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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HTIM
1501
Harbour Trust & Investment Management
Indiana
$270K -$65.9K -1,000 -21%
BMMM
1502
Boston Mountain Money Management
Arkansas
$268K +$244K +3,708 New
CCWM
1503
Cassaday & Co Wealth Management
Virginia
$268K +$922 +14 +0.4%
BWM
1504
BlackDiamond Wealth Management
New York
$267K -$33.5K -509 -12%
QFA
1505
Quantum Financial Advisors
California
$267K -$790 -12 -0.3%
FCMT
1506
Founders Capital Management (Texas)
Texas
$266K – – –
AIP
1507
Almanack Investment Partners
Pennsylvania
$265K +$13.4K +204 +6%
SWM
1508
Stockman Wealth Management
Montana
$265K +$988 +15 +0.4%
CK
1509
Cohen Klingenstein
New York
$265K – – –
FA
1510
Fiducient Advisors
Illinois
$264K +$241K +3,654 New
CP
1511
Castleview Partners
Texas
$263K +$40.4K +614 +20%
LC
1512
Landaas & Company
Wisconsin
$262K +$1.38K +21 +0.6%
WF
1513
Wayfinding Financial
Washington
$262K +$227K +3,440 New
TWM
1514
Thrive Wealth Management
Pennsylvania
$262K +$20.9K +317 +10%
ACIM
1515
Azimuth Capital Investment Management
Michigan
$262K -$6.32K -96 -3%
CFS
1516
CRA Financial Services
New Jersey
$261K – – –
GD
1517
Grandfield & Dodd
New York
$260K – – –
FCH
1518
Freestone Capital Holdings
Washington
$260K -$5.14K -78 -2%
CCA
1519
Childress Capital Advisors
Texas
$260K -$123K -1,865 -34%
SFA
1520
Source Financial Advisors
New York
$259K +$1.38K +21 +0.6%
SWA
1521
SOA Wealth Advisors
New York
$259K +$24.1K +366 +11%
IFPG
1522
Intrepid Financial Planning Group
Indiana
$258K – – –
MTC
1523
McDaniel Terry & Co
Texas
$257K +$234K +3,558 New
SL
1524
Sentinus LLC
Illinois
$257K +$234K +3,551 New
VCG
1525
Vantage Consulting Group
Virginia
$256K -$7.77K -118 -3%
59 60
61
62 63