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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1426
Blueshift Asset Management
New Jersey
$624K +$617K +6,763 New
HWMO
1427
Heritage Wealth Management (Ohio)
Ohio
$621K +$614K +6,733 New
AFM
1428
Aspetuck Financial Management
Connecticut
$620K – – –
GFP
1429
Gryphon Financial Partners
Ohio
$620K -$37.7K -413 -6%
JAG
1430
Journey Advisory Group
Kentucky
$620K +$243K +2,663 +66%
WP
1431
WealthPLAN Partners
Nebraska
$617K +$52.5K +576 +9%
AWM
1432
Accurate Wealth Management
Florida
$617K -$12.3K -135 -2%
RIM
1433
RW Investment Management
Idaho
$617K – – –
JTF
1434
J. Team Financial
Texas
$617K +$31.1K +341 +5%
WCM
1435
Weaver Capital Management
Georgia
$614K – – –
AA
1436
Apriem Advisors
California
$613K – – –
PI
1437
PFG Investments
New York
$613K -$25.2K -276 -4%
CGH
1438
CMG Global Holdings
Texas
$608K -$3.92K -43 -0.6%
SAM
1439
Sompo Asset Management
Japan
$605K -$18.2K -200 -3%
BMCM
1440
Bryn Mawr Capital Management
Pennsylvania
$599K +$15.4K +169 +3%
EI
1441
Ellevest Inc
New York
$598K -$68.8K -754 -10%
RCAG
1442
Rehmann Capital Advisory Group
Michigan
$598K -$60.6K -664 -9%
LWMNY
1443
Landmark Wealth Management (New York)
New York
$595K +$456 +5 +0.1%
AC
1444
AlphaCore Capital
California
$595K +$6.02K +66 +1%
FLI
1445
Family Legacy Inc
South Carolina
$593K +$1.09K +12 +0.2%
BTW
1446
Boston Trust Walden
Massachusetts
$592K – – –
JCIA
1447
Jackson Creek Investment Advisors
Colorado
$591K -$144K -1,576 -22%
SIA
1448
Soltis Investment Advisors
Utah
$585K +$50.2K +550 +10%
STA
1449
Smith Thornton Advisors
Alabama
$585K +$72.9K +799 +16%
BWA
1450
Basecamp Wealth Advisors
Washington
$584K – – –
56 57
58
59 60