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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CSP
826
Cary Street Partners
Virginia
$3.05M -$46K -469 -1%
FWM
827
Finer Wealth Management
Massachusetts
$3.05M -$27.8K -283 -0.9%
BFG
828
Beacon Financial Group
Texas
$3.04M +$10.3K +105 +0.3%
SAM
829
Smithbridge Asset Management
Pennsylvania
$3.01M -$3.24M -33,020 -51%
CWM
830
Compass Wealth Management
Connecticut
$3M -$66.7K -680 -2%
HA
831
Harfst & Associates
Wyoming
$3M -$101K -1,026 -3%
SWA
832
Strata Wealth Advisors
Texas
$2.99M +$1.27K +13 +0%
CCM
833
Chaney Capital Management
Washington
$2.98M +$22.3K +227 +0.7%
GCP
834
Gill Capital Partners
Colorado
$2.98M -$196K -1,999 -6%
CAI
835
Capital Advisors Inc
Oklahoma
$2.97M +$186K +1,899 +6%
SIAP
836
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.95M -$14.7K -150 -0.5%
RBI
837
Raiffeisen Bank International
Austria
$2.95M +$1.28M +13,084 +70%
JSSH
838
J. Safra Sarasin Holding
$2.94M -$360K -3,675 -10%
BCB
839
Brian C. Broderick
$2.94M +$774K +7,888 +34%
OTL
840
Oak Thistle LLC
New York
$2.93M +$1.05M +10,729 +52%
MAA
841
Mraz Amerine & Associates
California
$2.91M – – –
HCA
842
Harbor Capital Advisors
Illinois
$2.89M +$3.01M +30,729 New
GI
843
GAMCO Investors
Connecticut
$2.89M +$290K +2,956 +11%
WIA
844
Westview Investment Advisors
Vermont
$2.88M -$214K -2,181 -7%
SSI
845
Scott & Selber Inc
Texas
$2.87M -$33.2K -339 -1%
ISB
846
Iowa State Bank
Iowa
$2.84M -$1.47K -15 -0%
NME
847
Notis-McConarty Edward
$2.84M +$357K +3,640 +14%
JGC
848
J. Goldman & Co
New York
$2.82M +$2.94M +29,997 New
CCS
849
Concentric Capital Strategies
Connecticut
$2.82M -$8.19M -83,530 -74%
SHA
850
Seneca House Advisors
Virginia
$2.82M -$1.63M -16,630 -36%
32 33
34
35 36