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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1526
WrapManager Inc
California
$446K -$87K -917 -16%
HBS
1527
Howard Bailey Securities
Indiana
$445K -$229K -2,415 -34%
WF
1528
Welch & Forbes
Massachusetts
$445K – – –
SCM
1529
SCS Capital Management
Massachusetts
$444K -$941K -9,918 -68%
TA
1530
Tactive Advisors
Florida
$444K -$22.4K -236 -5%
OIM
1531
Orca Investment Management
Oregon
$443K – – –
QL
1532
Quarry LP
New York
$441K +$328K +3,460 +299%
AWA
1533
Arete Wealth Advisors
Illinois
$440K +$14.5K +153 +3%
CRI
1534
Colonial River Investments
Virginia
$434K +$9.87K +104 +2%
BWM
1535
Bernard Wealth Management
Michigan
$434K – – –
SIMG
1536
Sonora Investment Management Group
Arizona
$434K -$8.73K -92 -2%
EWS
1537
Eagle Wealth Strategies
New Jersey
$431K -$18.3K -193 -4%
S
1538
SimplyRich
California
$430K – – –
WP
1539
Westmount Partners
California
$428K +$949 +10 +0.2%
RW
1540
RVW Wealth
California
$428K -$2.18K -23 -0.5%
SFG
1541
Shum Financial Group
California
$428K +$425K +4,482 New
OWA
1542
Opal Wealth Advisors
New York
$427K +$14K +147 +3%
APP
1543
Avantax Planning Partners
Iowa
$427K -$22.3K -235 -5%
CA
1544
CoreCap Advisors
Michigan
$426K +$20K +211 +5%
PBK
1545
Peoples Bank (Kansas)
Kansas
$423K -$35.6K -375 -8%
FSC
1546
Full Sail Capital
Oklahoma
$422K +$114K +1,206 +37%
HIIFS
1547
Harel Insurance Investments & Financial Services
Israel
$419K +$259K +2,728 +163%
LIA
1548
LBMC Investment Advisors
Tennessee
$419K – – –
CIA
1549
Caerus Investment Advisors
Texas
$418K +$415K +4,377 New
WP
1550
WealthPLAN Partners
Nebraska
$415K -$2.85K -30 -0.7%
60 61
62
63 64