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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CIS
2076
Custom Index Systems
New York
$61.5K +$60.8K +667 New
MEG
2077
Millstone Evans Group
Colorado
$60.8K -$39.7K -435 -40%
ORAM
2078
One River Asset Management
Connecticut
$60.2K -$15.8K -173 -21%
MMG
2079
Monetary Management Group
Missouri
$60K – – –
WPA
2080
West Paces Advisors
Georgia
$59.5K +$58.8K +645 New
ITG
2081
Index Technologies Group
New York
$58.8K +$58.1K +637 New
KAS
2082
Kemnay Advisory Services
New York
$58K +$6.47K +71 +13%
FLP
2083
Financial Life Planners
Arizona
$57.9K +$182 +2 +0.3%
OCWP
2084
Owl Creek Wealth Partners
Colorado
$57.8K – – –
TCM
2085
Tradewinds Capital Management
Washington
$57.5K +$91 +1 +0.2%
CMA
2086
Cedar Mountain Advisors
Oregon
$57K +$91 +1 +0.2%
WA
2087
Westfuller Advisors
New York
$55.8K -$3.37K -37 -6%
HFS
2088
Hughes Financial Services
Virginia
$55.8K +$6.11K +67 +12%
GJIA
2089
Glass Jacobson Investment Advisors
Maryland
$55.6K +$9.21K +101 +20%
GC
2090
Gould Capital
Washington
$55.4K – – –
NSIM
2091
North Star Investment Management
Illinois
$54.8K -$2.92K -32 -5%
WAG
2092
Wiser Advisor Group
Arizona
$53.2K +$2.46K +27 +5%
RBC
2093
Roble Belko & Company
Pennsylvania
$53K -$25.1K -275 -32%
DAM
2094
Delta Asset Management
Tennessee
$52.2K -$9.12K -100 -15%
CWA
2095
Carolina Wealth Advisors
South Carolina
$52.1K – – –
ECM
2096
Estabrook Capital Management
New York
$52.1K +$4.56K +50 +10%
TWD
2097
True Wealth Design
Ohio
$51.7K +$8.21K +90 +19%
CWP
2098
Clark Wealth Partners
Illinois
$50.9K -$91 -1 -0.2%
WA
2099
WPG Advisers
Maryland
$50.3K -$1.55K -17 -3%
FC
2100
Fairscale Capital
New Hampshire
$50.2K – – –
82 83
84
85 86