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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
726
Apollon Wealth Management
South Carolina
$2.07M -$182K -3,010 -7%
3IP
727
3Chopt Investment Partners
Virginia
$2.06M -$26.7K -442 -1%
CAL
728
Capital Analysts LLC
Pennsylvania
$2.04M +$82.6K +1,366 +4%
WAM
729
Wolverine Asset Management
Illinois
$2.04M +$1.84M +30,392 +451%
CICI
730
Capital Investment Counsel Inc
North Carolina
$2.03M – – –
KWM
731
Kingsview Wealth Management
Oregon
$2.02M +$1.39M +22,922 +166%
VIM
732
VELA Investment Management
Ohio
$2.01M +$106K +1,760 +5%
FPGT
733
Financial Partners Group (Tennessee)
Tennessee
$1.99M -$89.6K -1,482 -4%
SAM
734
Silvercrest Asset Management
New York
$1.98M +$190K +3,144 +10%
GBA
735
Garrison Bradford & Associates
New York
$1.98M +$526K +8,698 +32%
BS
736
Banco Santander
Spain
$1.96M +$1.92M +31,790 +804%
CBT
737
Central Bank & Trust
Kentucky
$1.96M +$250K +4,137 +13%
OLA
738
Oliver Luxxe Assets
New Jersey
$1.95M +$2.15M +35,599 New
NFC
739
Northeast Financial Consultants
Connecticut
$1.94M – – –
CNBT
740
Canandaigua National Bank & Trust
New York
$1.93M +$323K +5,341 +18%
CWM
741
Cabot Wealth Management
Massachusetts
$1.93M +$88.5K +1,465 +4%
CLOS
742
Compagnie Lombard Odier SCmA
Switzerland
$1.92M -$24.2K -400 -1%
GCWM
743
Graham Capital Wealth Management
District of Columbia
$1.9M – – –
LW
744
Linscomb Wealth
Texas
$1.9M +$20.5K +340 +1%
CA
745
Clearstead Advisors
Ohio
$1.9M -$140K -2,311 -6%
USCWA
746
U.S. Capital Wealth Advisors
Texas
$1.9M -$252K -4,173 -11%
FFG
747
Frisch Financial Group
New York
$1.88M +$439K +7,266 +27%
BFA
748
Buttonwood Financial Advisors
Maryland
$1.87M +$107K +1,763 +5%
FI
749
Fosun International
China
$1.87M +$33.2K +550 +2%
CTC
750
Central Trust Company
Missouri
$1.86M +$40.7K +673 +2%
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