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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
1726
Root Financial Partners
California
$349K +$62.9K +663 +23%
PF
1727
Prosperitas Financial
California
$349K +$2.75K +29 +0.8%
LCM
1728
LCM Capital Management
Illinois
$349K – – –
LCM
1729
Legato Capital Management
California
$348K +$330K +3,483 New
SPWM
1730
Spartan Planning & Wealth Management
North Carolina
$348K +$37.3K +393 +13%
SFG
1731
Southern Financial Group
Alabama
$346K +$329K +3,464 New
WRPWM
1732
Werba Rubin Papier Wealth Management
California
$346K +$329K +3,463 New
PWS
1733
Peterson Wealth Services
Utah
$345K +$162K +1,704 +97%
GGI
1734
Godsey & Gibb Inc
Virginia
$345K -$48.3K -509 -13%
MWA
1735
Muirfield Wealth Advisors
North Carolina
$344K +$104K +1,092 +47%
MFS
1736
Mirabella Financial Services
United Kingdom
$343K +$326K +3,438 New
RDWM
1737
Red Door Wealth Management
Tennessee
$342K +$759 +8 +0.2%
GWANC
1738
Guardian Wealth Advisors (North Carolina)
North Carolina
$341K +$33.2K +350 +11%
ML
1739
McAdam LLC
Pennsylvania
$339K +$32.3K +340 +11%
CFA
1740
CWS Financial Advisors
Michigan
$336K +$664 +7 +0.2%
SIC
1741
Sigma Investment Counselors
Michigan
$336K +$15.2K +160 +5%
WFA
1742
Wellspring Financial Advisors
Ohio
$336K +$77.2K +814 +32%
FIB
1743
First Interstate Bank
Montana
$336K -$15.8K -167 -5%
WW
1744
Westshore Wealth
California
$335K -$16.1K -170 -5%
SFC
1745
SYM Financial Corp
Indiana
$334K -$854 -9 -0.3%
LI
1746
LRI Investments
Florida
$334K +$7.12K +75 +2%
HFS
1747
Hantz Financial Services
Michigan
$334K +$136K +1,430 +75%
AWAG
1748
ARS Wealth Advisors Group
Florida
$334K +$54.3K +572 +21%
MSWA
1749
Marshall & Sterling Wealth Advisors
New York
$332K -$1.61K -17 -0.5%
DE
1750
Diversified Enterprises
Delaware
$331K +$23.9K +252 +8%
68 69
70
71 72