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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1651
Fairfield Financial Advisors
Massachusetts
$117K -$69.4K -1,202 -41%
SPWM
1652
Spartan Planning & Wealth Management
North Carolina
$116K +$96.8K +1,677 +33,540%
GC
1653
Garde Capital
Washington
$115K -$86.5K -1,498 -47%
MFA
1654
McClarren Financial Advisors
Pennsylvania
$115K +$462 +8 +0.5%
DAM
1655
Delta Asset Management
Tennessee
$113K – – –
SOW
1656
State of Wyoming
Wyoming
$112K -$59.2K -1,025 -39%
BC
1657
Barrett & Company
Rhode Island
$109K – – –
AWM
1658
AllSquare Wealth Management
New York
$107K – – –
MME
1659
Meag Munich Ergo
Germany
$107K – – –
OIA
1660
Optimum Investment Advisors
Illinois
$105K -$116 -2 -0.1%
TC
1661
Truvestments Capital
Florida
$103K +$173 +3 +0.2%
OP
1662
ORG Partners
Indiana
$101K +$30.7K +532 +57%
MCM
1663
MV Capital Management
Maryland
$100K +$2.43K +42 +3%
TFM
1664
TFC Financial Management
Massachusetts
$96.2K +$693 +12 +0.9%
HB
1665
Horizon Bancorp
Indiana
$96K -$8.49K -147 -10%
NCM
1666
Northwest Capital Management
Oregon
$94.3K -$5.54K -96 -7%
OC
1667
Oakworth Capital
Alabama
$92.5K +$8.32K +144 +12%
AWM
1668
Atticus Wealth Management
Florida
$92.3K -$141K -2,441 -65%
TCWA
1669
Turtle Creek Wealth Advisors
Texas
$92.1K +$77.3K +1,338 New
RG
1670
Retirement Group
California
$91.4K +$18.1K +313 +31%
SAG
1671
Spotlight Asset Group
Illinois
$90.5K – – –
FIM
1672
FWL Investment Management
Texas
$90.2K +$14.1K +245 +23%
RAM
1673
Ramirez Asset Management
New York
$89.4K +$11.6K +200 +18%
NFA
1674
Northwest Financial Advisors
Virginia
$89.3K +$75K +1,298 New
WAS
1675
Wesleyan Assurance Society
United Kingdom
$86K – – –
65 66
67
68 69