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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
1601
Summit Wealth & Retirement Planning
California
$443K +$37.1K +378 +9%
AHL
1602
Abel Hall LLC
Louisiana
$442K -$118K -1,204 -20%
KJWM
1603
Kiley Juergens Wealth Management
Washington
$442K +$461K +4,698 New
LI
1604
LRI Investments
Florida
$438K +$128K +1,310 +39%
SFA
1605
Souders Financial Advisors
Ohio
$435K +$28.3K +289 +7%
WF
1606
Welch & Forbes
Massachusetts
$434K – – –
EWM
1607
Evermay Wealth Management
Virginia
$434K – – –
WFA
1608
Wellspring Financial Advisors
Ohio
$433K +$122K +1,240 +37%
HWA
1609
Heritage Wealth Advisors
Virginia
$430K -$3.27M -33,347 -88%
EWS
1610
Eagle Wealth Strategies
New Jersey
$430K +$5.49K +56 +1%
OIM
1611
Orca Investment Management
Oregon
$429K – – –
AP
1612
Atwood & Palmer
Missouri
$428K +$249K +2,542 +126%
WFI
1613
West Family Investments
California
$426K -$334K -3,402 -43%
DTC
1614
Davidson Trust Company
Washington
$426K +$15.2K +155 +4%
EA
1615
Everpar Advisors
Oklahoma
$426K +$78.9K +804 +22%
OL
1616
OneFund LLC
Florida
$424K +$21.7K +221 +5%
S
1617
SimplyRich
California
$423K – – –
GBFG
1618
Gerald Baker Financial Group
Texas
$422K +$441K +4,495 New
LIA
1619
LBMC Investment Advisors
Tennessee
$420K +$8.24K +84 +2%
AIM
1620
Acropolis Investment Management
Missouri
$420K – – –
BHC
1621
Bull Harbor Capital
Maryland
$417K +$435K +4,437 New
BMCM
1622
Burns Matteson Capital Management
New York
$415K -$586K -5,970 -57%
OWA
1623
Opal Wealth Advisors
New York
$415K -$12.8K -131 -3%
KCIC
1624
Kuhn & Co Investment Counsel
Illinois
$413K – – –
TF
1625
Trek Financial
Arizona
$411K +$5.49K +56 +1%
63 64
65
66 67