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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
1501
Level Four Advisory Services
Texas
$298K +$24K +321 +9%
LTI
1502
Laffer Tengler Investments
Tennessee
$298K – – –
BMC
1503
Benin Management Corp
Connecticut
$296K -$7.48K -100 -2%
CPA
1504
Court Place Advisors
Maryland
$296K -$7.48K -100 -2%
SMH
1505
Sanders Morris Harris
Texas
$296K – – –
TCM
1506
Triumph Capital Management
Colorado
$296K -$537K -7,177 -64%
SFA
1507
Souders Financial Advisors
Ohio
$296K +$2.25K +30 +0.8%
PWA
1508
Principia Wealth Advisory
Texas
$295K +$299K +3,990 New
RBC
1509
Romano Brothers & Co
Illinois
$294K +$4.42K +59 +2%
LBC
1510
Leigh Baldwin & Co
New York
$293K +$296K +3,959 New
ASG
1511
Ariston Services Group
California
$293K – – –
OL
1512
OneFund LLC
Florida
$293K +$2.39K +32 +0.8%
RCP
1513
Rothschild Capital Partners
New York
$292K +$296K +3,952 New
VST
1514
Van Strum & Towne
California
$292K – – –
BAM
1515
Boyar Asset Management
New York
$292K – – –
PCG
1516
Prosperity Consulting Group
Maryland
$292K -$35.2K -470 -11%
NRW
1517
Nova R Wealth
Kansas
$291K – – –
FBFS
1518
First Business Financial Services
Wisconsin
$291K – – –
BWM
1519
BlackDiamond Wealth Management
New York
$289K -$150 -2 -0.1%
NCM
1520
Noesis Capital Mangement
Florida
$289K – – –
PWM
1521
Purus Wealth Management
California
$289K -$21.3K -285 -7%
PCM
1522
Penserra Capital Management
California
$288K +$283K +3,786 +3,236%
KFC
1523
Klingenstein Fields & Co
New York
$288K – – –
TF
1524
Trek Financial
Arizona
$287K -$13.5K -181 -4%
BCM
1525
Brown Capital Management
Maryland
$287K -$207K -2,769 -42%
59 60
61
62 63