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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
ITIM
2051
Indiana Trust & Investment Management
Indiana
$127K -$759 -8 -0.6%
PWM
2052
Proathlete Wealth Management
Florida
$126K +$3.51K +37 +3%
WAG
2053
Wilkerson Advisory Group
Missouri
$124K +$118K +1,243 New
HC
2054
Hara Capital
Washington
$124K -$7.68K -81 -6%
IAS
2055
IMA Advisory Services
Colorado
$123K +$6.92K +73 +6%
SAM
2056
Sherman Asset Management
California
$121K – – –
FMII
2057
Farmers & Merchants Investments Inc
Nebraska
$121K +$1.42K +15 +1%
RMP
2058
Richards, Merrill & Peterson
Washington
$120K +$114K +1,202 New
AFC
2059
Ares Financial Consulting
California
$119K +$113K +1,192 New
PP
2060
Pacifica Partners
Canada
$118K – – –
CBT
2061
Crews Bank & Trust
Florida
$117K – – –
AF
2062
Abound Financial
California
$117K +$111K +1,173 New
MEG
2063
Millstone Evans Group
Colorado
$115K – – –
EF
2064
Entrust Financial
Pennsylvania
$115K +$109K +1,148 New
DCM
2065
Davis Capital Management
Florida
$115K -$5.69K -60 -5%
SIS
2066
Sound Income Strategies
Florida
$114K +$8.16K +86 +8%
ASCM
2067
Adkins Seale Capital Management
Louisiana
$113K +$107K +1,130 New
CAL
2068
Capital Advisors Ltd
Ohio
$107K – – –
WIM
2069
Westside Investment Management
California
$107K +$2.66K +28 +3%
TCOV
2070
Trust Company of Vermont
Vermont
$106K -$75.7K -798 -43%
PWMA
2071
Pension & Wealth Management Advisors
Massachusetts
$106K +$285 +3 +0.3%
RBC
2072
Roble Belko & Company
Pennsylvania
$104K +$98.4K +1,037 New
CFFP
2073
Center for Financial Planning
Michigan
$104K – – –
DWM
2074
Darwin Wealth Management
Florida
$104K – – –
LC
2075
Lavaca Capital
Texas
$103K +$98.3K +1,036 New
81 82
83
84 85