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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1726
Fortune Financial Advisors
Kansas
$314K – – –
TDB
1727
Thompson David Blair
$314K +$28.6K +314 +10%
HBS
1728
Howard Bailey Securities
Indiana
$313K -$46.3K -508 -13%
BC
1729
Brio Consultants
California
$313K +$4.92K +54 +2%
MMM
1730
Mendel Money Management
Illinois
$313K +$309K +3,390 New
CFA
1731
CWS Financial Advisors
Michigan
$312K +$821 +9 +0.3%
HFM
1732
Harvest Fund Management
China
$312K -$17.6K -193 -5%
AU
1733
AlphaGrep UK
$311K -$490K -5,375 -61%
WFA
1734
Wellspring Financial Advisors
Ohio
$310K -$111K -1,222 -27%
LF
1735
Lantz Financial
Illinois
$310K +$2.1K +23 +0.7%
PWP
1736
Perfromance Wealth Partners
Illinois
$310K -$1.43M -15,665 -82%
WW
1737
Westshore Wealth
California
$308K +$5.29K +58 +2%
BHC
1738
Bull Harbor Capital
Maryland
$306K -$102K -1,119 -25%
WF
1739
Wayfinding Financial
Washington
$306K +$2.28K +25 +0.8%
VA
1740
Veratis Advisors
North Carolina
$306K +$302K +3,314 New
IAS
1741
IMA Advisory Services
Colorado
$306K +$190K +2,084 +170%
KA
1742
Kovack Advisors
Florida
$305K -$46.2K -507 -14%
TCBWMS
1743
Texas Capital Bank Wealth Management Services
Texas
$305K -$62.8K -689 -17%
MO
1744
McMillan Office
Michigan
$304K – – –
VA
1745
Valmark Advisers
Ohio
$304K +$67.7K +742 +29%
BFM
1746
Boothbay Fund Management
New York
$304K -$734K -8,052 -71%
IF
1747
Integrity Financial
Wyoming
$303K – – –
LAM
1748
Lewis Asset Management
California
$301K +$297K +3,261 New
BAM
1749
BOS Asset Management
Illinois
$301K – – –
CCM
1750
Canal Capital Management
Virginia
$300K -$3.83K -42 -1%
68 69
70
71 72