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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1576
Janiczek Wealth Management
Colorado
$9.27K +$698 +9 +9%
SIA
1577
Sit Investment Associates
Minnesota
$9K +$8.54K +110 New
ETC
1578
Exchange Traded Concepts
Oklahoma
$8.49K -$5.36K -69 -40%
RP
1579
Repertoire Partners
New York
$8.33K – – –
SC
1580
Sierra Capital
Florida
$8K – – –
MYAM
1581
Meiji Yasuda Asset Management
Japan
$7.74K -$929K -11,975 -11%
MTIC
1582
Missouri Trust & Investment Company
Missouri
$7K – – –
UIA
1583
Ulland Investment Advisors
Minnesota
$7K – – –
TCA
1584
Trifecta Capital Advisors
Illinois
$6.83K +$6.36K +82 New
SA
1585
SRH Advisors
Kansas
$6K – – –
SIC
1586
SJS Investment Consulting
Ohio
$6K +$3.57K +46 +177%
CWAF
1587
Core Wealth Advisors (Florida)
Florida
$5.58K +$5.2K +67 New
GA
1588
GoalVest Advisory
New York
$5.16K – – –
WAS
1589
Winch Advisory Services
Wisconsin
$5K – – –
CAM
1590
Costello Asset Management
Pennsylvania
$5K – – –
IGWM
1591
ICA Group Wealth Management
Colorado
$5K +$4.66K +60 New
CSWM
1592
Cassady Schiller Wealth Management
Ohio
$4.91K +$4.58K +59 New
BAM
1593
Byrne Asset Management
New Jersey
$4.58K – – –
OLVIG
1594
Oliver Lagore Vanvalin Investment Group
Michigan
$4.58K – – –
TAM
1595
Tucker Asset Management
Colorado
$4.46K – – –
PFG
1596
Piershale Financial Group
Illinois
$4.35K +$4.04K +52 New
CSPAM
1597
Cary Street Partners Asset Management
Virginia
$4.16K – – –
VCM
1598
Vigilant Capital Management
Maine
$4K – – –
MPCL
1599
My Personal CFO LLC
Washington
$4K +$3.73K +48 New
BBPWM
1600
Blue Bell Private Wealth Management
Pennsylvania
$3.83K – – –
62 63
64
65 66