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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FBFS
1476
First Business Financial Services
Wisconsin
$255K -$68.6K -1,045 -21%
OL
1477
OneFund LLC
Florida
$254K +$2.23K +34 +0.9%
RBC
1478
Romano Brothers & Co
Illinois
$254K -$6.57K -100 -2%
NCM
1479
Noesis Capital Mangement
Florida
$253K -$56.2K -855 -18%
KFC
1480
Klingenstein Fields & Co
New York
$252K – – –
OCG
1481
Opus Capital Group
Ohio
$252K +$8.34K +127 +3%
OQS
1482
Occudo Quantitative Strategies
Florida
$251K +$255K +3,878 New
CCG
1483
Catalina Capital Group
California
$251K +$32.1K +488 +14%
SBF
1484
Sara-Bay Financial
Florida
$250K – – –
NSB
1485
Norway Savings Bank
Maine
$249K -$20.4K -310 -7%
AIFAIM
1486
American Institute for Advanced Investment Management
Arizona
$248K – – –
AWM
1487
Accurate Wealth Management
Florida
$245K +$9.66K +147 +5%
WW
1488
Westshore Wealth
California
$245K -$5.32K -81 -2%
PWS
1489
Peterson Wealth Services
Utah
$244K +$248K +3,771 New
TCA
1490
Transcend Capital Advisors
New Jersey
$243K -$80.7K -1,228 -25%
TF
1491
Tompkins Financial
New York
$243K -$39.4K -600 -14%
PF
1492
Prosperitas Financial
California
$243K +$22.1K +337 +10%
TWM
1493
Thrive Wealth Management
Pennsylvania
$243K +$1.12K +17 +0.5%
OL
1494
Optas LLC
Texas
$243K -$30.9K -471 -11%
I
1495
InceptionR
California
$242K +$245K +3,737 New
BMMM
1496
Boston Mountain Money Management
Arkansas
$239K -$1.25K -19 -0.5%
QFA
1497
Quantum Financial Advisors
California
$239K -$131 -2 -0.1%
FCMT
1498
Founders Capital Management (Texas)
Texas
$239K – – –
AIP
1499
Almanack Investment Partners
Pennsylvania
$238K +$394 +6 +0.2%
MFGM
1500
Marshall Financial Group (Maryland)
Maryland
$237K -$5.12K -78 -2%
58 59
60
61 62