
WealthPLAN Partners
Nebraska
$617K +$52.5K +576 +9%
AWM
1422
Accurate Wealth Management
Florida
$617K -$12.3K -135 -2%
RIM
1423
RW Investment Management
Idaho
$617K – – –
JTF
1424
J. Team Financial
Texas
$617K +$31.1K +341 +5%
WCM
1425
Weaver Capital Management
Georgia
$614K – – –
55 56
57
58 59