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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
1401
Cromwell Holdings
Wyoming
$349K +$350K +4,739 New
C1AG
1402
Client 1st Advisory Group
Florida
$349K +$47.9K +648 +16%
GFP
1403
Gryphon Financial Partners
Ohio
$348K -$11.8K -160 -3%
PCP
1404
Proficio Capital Partners
Massachusetts
$348K +$16.7K +226 +5%
IWA
1405
Icon Wealth Advisors
Texas
$345K -$87.8K -1,189 -18%
HS
1406
Horan Securities
United States
$343K -$148 -2 -0%
DP
1407
Denver PWM
Colorado
$341K +$222 +3 +0.1%
BWM
1408
Baron Wealth Management
Michigan
$340K -$149K -2,012 -30%
CDH
1409
Charles D. Hyman
$339K -$24.7K -335 -7%
VCM
1410
Virtue Capital Management
Tennessee
$338K -$2.96K -40 -0.8%
CFG
1411
CKW Financial Group
Hawaii
$338K – – –
JDR
1412
Jay D. Rosenbaum
$337K +$37.3K +505 +12%
SVWAG
1413
Sound View Wealth Advisors Group
Georgia
$336K -$2.88K -39 -0.8%
NEWAS
1414
N.E.W. Advisory Services
Wisconsin
$336K -$18.1K -245 -5%
AC
1415
Allstate Corporation
Illinois
$336K +$2.66K +36 +0.8%
EWP
1416
Elevation Wealth Partners
California
$336K -$154K -2,091 -31%
CWA
1417
Clearview Wealth Advisors
Oregon
$335K -$15.4K -208 -4%
FIM
1418
Freedom Investment Management
Connecticut
$335K -$62.1K -841 -16%
AF
1419
Apexium Financial
Texas
$335K +$7.09K +96 +2%
KWAG
1420
Kiely Wealth Advisory Group
North Carolina
$334K – – –
APA
1421
Astoria Portfolio Advisors
New York
$333K -$7.09K -96 -2%
S
1422
SimplyRich
California
$332K – – –
TAM
1423
Trillium Asset Management
Massachusetts
$332K – – –
CG
1424
CFO4Life Group
Texas
$332K +$5.32K +72 +2%
BWP
1425
BSW Wealth Partners
Colorado
$332K -$443 -6 -0.1%
55 56
57
58 59