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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1451
Beaumont Financial Advisors
Massachusetts
$295K +$6.47K +112 +3%
BFS
1452
Bradley Foster & Sargent
Connecticut
$295K -$289K -5,003 -54%
SFP
1453
Sweet Financial Partners
Minnesota
$294K – – –
LA
1454
LM Advisors
California
$294K +$247K +4,280 New
IDBONY
1455
Israel Discount Bank of New York
New York
$294K -$18.1K -313 -7%
WG
1456
Welch Group
Alabama
$293K -$9.24K -160 -4%
NSB
1457
Norway Savings Bank
Maine
$292K -$23.1K -400 -9%
OHWP
1458
Oak Harbor Wealth Partners
North Carolina
$291K +$173 +3 +0.1%
PCP
1459
Proficio Capital Partners
Massachusetts
$291K +$29.2K +505 +14%
WPWM
1460
Western Pacific Wealth Management
Illinois
$291K +$81.4K +1,410 +50%
NRC
1461
New Republic Capital
North Carolina
$290K +$31.9K +553 +15%
SFA
1462
Souders Financial Advisors
Ohio
$288K +$809 +14 +0.3%
WHCI
1463
W.H. Cornerstone Investments
Massachusetts
$287K +$241K +4,170 New
PWM
1464
Purus Wealth Management
California
$286K +$10.9K +189 +5%
VV
1465
Verity & Verity
South Carolina
$286K – – –
FA
1466
Fermata Advisors
California
$286K +$240K +4,151 New
APA
1467
Astoria Portfolio Advisors
New York
$284K -$5.49K -95 -2%
AWM
1468
Accurate Wealth Management
Florida
$283K -$10.3K -178 -4%
ET
1469
Equitable Trust
Tennessee
$283K – – –
TIM
1470
Triad Investment Management
California
$282K +$5.72K +99 +2%
CCG
1471
Cypress Capital Group
Florida
$281K -$9.41K -163 -4%
PCS
1472
Private Client Services
Kentucky
$281K +$236K +4,081 New
JDR
1473
Jay D. Rosenbaum
$279K +$6.06K +105 +3%
SWM
1474
SFG Wealth Management
Maryland
$279K – – –
FBFS
1475
First Business Financial Services
Wisconsin
$278K -$6.35K -110 -3%
57 58
59
60 61