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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
ODG
1576
O'Dell Group
Ohio
$253K +$75 +1 +0%
MAWA
1577
Moss Adams Wealth Advisors
Washington
$252K +$255K +3,412 New
PPWM
1578
Paragon Private Wealth Management
Kentucky
$250K +$253K +3,382 New
AWM
1579
Accurate Wealth Management
Florida
$250K +$2.1K +28 +0.8%
FCG
1580
Fielder Capital Group
Tennessee
$250K +$17.7K +237 +8%
MA
1581
MONECO Advisors
Connecticut
$250K +$20.9K +279 +9%
W
1582
WorthPointe
California
$249K -$7.63K -102 -3%
BAM
1583
BOS Asset Management
Illinois
$248K – – –
SWM
1584
Seed Wealth Management
Illinois
$248K – – –
LPT
1585
Legacy Private Trust
Wisconsin
$248K – – –
CFA
1586
CWS Financial Advisors
Michigan
$248K – – –
TA
1587
TrueWealth Advisors
Alabama
$248K +$4.42K +59 +2%
SL
1588
Sentinus LLC
Illinois
$248K +$4.04K +54 +2%
SWA
1589
SOA Wealth Advisors
New York
$247K +$4.64K +62 +2%
SNPAM
1590
St. Nicholas Private Asset Management
Florida
$246K +$249K +3,330 New
FTUS
1591
Flow Traders U.S.
New York
$246K +$249K +3,327 New
CCFM
1592
Clear Creek Financial Management
Washington
$246K -$2.47K -33 -1%
GFP
1593
Gryphon Financial Partners
Ohio
$245K -$97.5K -1,303 -28%
SCI
1594
Silver Coast Investments
United States
$244K -$20.1K -268 -8%
RIP
1595
RAM Investment Partners
Washington
$244K +$3.52K +47 +1%
LWM
1596
LongView Wealth Management
Georgia
$243K -$18.8K -251 -7%
MF
1597
Magnetar Financial
Illinois
$241K +$243K +3,250 New
CA
1598
Cornerstone Advisory
Maryland
$240K +$224K +2,992 New
LHC
1599
Little House Capital
Massachusetts
$239K – – –
OWA
1600
Opal Wealth Advisors
New York
$239K -$7.18K -96 -3%
62 63
64
65 66