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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1451
Bradley Foster & Sargent
Connecticut
$295K -$289K -5,003 -54%
SFP
1452
Sweet Financial Partners
Minnesota
$294K – – –
LA
1453
LM Advisors
California
$294K +$247K +4,280 New
IDBONY
1454
Israel Discount Bank of New York
New York
$294K -$18.1K -313 -7%
WG
1455
Welch Group
Alabama
$293K -$9.24K -160 -4%
NSB
1456
Norway Savings Bank
Maine
$292K -$23.1K -400 -9%
OHWP
1457
Oak Harbor Wealth Partners
North Carolina
$291K +$173 +3 +0.1%
PCP
1458
Proficio Capital Partners
Massachusetts
$291K +$29.2K +505 +14%
WPWM
1459
Western Pacific Wealth Management
Illinois
$291K +$81.4K +1,410 +50%
NRC
1460
New Republic Capital
North Carolina
$290K +$31.9K +553 +15%
SFA
1461
Souders Financial Advisors
Ohio
$288K +$809 +14 +0.3%
WHCI
1462
W.H. Cornerstone Investments
Massachusetts
$287K +$241K +4,170 New
PWM
1463
Purus Wealth Management
California
$286K +$10.9K +189 +5%
VV
1464
Verity & Verity
South Carolina
$286K – – –
FA
1465
Fermata Advisors
California
$286K +$240K +4,151 New
APA
1466
Astoria Portfolio Advisors
New York
$284K -$5.49K -95 -2%
AWM
1467
Accurate Wealth Management
Florida
$283K -$10.3K -178 -4%
ET
1468
Equitable Trust
Tennessee
$283K – – –
TIM
1469
Triad Investment Management
California
$282K +$5.72K +99 +2%
CCG
1470
Cypress Capital Group
Florida
$281K -$9.41K -163 -4%
PCS
1471
Private Client Services
Kentucky
$281K +$236K +4,081 New
JDR
1472
Jay D. Rosenbaum
$279K +$6.06K +105 +3%
SWM
1473
SFG Wealth Management
Maryland
$279K – – –
FBFS
1474
First Business Financial Services
Wisconsin
$278K -$6.35K -110 -3%
LFA
1475
Legacy Financial Advisors
Kentucky
$278K +$233K +4,041 New
57 58
59
60 61