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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1751
Fountainhead AM
New Jersey
$250K +$230K +2,745 New
BOSSRA
1752
B.O.S.S. Retirement Advisors
Utah
$250K -$90.3K -1,079 -28%
ST
1753
Smithfield Trust
Pennsylvania
$250K – – –
DC
1754
Diametric Capital
Massachusetts
$250K +$229K +2,736 New
SPWM
1755
Straight Path Wealth Management
Michigan
$249K -$84 -1 -0%
CCMG
1756
Clark Capital Management Group
Pennsylvania
$249K +$229K +2,731 New
LTAS
1757
Linden Thomas Advisory Services
North Carolina
$248K -$45.8K -547 -17%
FIM
1758
Freedom Investment Management
Connecticut
$247K -$97.4K -1,163 -30%
MMPW
1759
Mitchell McLeod Pugh & Williams
Alabama
$247K +$227K +2,706 New
WWP
1760
Waypoint Wealth Partners
California
$247K – – –
FOA
1761
Five Oceans Advisors
California
$247K +$2.09K +25 +0.9%
WHCI
1762
W.H. Cornerstone Investments
Massachusetts
$246K +$226K +2,699 New
KFGK
1763
Keystone Financial Group (Kentucky)
Kentucky
$246K -$5.44K -65 -2%
FWCM
1764
Ferguson Wellman Capital Management
Oregon
$246K -$282K -3,368 -56%
TW
1765
TritonPoint Wealth
Maryland
$245K +$225K +2,688 New
PCM
1766
Penserra Capital Management
California
$245K +$217K +2,586 +2,210%
VWM
1767
Venturi Wealth Management
Texas
$245K +$225K +2,683 New
AWS
1768
Arkfeld Wealth Strategies
Nebraska
$244K +$221K +2,640 New
HR
1769
Howe & Rusling
New York
$243K +$223K +2,668 New
AWAG
1770
ARS Wealth Advisors Group
Florida
$243K +$84 +1 +0%
OKSA
1771
O'Keefe Stevens Advisory
New York
$243K -$2.51K -30 -1%
MCWA
1772
Meadow Creek Wealth Advisors
Georgia
$242K +$222K +2,653 New
DLA
1773
Douglas Lane & Associates
New York
$242K +$222K +2,652 New
NL
1774
NWAM LLC
Washington
$241K +$207K +2,468 New
FLII
1775
First Long Island Investors
New York
$241K +$221K +2,642 New
69 70
71
72 73