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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
ACH
1076
ArrowMark Colorado Holdings
Colorado
$1.41M – – –
WBCM
1077
Wilson & Boucher Capital Management
California
$1.41M – – –
NCM
1078
Neumann Capital Management
California
$1.41M -$9.12K -100 -0.7%
SG
1079
Sienna Gestion
France
$1.4M -$156K -1,710 -10%
BEI
1080
Benjamin Edwards Inc
Missouri
$1.4M -$148K -1,623 -10%
EWA
1081
EverSource Wealth Advisors
Alabama
$1.4M -$247K -2,707 -15%
IP
1082
Indivisible Partners
Florida
$1.39M +$136K +1,486 +11%
BWAM
1083
Boyd Watterson Asset Management
Ohio
$1.39M – – –
CFB
1084
Cullen/Frost Bankers
Texas
$1.37M +$140K +1,533 +12%
MBT
1085
Montecito Bank & Trust
California
$1.36M – – –
KLWA
1086
Kelly Lawrence W & Associates
California
$1.36M – – –
BAM
1087
Belpointe Asset Management
Nevada
$1.36M +$162K +1,775 +14%
SWP
1088
Sagespring Wealth Partners
Tennessee
$1.36M -$341K -3,742 -20%
CP
1089
Canopy Partners
Ohio
$1.35M -$73.8K -809 -5%
JFA
1090
JNBA Financial Advisors
Minnesota
$1.35M +$4.74K +52 +0.4%
CCA
1091
Checchi Capital Advisers
California
$1.35M +$35.2K +386 +3%
PAM
1092
Peak Asset Management
Colorado
$1.34M +$1.33M +14,563 New
SSWM
1093
Sheets Smith Wealth Management
North Carolina
$1.34M – – –
BRWA
1094
B. Riley Wealth Advisors
Florida
$1.34M -$101K -1,104 -7%
WKWM
1095
Walter & Keenan Wealth Management
Indiana
$1.34M -$2.01K -22 -0.2%
FFG
1096
Frisch Financial Group
New York
$1.33M -$5.84K -64 -0.4%
UCI
1097
Uncommon Cents Investing
Wisconsin
$1.33M – – –
SWA
1098
Stratos Wealth Advisors
Ohio
$1.33M -$266K -2,921 -17%
PPWM
1099
Paragon Private Wealth Management
Kentucky
$1.32M +$130K +1,427 +11%
GIA
1100
Gladstone Institutional Advisory
Florida
$1.32M +$37.8K +414 +3%
42 43
44
45 46