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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FOA
1801
Five Oceans Advisors
California
$244K -$13.8K -145 -5%
GBT
1802
Grove Bank & Trust
Florida
$244K -$18.2K -192 -7%
WFA
1803
Wellspring Financial Advisors
Ohio
$243K +$242K +2,550 New
IFPL
1804
Investments & Financial Planning LLC
Kentucky
$243K +$95 +1 +0%
BDFN
1805
Bond & Devick Financial Network
Minnesota
$243K +$759 +8 +0.3%
TC
1806
TFR Capital
Texas
$242K -$4.46K -47 -2%
GWAG
1807
Garrett Wealth Advisory Group
Texas
$241K – – –
WTFG
1808
Wood Tarver Financial Group
Idaho
$241K +$380 +4 +0.2%
PWM
1809
Pines Wealth Management
North Carolina
$241K -$32K -337 -12%
SFB
1810
STAR Financial Bank
Indiana
$241K +$239K +2,521 New
LRPA
1811
L. Roy Papp & Associates
Arizona
$241K +$190 +2 +0.1%
BOSSRA
1812
B.O.S.S. Retirement Advisors
Utah
$241K -$20.9K -220 -8%
CFD
1813
Creative Financial Designs
Indiana
$240K +$380 +4 +0.2%
TFA
1814
Teamwork Financial Advisors
Texas
$239K +$25.6K +270 +12%
ADL
1815
Asset Dedication LLC
California
$239K -$30.1K -317 -11%
NWWA
1816
New Wave Wealth Advisors
Arkansas
$239K -$4.75K -50 -2%
NCM
1817
Northside Capital Management
Oregon
$239K – – –
MAM
1818
Morse Asset Management
Connecticut
$238K +$228K +2,406 +2,644%
GKIM
1819
GW&K Investment Management
Massachusetts
$238K +$2.09K +22 +0.9%
MHC
1820
Meyer Handelman Company
New York
$238K – – –
NRC
1821
New Republic Capital
North Carolina
$237K +$17.6K +185 +8%
GD
1822
Grandfield & Dodd
New York
$237K – – –
MCB
1823
Morton Community Bank
Illinois
$236K -$64.4K -678 -21%
GIA
1824
Guyasuta Investment Advisors
Pennsylvania
$236K – – –
RWA
1825
Redhawk Wealth Advisors
Minnesota
$236K +$1.04K +11 +0.4%
71 72
73
74 75