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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
1451
Integral Investment Advisors
California
$245K +$15.7K +300 +7%
CS
1452
Capital Square
Tennessee
$244K +$226K +4,311 New
SAG
1453
SageView Advisory Group
California
$244K +$225K +4,304 New
LNB
1454
Ledyard National Bank
$244K – – –
SFP
1455
Sweet Financial Partners
Minnesota
$243K +$224K +4,280 New
MFGM
1456
Marshall Financial Group (Maryland)
Maryland
$243K +$16.6K +317 +8%
FC
1457
Forte Capital
New York
$242K -$19.3K -369 -8%
CFO
1458
Collective Family Office
Pennsylvania
$242K +$262 +5 +0.1%
IAMOG
1459
Investors Asset Management of Georgia
Georgia
$241K +$19.6K +375 +10%
PI
1460
PFG Investments
New York
$240K +$222K +4,242 New
SFA
1461
Souders Financial Advisors
Ohio
$240K -$4.56K -87 -2%
OHWP
1462
Oak Harbor Wealth Partners
North Carolina
$240K +$221K +4,226 New
AC
1463
Avestar Capital
New York
$239K +$74.3K +1,419 +51%
SQA
1464
Simon Quick Advisors
New Jersey
$239K +$221K +4,210 New
BFA
1465
Beaumont Financial Advisors
Massachusetts
$236K +$16.3K +311 +8%
JCM
1466
Jacobi Capital Management
Pennsylvania
$236K -$7.18K -137 -3%
WA
1467
Waverly Advisors
Alabama
$236K +$218K +4,157 New
JDR
1468
Jay D. Rosenbaum
$235K -$1.15K -22 -0.5%
CA
1469
Claro Advisors
Massachusetts
$235K +$217K +4,145 New
WFI
1470
West Family Investments
California
$234K +$1.73K +33 +0.8%
SYBT
1471
Stock Yards Bank & Trust
Kentucky
$233K -$67.9K -1,296 -24%
ET
1472
Equitable Trust
Tennessee
$233K -$84.7K -1,617 -28%
LPAM
1473
Lodestar Private Asset Management
California
$233K +$838 +16 +0.4%
OWA
1474
Octavia Wealth Advisors
Ohio
$233K +$215K +4,102 New
VST
1475
Van Strum & Towne
California
$232K – – –
57 58
59
60 61