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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1476
Semus Wealth Partners
Florida
$349K +$2.67K +34 +0.8%
EFM
1477
E Fund Management
China
$348K +$58.8K +749 +20%
FCG
1478
Fielder Capital Group
Tennessee
$348K +$83.4K +1,063 +31%
WFI
1479
West Family Investments
California
$346K – – –
SFA
1480
Souders Financial Advisors
Ohio
$345K +$32.6K +415 +10%
BMC
1481
Benin Management Corp
Connecticut
$345K +$31.6K +403 +10%
CG
1482
CFO4Life Group
Texas
$344K -$71.3K -909 -17%
LIA
1483
LBMC Investment Advisors
Tennessee
$343K – – –
CCM
1484
CAAS Capital Management
New York
$343K -$201K -2,556 -37%
LNB
1485
Ledyard National Bank
$343K +$2.04K +26 +0.6%
GWM
1486
Gibbs Wealth Management
Georgia
$342K +$343K +4,369 New
APA
1487
Astoria Portfolio Advisors
New York
$341K – – –
TSS
1488
Two Sigma Securities
New York
$339K -$91K -1,159 -21%
C1AG
1489
Client 1st Advisory Group
Florida
$338K – – –
WP
1490
WealthPLAN Partners
Nebraska
$338K +$20.2K +257 +6%
CWA
1491
Clearview Wealth Advisors
Oregon
$335K -$10.8K -137 -3%
KA
1492
KLCM Advisors
Wisconsin
$332K -$942 -12 -0.3%
TA
1493
TFG Advisers
Michigan
$332K +$549 +7 +0.2%
GFP
1494
Gryphon Financial Partners
Ohio
$332K +$73.8K +940 +28%
OCBCO
1495
Oversea-Chinese Banking Corp (OCBC)
Singapore
$331K +$332K +4,228 New
MPM
1496
MBB Public Markets
Illinois
$329K +$330K +4,209 New
AWM
1497
Aberdeen Wealth Management
Illinois
$329K +$157 +2 +0%
CPW
1498
Catalyst Private Wealth
California
$328K +$628 +8 +0.2%
JSSH
1499
J. Safra Sarasin Holding
$328K +$95.4K +1,215 +41%
LFAS
1500
Level Four Advisory Services
Texas
$326K +$11.3K +144 +4%
58 59
60
61 62