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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FCG
1601
Fielder Capital Group
Tennessee
$419K -$39.5K -433 -9%
AP
1602
Atwood & Palmer
Missouri
$418K -$2.28K -25 -0.5%
CRI
1603
Colonial River Investments
Virginia
$418K -$53.6K -588 -11%
GBFG
1604
Gerald Baker Financial Group
Texas
$416K +$1.09K +12 +0.3%
WF
1605
Welch & Forbes
Massachusetts
$415K -$10.9K -119 -3%
OWA
1606
Octavia Wealth Advisors
Ohio
$413K -$23K -252 -5%
SP
1607
SmartHarvest Portfolios
Washington
$412K -$32.7K -359 -7%
CWG
1608
Cornerstone Wealth Group
North Carolina
$411K +$18K +197 +5%
OL
1609
OneFund LLC
Florida
$411K -$12.6K -138 -3%
WA
1610
Waddell & Associates
Tennessee
$410K -$27.4K -300 -6%
NWMP
1611
Noble Wealth Management PBC
Colorado
$410K -$46.6K -511 -10%
HFS
1612
Hantz Financial Services
Michigan
$407K -$231K -2,538 -37%
KCIC
1613
Kuhn & Co Investment Counsel
Illinois
$406K – – –
DTC
1614
Davidson Trust Company
Washington
$404K -$14.1K -155 -3%
TCA
1615
Transcend Capital Advisors
New Jersey
$404K -$243K -2,668 -38%
CPA
1616
Capital Performance Advisors
California
$403K -$273K -2,996 -41%
GA
1617
Greenspring Advisors
Maryland
$401K +$53.6K +588 +16%
PBK
1618
Peoples Bank (Kansas)
Kansas
$400K +$10.3K +113 +3%
IC
1619
Inscription Capital
Texas
$400K -$245K -2,684 -38%
HWA
1620
Heritage Wealth Advisors
Virginia
$399K -$23.5K -258 -6%
AIM
1621
Acropolis Investment Management
Missouri
$398K -$14K -153 -3%
CMAI
1622
Capital Management Associates Inc
Minnesota
$398K +$45.6K +500 +13%
RFN
1623
RDA Financial Network
Iowa
$397K +$29.8K +327 +8%
TAM
1624
Trillium Asset Management
Massachusetts
$396K – – –
KJWM
1625
Kiley Juergens Wealth Management
Washington
$395K -$37.9K -416 -9%
63 64
65
66 67