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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GS
1876
GTS Securities
Florida
$245K -$796K -8,732 -77%
GFG
1877
Greystone Financial Group
Michigan
$244K -$38.1K -418 -14%
BP
1878
Broadleaf Partners
Ohio
$244K – – –
AIA
1879
Allied Investment Advisors
Montana
$244K – – –
TPWA
1880
TRUE Private Wealth Advisors
Oregon
$243K -$638 -7 -0.3%
BHIA
1881
Birch Hill Investment Advisors
Massachusetts
$243K +$240K +2,630 New
IHL
1882
Investment House LLC
California
$241K – – –
LTAS
1883
Linden Thomas Advisory Services
North Carolina
$241K +$2.92K +32 +1%
ADL
1884
Asset Dedication LLC
California
$241K -$40K -439 -14%
TFA
1885
Transamerica Financial Advisors
Florida
$240K +$19.9K +218 +9%
MA
1886
MJP Associates
Connecticut
$240K -$15.6K -171 -6%
KC
1887
Knuff & Co
California
$240K +$173K +1,900 +271%
OW
1888
Olistico Wealth
Oklahoma
$240K +$91 +1 +0%
GD
1889
Grandfield & Dodd
New York
$239K +$9.94K +109 +4%
BMCM
1890
Burns Matteson Capital Management
New York
$239K -$167K -1,831 -41%
AIP
1891
Almanack Investment Partners
Pennsylvania
$239K +$4.56K +50 +2%
WA1
1892
Wimmer Associates 1
California
$239K -$29.6K -325 -11%
SW
1893
SMART Wealth
Nebraska
$238K -$563K -6,176 -71%
SFWA
1894
Summit Financial Wealth Advisors
Louisiana
$238K +$4.29K +47 +2%
CPIA
1895
Cornell Pochily Investment Advisors
New York
$238K +$6.66K +73 +3%
PCM
1896
Prospera Capital Management
Arizona
$237K +$730 +8 +0.3%
DOA
1897
D'Orazio & Associates
Virginia
$237K -$5.38K -59 -2%
SQA
1898
Simon Quick Advisors
New Jersey
$237K -$13.9K -152 -6%
FOA
1899
Five Oceans Advisors
California
$236K -$821 -9 -0.4%
WTFG
1900
Wood Tarver Financial Group
Idaho
$234K +$365 +4 +0.2%
74 75
76
77 78