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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
EFSCE
1401
Enterprise Financial Services Corp (EFSC)
Missouri
$218K +$97.5K +1,331 +47%
CMI
1402
Clare Market Investments
Texas
$218K +$305K +4,162 New
PFBT
1403
Parkside Financial Bank & Trust
Missouri
$217K -$47.9K -654 -14%
AFP
1404
Ausdal Financial Partners
Iowa
$217K +$89.4K +1,221 +42%
CFG
1405
CKW Financial Group
Hawaii
$215K – – –
WFI
1406
West Family Investments
California
$215K -$15.4K -210 -5%
VST
1407
Van Strum & Towne
California
$215K – – –
LPAM
1408
Lodestar Private Asset Management
California
$214K +$18.4K +251 +7%
MG
1409
Mather Group
Illinois
$214K +$11.1K +151 +4%
VC
1410
Veracity Capital
Georgia
$213K +$78.9K +1,078 +36%
LAM
1411
L2 Asset Management
Massachusetts
$212K +$12.7K +173 +4%
PCMC
1412
Private Capital Management (Colorado)
Colorado
$211K +$119K +1,623 +67%
SCC
1413
Steel Canyon Capital
Arizona
$211K -$3.73M -50,987 -93%
CWM
1414
Cedar Wealth Management
California
$211K +$295K +4,028 New
IIA
1415
Integral Investment Advisors
California
$211K +$295K +4,024 New
TIM
1416
Triad Investment Management
California
$210K – – –
AA
1417
Alta Advisers
United Kingdom
$210K – – –
EWA
1418
Encompass Wealth Advisors
Oregon
$210K – – –
FC
1419
Fulcrum Capital
Washington
$210K – – –
TCA
1420
Transcend Capital Advisors
New Jersey
$209K -$52.1K -711 -15%
FBFS
1421
First Business Financial Services
Wisconsin
$209K +$13.1K +179 +5%
MFGM
1422
Marshall Financial Group (Maryland)
Maryland
$208K +$39.5K +540 +16%
AMR
1423
Asset Management Resources
Massachusetts
$206K -$93.4K -1,275 -24%
EWA
1424
EverSource Wealth Advisors
Alabama
$206K +$146 +2 +0.1%
HHRDM
1425
H&H Retirement Design & Management
Nevada
$206K +$293K +4,000 New
55 56
57
58 59