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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FAFN
1526
First Affirmative Financial Network
Colorado
$251K +$210K +3,642 New
TW
1527
TritonPoint Wealth
Maryland
$248K +$208K +3,607 New
LC
1528
Landaas & Company
Wisconsin
$248K +$208K +3,600 New
CFS
1529
CRA Financial Services
New Jersey
$248K +$208K +3,603 New
GD
1530
Grandfield & Dodd
New York
$248K +$208K +3,600 New
IFPG
1531
Intrepid Financial Planning Group
Indiana
$245K -$10.6K -183 -5%
TCOTS
1532
Trust Company of the South
North Carolina
$245K +$206K +3,566 New
SFA
1533
Source Financial Advisors
New York
$245K -$7.22K -125 -3%
1WM
1534
1858 Wealth Management
Ohio
$245K +$205K +3,554 New
LPT
1535
Legacy Private Trust
Wisconsin
$243K -$17.6K -305 -8%
WCM
1536
Wisconsin Capital Management
Wisconsin
$241K +$202K +3,500 New
TCM
1537
Triumph Capital Management
Colorado
$241K -$134K -2,328 -40%
SIM
1538
Studio Investment Management
Illinois
$239K -$40.9K -709 -17%
FC
1539
Forte Capital
New York
$239K -$34.5K -597 -15%
CWP
1540
Concord Wealth Partners
Virginia
$239K -$76.2K -1,320 -28%
SCP
1541
Sivia Capital Partners
California
$239K +$201K +3,474 New
TWP
1542
Tempus Wealth Planning
California
$239K +$201K +3,472 New
AO
1543
Advisor OS
Illinois
$239K -$491K -8,500 -71%
LCM
1544
LCM Capital Management
Illinois
$238K +$200K +3,465 New
Charles Schwab Investment Advisory
1545
Charles Schwab Investment Advisory
California
$238K +$200K +3,462 New
AIP
1546
Almanack Investment Partners
Pennsylvania
$238K +$200K +3,460 New
KLCM
1547
KG&L Capital Management
Louisiana
$236K +$198K +3,430 New
KWS
1548
Keystone Wealth Services
California
$236K -$56.3K -975 -22%
CMAI
1549
Capital Management Associates Inc
Minnesota
$235K +$197K +3,415 New
ODG
1550
O'Dell Group
Ohio
$235K +$197K +3,414 New