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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1151
Stablepoint Partners
Massachusetts
$1.16M +$14.9K +163 +1%
BA
1152
Birinyi Associates
Connecticut
$1.16M +$121K +1,326 +12%
FA
1153
Fiduciary Alliance
South Carolina
$1.16M +$56.1K +615 +5%
GIA
1154
Gateway Investment Advisers
Ohio
$1.16M -$27.2M -298,781 -96%
SWM
1155
Spire Wealth Management
Virginia
$1.16M -$4.58M -50,179 -80%
ICM
1156
Islay Capital Management
Texas
$1.16M +$99.3K +1,089 +10%
GA
1157
Greenhaven Associates
New York
$1.15M – – –
HA
1158
Hamel Associates
New Jersey
$1.15M -$41K -450 -3%
HHRDM
1159
H&H Retirement Design & Management
Nevada
$1.15M -$6.2K -68 -0.6%
PCMU
1160
Paragon Capital Management (Utah)
Utah
$1.15M +$1.13M +12,416 New
VIM
1161
VELA Investment Management
Ohio
$1.15M -$1.46K -16 -0.1%
OC
1162
Opal Capital
Florida
$1.14M +$199K +2,184 +21%
CP
1163
Cumberland Partners
Ontario, Canada
$1.14M – – –
AAS
1164
Ameritas Advisory Services
Nebraska
$1.14M +$247K +2,712 +28%
LWAM
1165
Legacy Wealth Asset Management
Minnesota
$1.13M +$7.66K +84 +0.7%
HWM
1166
Hohimer Wealth Management
Washington
$1.12M +$41.9K +459 +4%
DC
1167
Diametric Capital
Massachusetts
$1.12M +$1.11M +12,134 New
LIM
1168
Longfellow Investment Management
Massachusetts
$1.12M +$4.92K +54 +0.4%
KWM
1169
Keebeck Wealth Management
Illinois
$1.11M +$139K +1,528 +15%
XWL
1170
XXI Wealth LLC
Illinois
$1.11M +$1.55K +17 +0.1%
TWPM
1171
Total Wealth Planning & Management
Florida
$1.1M +$90.7K +995 +9%
7WCP
1172
71 West Capital Partners
Massachusetts
$1.1M +$250K +2,742 +30%
CA
1173
Cullinan Associates
Kentucky
$1.1M – – –
MAM
1174
Mystic Asset Management
Rhode Island
$1.1M -$15.9K -174 -1%
SAM
1175
Summit Asset Management
Tennessee
$1.1M – – –
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