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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
1651
Ferguson Wellman Capital Management
Oregon
$216K -$117K -1,564 -35%
FAIM
1652
Financial Advocates Investment Management
Washington
$215K -$19.1K -255 -8%
BGAI
1653
Bruce G. Allen Investments
Colorado
$215K -$7.71K -103 -3%
KSWA
1654
Kathleen S. Wright Associates
Pennsylvania
$214K – – –
PL
1655
Plancorp LLC
Missouri
$214K +$216K +2,893 New
HB
1656
HTLF Bank
Colorado
$213K +$215K +2,874 New
QC
1657
Quent Capital
New York
$212K -$10.5K -140 -5%
WC
1658
Waterloo Capital
Texas
$211K -$34.7K -464 -14%
SA
1659
SRH Advisors
Kansas
$211K – – –
KFGK
1660
Keystone Financial Group (Kentucky)
Kentucky
$208K +$210K +2,804 New
LWM
1661
LJI Wealth Management
Indiana
$207K +$210K +2,802 New
CFM
1662
Catalyst Funds Management
Australia
$207K +$210K +2,800 New
MWM
1663
Marion Wealth Management
Pennsylvania
$206K +$208K +2,777 New
LAMC
1664
Longview Asset Management (California)
California
$205K +$207K +2,764 New
HIC
1665
Holderness Investments Company
North Carolina
$204K +$207K +2,760 New
PCA
1666
Prosperity Capital Advisors
Ohio
$204K +$206K +2,757 New
MCM
1667
Manchester Capital Management
Vermont
$204K +$76.8K +1,027 +60%
AWAG
1668
ARS Wealth Advisors Group
Florida
$203K +$205K +2,739 New
IWP
1669
Invenio Wealth Partners
Florida
$203K +$205K +2,737 New
SPWM
1670
Straight Path Wealth Management
Michigan
$202K +$204K +2,732 New
SFG
1671
Shum Financial Group
California
$202K +$204K +2,728 New
CAAS
1672
Capital Asset Advisory Services
Michigan
$202K +$203K +2,711 New
BC
1673
Brio Consultants
California
$202K +$204K +2,726 New
CFO
1674
Collective Family Office
Pennsylvania
$202K +$204K +2,726 New
MAM
1675
Mainsail Asset Management
Alabama
$202K +$204K +2,725 New
65 66
67
68 69