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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1526
TritonPoint Wealth
Maryland
$248K +$208K +3,607 New
LC
1527
Landaas & Company
Wisconsin
$248K +$208K +3,600 New
CFS
1528
CRA Financial Services
New Jersey
$248K +$208K +3,603 New
GD
1529
Grandfield & Dodd
New York
$248K +$208K +3,600 New
IFPG
1530
Intrepid Financial Planning Group
Indiana
$245K -$10.6K -183 -5%
TCOTS
1531
Trust Company of the South
North Carolina
$245K +$206K +3,566 New
SFA
1532
Source Financial Advisors
New York
$245K -$7.22K -125 -3%
1WM
1533
1858 Wealth Management
Ohio
$245K +$205K +3,554 New
LPT
1534
Legacy Private Trust
Wisconsin
$243K -$17.6K -305 -8%
WCM
1535
Wisconsin Capital Management
Wisconsin
$241K +$202K +3,500 New
TCM
1536
Triumph Capital Management
Colorado
$241K -$134K -2,328 -40%
SIM
1537
Studio Investment Management
Illinois
$239K -$40.9K -709 -17%
FC
1538
Forte Capital
New York
$239K -$34.5K -597 -15%
CWP
1539
Concord Wealth Partners
Virginia
$239K -$76.2K -1,320 -28%
SCP
1540
Sivia Capital Partners
California
$239K +$201K +3,474 New
TWP
1541
Tempus Wealth Planning
California
$239K +$201K +3,472 New
AO
1542
Advisor OS
Illinois
$239K -$491K -8,500 -71%
LCM
1543
LCM Capital Management
Illinois
$238K +$200K +3,465 New
CSIA
1544
Charles Schwab Investment Advisory
California
$238K +$200K +3,462 New
AIP
1545
Almanack Investment Partners
Pennsylvania
$238K +$200K +3,460 New
KLCM
1546
KG&L Capital Management
Louisiana
$236K +$198K +3,430 New
KWS
1547
Keystone Wealth Services
California
$236K -$56.3K -975 -22%
CMAI
1548
Capital Management Associates Inc
Minnesota
$235K +$197K +3,415 New
ODG
1549
O'Dell Group
Ohio
$235K +$197K +3,414 New
CFA
1550
CWS Financial Advisors
Michigan
$234K +$196K +3,401 New
60 61
62
63 64