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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BGAI
1626
Bruce G. Allen Investments
Colorado
$170K +$143K +2,476 New
RS
1627
Rakuten Securities
Japan
$170K +$143K +2,472 New
JEST
1628
JTC Employer Solutions Trustee
Jersey
$163K +$136K +2,350 New
CFD
1629
Creative Financial Designs
Indiana
$158K +$3.06K +53 +2%
JWM
1630
Janiczek Wealth Management
Colorado
$153K -$42.7K -740 -25%
BIA
1631
Bell Investment Advisors
California
$153K -$231 -4 -0.2%
CSB
1632
City State Bank
Iowa
$152K – – –
CAS
1633
Coppell Advisory Solutions
Texas
$144K +$109K +1,891 +909%
DI
1634
DAGCO Inc
Ohio
$143K +$38.3K +663 +47%
DWS
1635
Dynamic Wealth Strategies
California
$143K +$120K +2,073 New
HWA
1636
Heritage Wealth Advisors
Virginia
$141K +$84.3K +1,460 +250%
TWM
1637
Tradition Wealth Management
Minnesota
$139K +$404 +7 +0.3%
CAC
1638
Core Alternative Capital
Georgia
$138K +$10.1K +175 +10%
LFG
1639
Larson Financial Group
Missouri
$136K -$14.4K -250 -11%
A
1640
AJOVista
Massachusetts
$136K +$114K +1,980 New
JSAM
1641
J. Safra Asset Management
New York
$136K +$8.03K +139 +8%
PK
1642
Pflug Koory
Nebraska
$133K – – –
AIM
1643
Acropolis Investment Management
Missouri
$132K +$116 +2 +0.1%
ECM
1644
Estabrook Capital Management
New York
$130K – – –
VC
1645
Vestor Capital
Illinois
$129K -$13.9K -240 -11%
FFA
1646
Founders Financial Alliance
North Carolina
$128K +$107K +1,860 New
DCM
1647
Disciplina Capital Management
Tennessee
$127K – – –
FRA
1648
Frank Rimerman Advisors
California
$126K +$106K +1,833 New
FMII
1649
Farmers & Merchants Investments Inc
Nebraska
$125K -$4.62K -80 -4%
HFM
1650
Hartford Financial Management
Connecticut
$124K – – –
64 65
66
67 68