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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CIR
1776
Clear Investment Research
Georgia
$11.7K – – –
EFP
1777
EnRich Financial Partners
Wisconsin
$11.3K – – –
CIAS
1778
CBIZ Investment Advisory Services
Ohio
$11.1K -$66 -1 -0.6%
ATC
1779
Adirondack Trust Company
New York
$10.7K – – –
WAS
1780
Winch Advisory Services
Wisconsin
$10.5K – – –
TIM
1781
Tortoise Investment Management
New York
$10.2K -$1.64K -25 -14%
PP
1782
PrairieView Partners
Minnesota
$10K – – –
HC
1783
Hoese & Co
Minnesota
$9.85K – – –
CWM
1784
CarsonAllaria Wealth Management
Illinois
$9.79K +$9.92K +151 New
MIA
1785
MeadowBrook Investment Advisors
Michigan
$9.72K +$6.57K +100 +200%
RFG
1786
REAP Financial Group
Texas
$9.72K +$9.85K +150 New
GCM
1787
Gables Capital Management
Florida
$9.66K – – –
RTL
1788
Red Tortoise LLC
Georgia
$9.59K – – –
CCMI
1789
Creative Capital Management Investments
California
$9.4K – – –
SN
1790
Sittner & Nelson
Oregon
$9.2K – – –
NECFA
1791
New England Capital Financial Advisors
Connecticut
$9.17K – – –
GGI
1792
Godsey & Gibb Inc
Virginia
$9.01K +$9.13K +139 New
SIS
1793
Strategic Investment Solutions
Illinois
$8.86K +$6.83K +104 +315%
ME
1794
McIlrath & Eck
Washington
$8.5K – – –
FGC
1795
Financial Gravity Companies
Texas
$8.43K +$8.54K +130 New
FPF
1796
First Pacific Financial
Washington
$8.1K – – –
CFFP
1797
Center for Financial Planning
Michigan
$7.65K – – –
OPTFSNA
1798
Old Point Trust & Financial Services N A
Virginia
$7.52K – – –
MCI
1799
MRP Capital Investments
Georgia
$7.45K +$7.55K +115 New
HFS
1800
Horizon Financial Services
North Carolina
$7.32K – – –
70 71
72
73 74