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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1651
WrapManager Inc
California
$383K +$4.22K +43 +1%
JAG
1652
Journey Advisory Group
Kentucky
$381K -$161K -1,640 -29%
TSS
1653
Two Sigma Securities
New York
$381K -$492K -5,013 -55%
LCWP
1654
Legacy Capital Wealth Partners
Arkansas
$381K -$124K -1,264 -24%
5NPW
1655
55 North Private Wealth
Florida
$379K -$5.2K -53 -1%
PG
1656
Prostatis Group
Maryland
$379K -$1.47K -15 -0.4%
DG
1657
Dala Group
Illinois
$379K -$34.4K -351 -8%
SIA
1658
Strategic Investment Advisors
Michigan
$378K +$394K +4,018 New
AAP
1659
Aristotle Atlantic Partners
Florida
$376K +$392K +4,000 New
TCBWMS
1660
Texas Capital Bank Wealth Management Services
Texas
$375K +$391K +3,990 New
CC
1661
Clearwave Capital
California
$374K +$73K +744 +23%
RFN
1662
RDA Financial Network
Iowa
$373K +$29.2K +298 +8%
TCM
1663
Triumph Capital Management
Colorado
$373K +$7.45K +76 +2%
RBC
1664
Romano Brothers & Co
Illinois
$373K -$11.8K -120 -3%
FA
1665
Faithward Advisors
Pennsylvania
$373K +$1.27K +13 +0.3%
ASG
1666
Ariston Services Group
California
$372K -$388K -3,958 Closed
DE
1667
Diversified Enterprises
Delaware
$372K +$63.3K +645 +19%
VST
1668
Van Strum & Towne
California
$371K – – –
PIA
1669
Perennial Investment Advisors
California
$371K +$23K +235 +6%
BCA
1670
Bay Colony Advisors
Massachusetts
$371K +$12.8K +130 +3%
AA
1671
Advisory Alpha
Michigan
$371K -$87.4K -891 -18%
PWC
1672
Pathfinder Wealth Consulting
North Carolina
$370K +$386K +3,940 New
HB
1673
Horizon Bancorp
Indiana
$370K +$72.7K +741 +23%
BGDI
1674
BW Gestao de Investimentos
Brazil
$370K +$386K +3,935 New
BFS
1675
Bradley Foster & Sargent
Connecticut
$370K -$41.2K -420 -10%
65 66
67
68 69