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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1851
Muirfield Wealth Advisors
North Carolina
$207K +$190K +2,266 New
W
1852
WorthPointe
California
$205K -$93.9K -1,121 -33%
CPL
1853
CAP Partners LLC
Tennessee
$205K +$188K +2,250 New
SH
1854
SLT Holdings
Arizona
$205K +$188K +2,250 New
TFA
1855
Teamwork Financial Advisors
Texas
$204K +$187K +2,239 New
WA
1856
WP Advisors
California
$204K +$187K +2,237 New
TFG
1857
Tilson Financial Group
New Jersey
$204K +$187K +2,237 New
BTD
1858
BankPlus Trust Department
Mississippi
$204K -$2.18K -26 -1%
TWM
1859
Tumwater Wealth Management
Idaho
$203K +$187K +2,228 New
AAS
1860
Annex Advisory Services
Wisconsin
$203K +$186K +2,223 New
SFG
1861
Sather Financial Group
Texas
$202K +$186K +2,219 New
MWA
1862
Medallion Wealth Advisors
Connecticut
$202K +$2.51K +30 +1%
SGK
1863
Steigerwald Gordon & Koch
Virginia
$201K +$185K +2,205 New
AIM
1864
Avity Investment Management
Connecticut
$201K +$184K +2,200 New
SS
1865
SBI Securities
Japan
$200K +$2.68K +32 +1%
B
1866
Birchbrook
Maine
$198K -$8.29K -99 -4%
CCG
1867
Ceeto Capital Group
Florida
$194K – – –
CPG
1868
Cornerstone Planning Group
New Jersey
$187K +$123K +1,471 +318%
UIA
1869
Ulland Investment Advisors
Minnesota
$186K -$17.6K -210 -9%
TFIPS
1870
Towarzystwo Funduszy Inwestycyjnych PZU SA
$183K – – –
TWC
1871
TD Waterhouse Canada
Ontario, Canada
$178K +$114K +1,367 +234%
BIA
1872
Bell Investment Advisors
California
$173K +$1.68K +20 +1%
SA
1873
SRH Advisors
Kansas
$169K – – –
HIA
1874
Harbor Investment Advisory
Maryland
$164K +$502 +6 +0.1%
VWA
1875
VSM Wealth Advisory
Maryland
$161K +$66.1K +789 +81%
73 74
75
76 77