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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MGWM
1401
Marks Group Wealth Management
Minnesota
$292K -$17.8K -271 -6%
WFI
1402
West Family Investments
California
$292K +$25.4K +387 +9%
CCWM
1403
Cassaday & Co Wealth Management
Virginia
$292K +$38.2K +581 +15%
AFP
1404
Ausdal Financial Partners
Iowa
$292K +$27.7K +421 +10%
ACA
1405
Affinity Capital Advisors
California
$291K – – –
FWCM
1406
Ferguson Wellman Capital Management
Oregon
$290K -$219K -3,330 -43%
CPW
1407
Catalyst Private Wealth
California
$290K – – –
WF
1408
Welch & Forbes
Massachusetts
$289K +$2.37K +36 +0.8%
KA
1409
KLCM Advisors
Wisconsin
$289K – – –
CWA
1410
Clearview Wealth Advisors
Oregon
$288K -$6.57K -100 -2%
FIM
1411
Freedom Investment Management
Connecticut
$288K -$6.5K -99 -2%
DFA
1412
Delta Financial Advisors
Louisiana
$287K – – –
PCG
1413
Prosperity Consulting Group
Maryland
$286K +$290K +4,417 New
SWP
1414
Semus Wealth Partners
Florida
$286K +$44.9K +684 +18%
CWM
1415
Centric Wealth Management
Illinois
$285K +$920 +14 +0.4%
LIA
1416
LBMC Investment Advisors
Tennessee
$284K – – –
ST
1417
Smithfield Trust
Pennsylvania
$284K -$50.1K -762 -15%
EWS
1418
Eagle Wealth Strategies
New Jersey
$284K +$287K +4,375 New
DP
1419
Denver PWM
Colorado
$283K -$17.4K -265 -6%
LFA
1420
Legacy Financial Advisors
Kentucky
$282K +$41.5K +632 +17%
CCM
1421
CAAS Capital Management
New York
$282K +$286K +4,357 New
TA
1422
TFG Advisers
Michigan
$282K +$8.74K +133 +3%
AF
1423
Aviso Financial
Ontario, Canada
$281K -$9.2K -140 -3%
C1AG
1424
Client 1st Advisory Group
Florida
$280K -$26.9K -409 -9%
BFM
1425
Boston Financial Management
Massachusetts
$280K -$1.58K -24 -0.6%
55 56
57
58 59