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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SRA
1426
Secured Retirement Advisors
Minnesota
$632K -$11.8K -120 -2%
TC
1427
TAGStone Capital
North Carolina
$632K +$1.57K +16 +0.2%
AFM
1428
Aspetuck Financial Management
Connecticut
$632K +$16.1K +164 +3%
SFO
1429
Stokes Family Office
Louisiana
$630K -$47.6K -485 -7%
SIC
1430
Sterling Investment Counsel
New York
$629K +$192K +1,962 +41%
RIM
1431
RW Investment Management
Idaho
$628K +$656K +6,686 New
KWM
1432
Kingsview Wealth Management
Oregon
$626K -$3.1M -31,584 -83%
AA
1433
Apriem Advisors
California
$625K -$216K -2,198 -25%
GPA
1434
Garrison Point Advisors
California
$624K -$17.2K -175 -3%
DIM
1435
Delta Investment Management
California
$624K +$84.3K +860 +15%
CGH
1436
CMG Global Holdings
Texas
$623K +$28.8K +294 +5%
LA
1437
LVW Advisors
New York
$621K +$352K +3,586 +119%
C1AG
1438
Client 1st Advisory Group
Florida
$620K +$14.2K +145 +2%
PE
1439
PCM Encore
Colorado
$618K +$27.6K +281 +4%
MSRI
1440
Michael S. Ryan Inc
New York
$618K +$19.3K +197 +3%
JRPIM
1441
Journey Retirement Planning & Investment Management
Idaho
$617K -$1.41M -14,360 -69%
PA
1442
PFG Advisors
Arizona
$617K -$11.8K -120 -2%
CA
1443
Carson Advisory
Georgia
$616K – – –
BA
1444
Bridgewater Advisors
New York
$616K -$16K -163 -2%
WCM
1445
Weaver Capital Management
Georgia
$614K -$121K -1,238 -16%
NA
1446
Navellier & Associates
Nevada
$611K -$9.81K -100 -2%
LSA
1447
Leonteq Securities AG
Switzerland
$611K +$64.4K +657 +11%
LWMNY
1448
Landmark Wealth Management (New York)
New York
$606K +$632K +6,449 New
BTW
1449
Boston Trust Walden
Massachusetts
$603K -$196K -2,000 -24%
FLI
1450
Family Legacy Inc
South Carolina
$603K +$11K +112 +2%
56 57
58
59 60