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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CK
1501
Cohen Klingenstein
New York
$201K – – –
GBT
1502
Grove Bank & Trust
Florida
$195K -$194K -3,205 -47%
HCM
1503
Hollencrest Capital Management
California
$192K -$17.6K -291 -8%
PAM
1504
Paradigm Asset Management
New York
$181K – – –
MWA
1505
Moser Wealth Advisors
Washington
$180K +$61.9K +1,025 +46%
BFEC
1506
Benjamin F. Edwards & Company
Missouri
$175K +$91.5K +1,514 +90%
GC
1507
Garde Capital
Washington
$174K -$314K -5,195 -62%
CWC
1508
Carolinas Wealth Consulting
North Carolina
$166K -$14.3K -237 -7%
FHA
1509
First Horizon Advisors
Tennessee
$163K -$52.6K -870 -23%
JWM
1510
Janiczek Wealth Management
Colorado
$163K +$179K +2,964 +98,800%
SWA
1511
SOA Wealth Advisors
New York
$162K +$3.75K +62 +2%
HWP
1512
Highline Wealth Partners
California
$162K – – –
HWA
1513
HHM Wealth Advisors
Tennessee
$161K +$1.99K +33 +1%
ALAM
1514
Asahi Life Asset Management
Japan
$160K +$176K +2,910 New
FFA
1515
Fairfield Financial Advisors
Massachusetts
$160K -$435K -7,199 -71%
GWS
1516
Glassman Wealth Services
Virginia
$158K +$27K +446 +18%
PB
1517
Pinnacle Bancorp
Nebraska
$158K +$3.02K +50 +2%
MAM
1518
Magellan Asset Management
Australia
$156K – – –
WPWM
1519
Western Pacific Wealth Management
Illinois
$155K +$13.3K +220 +8%
MFG
1520
Mendota Financial Group
Wisconsin
$152K – – –
SOW
1521
State of Wyoming
Wyoming
$146K +$123K +2,033 +326%
LF
1522
Lee Financial
Texas
$144K +$242 +4 +0.2%
FMP
1523
Financial Management Professionals
Texas
$141K – – –
RP
1524
Rowlandmiller & Partners
Georgia
$136K +$150K +2,485 New
SA
1525
SRH Advisors
Kansas
$135K +$114K +1,884 +330%
59 60
61
62 63