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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
1651
Delta Financial Advisors
Louisiana
$301K -$52.2K -624 -16%
CWG
1652
Cornerstone Wealth Group
North Carolina
$301K +$50.6K +604 +22%
NCM
1653
Noesis Capital Mangement
Florida
$301K -$46.2K -552 -14%
CT
1654
Chicago Trust
Illinois
$299K +$275K +3,281 New
EA
1655
Everpar Advisors
Oklahoma
$298K +$21K +251 +8%
CAU
1656
Caxton Associates (UK)
$298K +$274K +3,267 New
HBW
1657
Hazlett, Burt & Watson
West Virginia
$298K +$233K +2,777 +535%
TA
1658
TrueWealth Advisors
Alabama
$298K -$2.09K -25 -0.8%
BWM
1659
BlackDiamond Wealth Management
New York
$298K +$38.4K +458 +16%
LPT
1660
Legacy Private Trust
Wisconsin
$298K – – –
BAM
1661
BOS Asset Management
Illinois
$297K – – –
CCM
1662
Canal Capital Management
Virginia
$297K +$272K +3,254 New
LPAM
1663
Lodestar Private Asset Management
California
$297K -$29.6K -354 -10%
PL
1664
Plancorp LLC
Missouri
$295K +$7.2K +86 +3%
MA
1665
MONECO Advisors
Connecticut
$295K -$14.4K -172 -5%
FSC
1666
Full Sail Capital
Oklahoma
$294K +$269K +3,218 New
MWM
1667
Marion Wealth Management
Pennsylvania
$293K +$32.7K +391 +14%
C
1668
Certuity
Florida
$292K +$16.2K +194 +6%
SIC
1669
Sigma Investment Counselors
Michigan
$292K – – –
PA
1670
Procyon Advisors
Connecticut
$291K -$283K -3,381 -51%
BCB
1671
Brian C. Broderick
$290K +$266K +3,180 New
MCB
1672
Morton Community Bank
Illinois
$290K -$46.5K -555 -15%
EP
1673
Essential Partners
California
$289K +$266K +3,172 New
BWA
1674
Blodgett Wealth Advisors
California
$289K – – –
WPP
1675
Whalerock Point Partners
Rhode Island
$289K – – –
65 66
67
68 69