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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AFAS
1876
Acorn Financial Advisory Services
Virginia
$253K +$10.4K +110 +5%
AIP
1877
Almanack Investment Partners
Pennsylvania
$253K -$142K -1,501 -37%
WTFG
1878
Wood Tarver Financial Group
Idaho
$253K +$285 +3 +0.1%
CFS
1879
Coordinated Financial Services
Colorado
$253K +$11.8K +124 +5%
RWA
1880
Redhawk Wealth Advisors
Minnesota
$253K +$5.5K +58 +2%
GWAG
1881
Garrett Wealth Advisory Group
Texas
$252K – – –
LRPA
1882
L. Roy Papp & Associates
Arizona
$252K +$190 +2 +0.1%
CFD
1883
Creative Financial Designs
Indiana
$251K +$285 +3 +0.1%
ADL
1884
Asset Dedication LLC
California
$251K +$474 +5 +0.2%
VA
1885
Veratis Advisors
North Carolina
$251K +$255K +2,692 New
NCM
1886
Northside Capital Management
Oregon
$250K – – –
IFPL
1887
Investments & Financial Planning LLC
Kentucky
$250K -$4.65K -49 -2%
EWP
1888
Elevation Wealth Partners
California
$250K -$6.92K -73 -3%
BA
1889
Bellwether Advisors
Nebraska
$249K -$1.09M -11,487 -82%
NICM
1890
Neo Ivy Capital Management
New York
$249K -$558K -5,887 -70%
FG
1891
Foster Group
Iowa
$249K +$5.5K +58 +2%
CG
1892
Corundum Group
Colorado
$249K +$236K +2,490 New
GD
1893
Grandfield & Dodd
New York
$248K +$569 +6 +0.2%
KAM
1894
Knightsbridge Asset Management
California
$248K +$235K +2,481 New
SSG
1895
Summit Securities Group
New York
$248K -$43.8K -462 -16%
PFM
1896
Patton Fund Management
Texas
$247K -$26.4K -278 -10%
PB
1897
Prosperity Bancshares
Texas
$247K +$235K +2,474 New
GIA
1898
Guyasuta Investment Advisors
Pennsylvania
$247K – – –
CIM
1899
Capital Investment Management
Missouri
$246K +$234K +2,467 New
IWP
1900
Invenio Wealth Partners
Florida
$246K -$11.5K -121 -5%
74 75
76
77 78