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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1476
SRH Advisors
Kansas
$5K – – –
FGAM
1477
Financial Gravity Asset Management
Texas
$4.89K +$1.25K +18 +2%
TAM
1478
Tucker Asset Management
Colorado
$4.3K +$3.75K +54 New
GA
1479
GoalVest Advisory
New York
$4K -$291K -4,197 -99%
OLVIG
1480
Oliver Lagore Vanvalin Investment Group
Michigan
$4K -$5.07K -73 -57%
WAS
1481
Winch Advisory Services
Wisconsin
$4K -$3.75K -54 -50%
BAM
1482
Byrne Asset Management
New Jersey
$4K – – –
CAM
1483
Costello Asset Management
Pennsylvania
$4K – – –
GWSG
1484
GPS Wealth Strategies Group
Colorado
$4K – – –
VCM
1485
Vigilant Capital Management
Maine
$4K – – –
CSPAM
1486
Cary Street Partners Asset Management
Virginia
$4K +$3.47K +50 New
MOS
1487
MGO One Seven
Ohio
$3.65K +$288K +4,154 +25%
ECM
1488
Estabrook Capital Management
New York
$3.23K – – –
LS
1489
Leelyn Smith
Illinois
$3K -$114K -1,642 -97%
BBPWM
1490
Blue Bell Private Wealth Management
Pennsylvania
$3K – – –
S
1491
Surevest
California
$3K – – –
TCOV
1492
Trust Company of Vermont
Vermont
$3K – – –
TFGT
1493
TS Financial Group (TSFG)
Illinois
$3K – – –
TFA
1494
Transamerica Financial Advisors
Florida
$3K +$2.29K +33 New
PPWM
1495
PFG Private Wealth Management
Florida
$3K +$2.43K +35 New
HWP
1496
Highline Wealth Partners
California
$2.66K +$2.57K +37 New
KFS
1497
Kelly Financial Services
Massachusetts
$2.59K +$2.5K +36 New
EBA
1498
Eagle Bay Advisors
New York
$2K -$20.8K -300 -90%
ACM
1499
AUA Capital Management
Pennsylvania
$2K +$139 +2 +7%
SIS
1500
Sound Income Strategies
Florida
$2K +$972 +14 +156%
58 59
60
61 62