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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1601
Souders Financial Advisors
Ohio
$435K +$28.3K +289 +7%
WF
1602
Welch & Forbes
Massachusetts
$434K – – –
EWM
1603
Evermay Wealth Management
Virginia
$434K – – –
WFA
1604
Wellspring Financial Advisors
Ohio
$433K +$122K +1,240 +37%
HWA
1605
Heritage Wealth Advisors
Virginia
$430K -$3.27M -33,347 -88%
EWS
1606
Eagle Wealth Strategies
New Jersey
$430K +$5.49K +56 +1%
OIM
1607
Orca Investment Management
Oregon
$429K – – –
AP
1608
Atwood & Palmer
Missouri
$428K +$249K +2,542 +126%
WFI
1609
West Family Investments
California
$426K -$334K -3,402 -43%
DTC
1610
Davidson Trust Company
Washington
$426K +$15.2K +155 +4%
EA
1611
Everpar Advisors
Oklahoma
$426K +$78.9K +804 +22%
OL
1612
OneFund LLC
Florida
$424K +$21.7K +221 +5%
S
1613
SimplyRich
California
$423K – – –
GBFG
1614
Gerald Baker Financial Group
Texas
$422K +$441K +4,495 New
LIA
1615
LBMC Investment Advisors
Tennessee
$420K +$8.24K +84 +2%
AIM
1616
Acropolis Investment Management
Missouri
$420K – – –
BHC
1617
Bull Harbor Capital
Maryland
$417K +$435K +4,437 New
BMCM
1618
Burns Matteson Capital Management
New York
$415K -$586K -5,970 -57%
OWA
1619
Opal Wealth Advisors
New York
$415K -$12.8K -131 -3%
KCIC
1620
Kuhn & Co Investment Counsel
Illinois
$413K – – –
TF
1621
Trek Financial
Arizona
$411K +$5.49K +56 +1%
AWM
1622
Aberdeen Wealth Management
Illinois
$409K – – –
FFO
1623
Fiduciary Family Office
Florida
$408K +$59.5K +607 +16%
APP
1624
Avantax Planning Partners
Iowa
$407K -$50.6K -516 -11%
CPW
1625
Catalyst Private Wealth
California
$406K +$2.45K +25 +0.6%
63 64
65
66 67