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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HHRDM
1426
H&H Retirement Design & Management
Nevada
$206K +$293K +4,000 New
RPGK
1427
Retirement Planning Group (Kansas)
Kansas
$204K -$879 -12 -0.3%
CCM
1428
Chiron Capital Management
Florida
$204K +$43.9K +600 +18%
MFA
1429
Mayflower Financial Advisors
Massachusetts
$204K +$285K +3,898 New
GD
1430
Grandfield & Dodd
New York
$203K – – –
LRIA
1431
Leonard Rickey Investment Advisors
Washington
$203K +$45.5K +621 +19%
IAMOG
1432
Investors Asset Management of Georgia
Georgia
$203K +$284K +3,875 New
WIC
1433
Woodmont Investment Counsel
Tennessee
$202K -$302K -4,125 -52%
BFA
1434
Beaumont Financial Advisors
Massachusetts
$202K +$9.74K +133 +4%
AWM
1435
Axxcess Wealth Management
California
$201K -$384K -5,243 -58%
WW
1436
Westshore Wealth
California
$200K +$19.3K +264 +7%
TA
1437
Trellis Advisors
Washington
$200K +$280K +3,824 New
HCM
1438
Hollencrest Capital Management
California
$197K +$211K +2,884 +330%
FCMT
1439
Founders Capital Management (Texas)
Texas
$195K – – –
MCM
1440
Manchester Capital Management
Vermont
$195K +$53.2K +727 +24%
CWC
1441
Carolinas Wealth Consulting
North Carolina
$177K +$21.7K +297 +10%
RI
1442
Ridgewood Investments
New Jersey
$177K +$247K +3,370 New
AAS
1443
Ameritas Advisory Services
Nebraska
$176K +$54.8K +748 +29%
FMP
1444
Financial Management Professionals
Texas
$169K -$95.1K -1,299 -29%
FHA
1445
First Horizon Advisors
Tennessee
$166K -$97.8K -1,336 -30%
AIM
1446
Acropolis Investment Management
Missouri
$159K +$5.13K +70 +2%
GFPC
1447
Global Financial Private Client
Florida
$159K +$147K +2,006 +187%
SSG
1448
Summit Securities Group
New York
$157K +$106K +1,450 +94%
TF
1449
TimeScale Financial
Massachusetts
$155K +$65.8K +898 +44%
DFCM
1450
Dark Forest Capital Management
Puerto Rico
$149K +$208K +2,838 New
56 57
58
59 60