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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1451
Welch & Forbes
Massachusetts
$337K +$7.33K +98 +2%
WI
1452
WBI Investments
New Jersey
$336K -$722K -9,643 -68%
CCWM
1453
Cassaday & Co Wealth Management
Virginia
$333K – – –
MGWM
1454
Marks Group Wealth Management
Minnesota
$333K – – –
S
1455
SimplyRich
California
$333K – – –
FFA
1456
Fi3 Financial Advisors
Indiana
$332K +$17.7K +237 +6%
SIA
1457
SeaBridge Investment Advisors
New Jersey
$328K +$332K +4,435 New
DFA
1458
Delta Financial Advisors
Louisiana
$327K – – –
WFI
1459
West Family Investments
California
$327K -$5.91K -79 -2%
SWP
1460
Semus Wealth Partners
Florida
$327K +$973 +13 +0.3%
CWA
1461
Clearview Wealth Advisors
Oregon
$327K -$2.32K -31 -0.7%
CA
1462
Claro Advisors
Massachusetts
$326K -$15.4K -206 -4%
LIA
1463
LBMC Investment Advisors
Tennessee
$325K – – –
IWA
1464
Icon Wealth Advisors
Texas
$322K -$86.6K -1,157 -21%
STA
1465
Smith Thornton Advisors
Alabama
$322K +$326K +4,356 New
LNB
1466
Ledyard National Bank
$322K +$3.89K +52 +1%
JSW
1467
Journey Strategic Wealth
New Jersey
$322K +$4.94K +66 +2%
BFM
1468
Boston Financial Management
Massachusetts
$321K +$1.27K +17 +0.4%
C1AG
1469
Client 1st Advisory Group
Florida
$320K – – –
WWM
1470
Wolff Wiese Magana
California
$318K +$317K +4,235 +6,831%
APA
1471
Astoria Portfolio Advisors
New York
$317K -$9.05K -121 -3%
FB
1472
Fulton Bank
Pennsylvania
$317K +$1.2K +16 +0.4%
AF
1473
Apexium Financial
Texas
$317K – – –
KA
1474
KLCM Advisors
Wisconsin
$315K -$15K -200 -4%
TA
1475
TFG Advisers
Michigan
$314K -$7.86K -105 -2%
57 58
59
60 61