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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1451
Oarsman Capital
Wisconsin
$339K -$3.74K -50 -1%
WF
1452
Welch & Forbes
Massachusetts
$337K +$7.33K +98 +2%
WI
1453
WBI Investments
New Jersey
$336K -$722K -9,643 -68%
CCWM
1454
Cassaday & Co Wealth Management
Virginia
$333K – – –
MGWM
1455
Marks Group Wealth Management
Minnesota
$333K – – –
S
1456
SimplyRich
California
$333K – – –
FFA
1457
Fi3 Financial Advisors
Indiana
$332K +$17.7K +237 +6%
SIA
1458
SeaBridge Investment Advisors
New Jersey
$328K +$332K +4,435 New
DFA
1459
Delta Financial Advisors
Louisiana
$327K – – –
WFI
1460
West Family Investments
California
$327K -$5.91K -79 -2%
SWP
1461
Semus Wealth Partners
Florida
$327K +$973 +13 +0.3%
CWA
1462
Clearview Wealth Advisors
Oregon
$327K -$2.32K -31 -0.7%
CA
1463
Claro Advisors
Massachusetts
$326K -$15.4K -206 -4%
LIA
1464
LBMC Investment Advisors
Tennessee
$325K – – –
IWA
1465
Icon Wealth Advisors
Texas
$322K -$86.6K -1,157 -21%
STA
1466
Smith Thornton Advisors
Alabama
$322K +$326K +4,356 New
LNB
1467
Ledyard National Bank
$322K +$3.89K +52 +1%
JSW
1468
Journey Strategic Wealth
New Jersey
$322K +$4.94K +66 +2%
BFM
1469
Boston Financial Management
Massachusetts
$321K +$1.27K +17 +0.4%
C1AG
1470
Client 1st Advisory Group
Florida
$320K – – –
WWM
1471
Wolff Wiese Magana
California
$318K +$317K +4,235 +6,831%
APA
1472
Astoria Portfolio Advisors
New York
$317K -$9.05K -121 -3%
FB
1473
Fulton Bank
Pennsylvania
$317K +$1.2K +16 +0.4%
AF
1474
Apexium Financial
Texas
$317K – – –
KA
1475
KLCM Advisors
Wisconsin
$315K -$15K -200 -4%
57 58
59
60 61