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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWCM
1576
Mine & Arao Wealth Creation & Management
California
$9.55K +$78 +1 +0.9%
BFPW
1577
BOK Financial Private Wealth
Colorado
$9.49K – – –
JWM
1578
Janiczek Wealth Management
Colorado
$9.27K +$698 +9 +9%
SIA
1579
Sit Investment Associates
Minnesota
$9K +$8.54K +110 New
ETC
1580
Exchange Traded Concepts
Oklahoma
$8.49K -$5.36K -69 -40%
RP
1581
Repertoire Partners
New York
$8.33K – – –
SC
1582
Sierra Capital
Florida
$8K – – –
MTIC
1583
Missouri Trust & Investment Company
Missouri
$7K – – –
UIA
1584
Ulland Investment Advisors
Minnesota
$7K – – –
TCA
1585
Trifecta Capital Advisors
Illinois
$6.83K +$6.36K +82 New
SA
1586
SRH Advisors
Kansas
$6K – – –
SIC
1587
SJS Investment Consulting
Ohio
$6K +$3.57K +46 +177%
CWAF
1588
Core Wealth Advisors (Florida)
Florida
$5.58K +$5.2K +67 New
GA
1589
GoalVest Advisory
New York
$5.16K – – –
WAS
1590
Winch Advisory Services
Wisconsin
$5K – – –
CAM
1591
Costello Asset Management
Pennsylvania
$5K – – –
IGWM
1592
ICA Group Wealth Management
Colorado
$5K +$4.66K +60 New
CSWM
1593
Cassady Schiller Wealth Management
Ohio
$4.91K +$4.58K +59 New
BAM
1594
Byrne Asset Management
New Jersey
$4.58K – – –
OLVIG
1595
Oliver Lagore Vanvalin Investment Group
Michigan
$4.58K – – –
TAM
1596
Tucker Asset Management
Colorado
$4.46K – – –
PFG
1597
Piershale Financial Group
Illinois
$4.35K +$4.04K +52 New
CSPAM
1598
Cary Street Partners Asset Management
Virginia
$4.16K – – –
VCM
1599
Vigilant Capital Management
Maine
$4K – – –
MPCL
1600
My Personal CFO LLC
Washington
$4K +$3.73K +48 New
62 63
64
65 66