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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
1501
Narus Financial Partners
Utah
$263K -$57.1K -988 -21%
WFI
1502
West Family Investments
California
$263K -$18.3K -317 -8%
AA
1503
Advisory Alpha
Michigan
$262K +$220K +3,812 New
BWM
1504
BlackDiamond Wealth Management
New York
$262K -$8.89K -154 -4%
FI
1505
FWG Investments
Kentucky
$262K +$220K +3,805 New
LWM
1506
LongView Wealth Management
Georgia
$261K +$226K +3,916 New
WMA
1507
Wealth Management Associates
New Jersey
$260K – – –
GWM
1508
GSB Wealth Management
Connecticut
$259K +$217K +3,764 New
MF
1509
Manchester Financial
California
$258K -$50.4K -873 -19%
RDWM
1510
Red Door Wealth Management
Tennessee
$258K +$2.31K +40 +1%
OCG
1511
Opus Capital Group
Ohio
$257K +$866 +15 +0.4%
WB
1512
WesBanco Bank
West Virginia
$257K -$34.9K -605 -14%
UWM
1513
USAdvisors Wealth Management
Minnesota
$256K +$215K +3,726 New
ACIM
1514
Azimuth Capital Investment Management
Michigan
$256K +$215K +3,715 New
CAAS
1515
Capital Asset Advisory Services
Michigan
$255K +$214K +3,713 New
OC
1516
Oarsman Capital
Wisconsin
$255K +$214K +3,707 New
QFA
1517
Quantum Financial Advisors
California
$255K +$58 +1 +0%
CCWM
1518
Cassaday & Co Wealth Management
Virginia
$254K +$213K +3,688 New
FCMT
1519
Founders Capital Management (Texas)
Texas
$253K – – –
FCH
1520
Freestone Capital Holdings
Washington
$253K +$212K +3,674 New
VCA
1521
Verdence Capital Advisors
Maryland
$253K -$34.7K -601 -14%
CK
1522
Cohen Klingenstein
New York
$252K – – –
VCG
1523
Vantage Consulting Group
Virginia
$252K -$28.6K -495 -12%
SWM
1524
Stockman Wealth Management
Montana
$251K -$2.83K -49 -1%
FAFN
1525
First Affirmative Financial Network
Colorado
$251K +$210K +3,642 New
59 60
61
62 63