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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1701
Magnus Financial Group
New York
$211K +$212K +2,697 New
OKSA
1702
O'Keefe Stevens Advisory
New York
$211K +$212K +2,695 New
CWG
1703
Cornerstone Wealth Group
North Carolina
$211K +$211K +2,693 New
MA
1704
MJP Associates
Connecticut
$210K +$211K +2,688 New
FOA
1705
Five Oceans Advisors
California
$210K +$210K +2,680 New
LA
1706
LVW Advisors
New York
$209K +$210K +2,670 New
AWAG
1707
ARS Wealth Advisors Group
Florida
$209K -$5.81K -74 -3%
GF
1708
Gries Financial
Ohio
$209K +$209K +2,664 New
FAFN
1709
First Affirmative Financial Network
Colorado
$209K -$35.1K -447 -14%
FTC
1710
Farmers Trust Company
Ohio
$208K +$209K +2,662 New
OBWG
1711
Onyx Bridge Wealth Group
New York
$208K +$209K +2,657 New
BIC
1712
Beach Investment Counsel
Pennsylvania
$208K +$208K +2,656 New
BP
1713
Broadleaf Partners
Ohio
$207K +$207K +2,640 New
BC
1714
Brio Consultants
California
$206K -$6.99K -89 -3%
DOA
1715
D'Orazio & Associates
Virginia
$206K +$206K +2,628 New
PCA
1716
Prosperity Capital Advisors
Ohio
$204K -$9.97K -127 -5%
FFB
1717
First Financial Bankshares
Texas
$204K +$205K +2,606 New
GB
1718
Goepper Burkhardt
South Carolina
$204K +$204K +2,600 New
FWP
1719
FAS Wealth Partners
Kansas
$203K +$204K +2,598 New
SW
1720
SMART Wealth
Nebraska
$203K +$203K +2,587 New
DFA
1721
DHK Financial Advisors
New Hampshire
$202K +$203K +2,582 New
DFG
1722
Delta Financial Group
New Jersey
$202K +$198K +2,529 New
WGAM
1723
Wilkinson Global Asset Management
New York
$202K +$202K +2,580 New
SPWM
1724
Schrum Private Wealth Management
Florida
$200K +$201K +2,556 New
RTC
1725
Riverview Trust Company
Washington
$200K -$2.12K -27 -1%
67 68
69
70 71