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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMU
701
Caliber Wealth Management (Utah)
Utah
$2.2M +$1.57M +30,026 +339%
CBB
702
Citizens Business Bank
California
$2.2M +$2.04M +38,858 New
WCM
703
Wunderlich Capital Managemnt
Tennessee
$2.2M +$9.01K +172 +0.4%
USCWA
704
U.S. Capital Wealth Advisors
Texas
$2.2M +$119K +2,281 +6%
VVP
705
Venture Visionary Partners
Ohio
$2.16M +$30.2K +577 +2%
MNBTD
706
Moody National Bank Trust Division
Texas
$2.16M +$49.5K +945 +3%
3IP
707
3Chopt Investment Partners
Virginia
$2.15M +$135K +2,573 +7%
TAM
708
Titleist Asset Management
Texas
$2.14M +$374K +7,148 +23%
FPGT
709
Financial Partners Group (Tennessee)
Tennessee
$2.14M +$899K +17,162 +83%
TRCT
710
Tower Research Capital (TRC)
New York
$2.14M +$246K +4,695 +14%
CP
711
CenterBook Partners
Connecticut
$2.13M -$737K -14,065 -27%
WG
712
Watchman Group
Texas
$2.13M -$17.4K -333 -0.9%
AIC
713
Aurora Investment Counsel
Georgia
$2.12M +$218K +4,160 +13%
CICI
714
Capital Investment Counsel Inc
North Carolina
$2.1M +$46.8K +894 +2%
CA
715
Clearstead Advisors
Ohio
$2.09M +$1.28M +24,447 +196%
AMM
716
American Money Management
California
$2.05M +$1.59M +30,428 +528%
SFI
717
Siemens Fonds Invest
Germany
$2.05M +$22.2K +423 +1%
MCM
718
MAI Capital Management
Ohio
$2.05M +$32.8K +626 +2%
CAL
719
Capital Analysts LLC
Pennsylvania
$2.03M +$18.8K +358 +1%
FDS
720
First Dallas Securities
Texas
$2.02M +$39.8K +759 +2%
PA
721
Procyon Advisors
Connecticut
$2.01M +$706K +13,487 +61%
CLOS
722
Compagnie Lombard Odier SCmA
Switzerland
$2.01M – – –
PFA
723
Peak Financial Advisors
Colorado
$2M +$1.85M +35,359 New
XWM
724
Xcel Wealth Management
Florida
$2M +$1.14M +21,845 +162%
NFC
725
Northeast Financial Consultants
Connecticut
$2M -$115K -2,200 -6%
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