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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AMG
1826
Asset Management Group
Connecticut
$218K +$200K +2,388 New
IP
1827
Ignite Planners
California
$218K +$190K +2,273 New
MFA
1828
Morling Financial Advisors
California
$218K -$57.3K -684 -22%
ML
1829
McAdam LLC
Pennsylvania
$217K +$200K +2,384 New
TCM
1830
Teza Capital Management
Illinois
$217K +$199K +2,380 New
SWM
1831
Segment Wealth Management
Texas
$217K +$199K +2,376 New
DBRC
1832
D.B. Root & Company
Pennsylvania
$217K +$199K +2,375 New
FNT
1833
First Nebraska Trust
Nebraska
$217K +$199K +2,373 New
KCP
1834
Kera Capital Partners
California
$217K +$199K +2,373 New
BA
1835
Bellwether Advisors
Nebraska
$216K -$2.16M -25,759 -92%
AFAS
1836
Acorn Financial Advisory Services
Virginia
$215K +$197K +2,356 New
FG
1837
Foster Group
Iowa
$215K +$197K +2,351 New
BF
1838
Brooklyn FI
New York
$214K +$196K +2,344 New
BGAI
1839
Bruce G. Allen Investments
Colorado
$214K -$70.4K -841 -26%
HNB
1840
Hilltop National Bank
Wyoming
$213K +$196K +2,336 New
PCM
1841
Prospera Capital Management
Arizona
$213K +$195K +2,332 New
CNB
1842
Camden National Bank
Maine
$212K -$39.1K -467 -17%
TVWM
1843
Tower View Wealth Management
Wisconsin
$212K +$195K +2,323 New
AP
1844
Atwood & Palmer
Missouri
$211K +$167K +2,000 +639%
CPA
1845
Cardiff Park Advisors
California
$211K +$193K +2,310 New
NRC
1846
New Republic Capital
North Carolina
$210K +$193K +2,301 New
JCM
1847
Jacobsen Capital Management
Utah
$209K +$192K +2,294 New
CPIA
1848
Cornell Pochily Investment Advisors
New York
$209K +$192K +2,289 New
ZIC
1849
ZWJ Investment Counsel
Georgia
$208K +$191K +2,284 New
ICP
1850
Interchange Capital Partners
Pennsylvania
$208K +$191K +2,281 New
72 73
74
75 76