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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1151
Crumly & Associates
Illinois
$691K -$6.96K -93 -1%
CI
1152
CX Institutional
Indiana
$688K +$14.8K +198 +2%
KA
1153
Keene & Associates
Texas
$688K -$1.87K -25 -0.3%
OPWM
1154
Oregon Pacific Wealth Management
Oregon
$688K +$696K +9,295 New
GL
1155
Graypoint LLC
New York
$687K +$33.7K +451 +5%
OCM
1156
One Capital Management
California
$684K – – –
BBHC
1157
Brown Brothers Harriman & Co
New York
$684K +$96.3K +1,287 +16%
BTI
1158
Blue Trust Inc
Georgia
$681K -$772K -10,312 -53%
CIM
1159
Chapman Investment Management
California
$679K -$984K -13,154 -59%
CGFA
1160
Colton Groome Financial Advisors
North Carolina
$676K -$82.2K -1,098 -11%
LAM
1161
Lountzis Asset Management
Pennsylvania
$675K -$9.95K -133 -1%
BIG
1162
Brooklyn Investment Group
New York
$673K +$39.4K +527 +6%
HCM
1163
Howard Capital Management
Georgia
$672K +$47.3K +632 +7%
MF
1164
Manchester Financial
California
$672K -$38.5K -514 -5%
LWAM
1165
Legacy Wealth Asset Management
Minnesota
$670K -$10.8K -144 -2%
FWTB
1166
First Western Trust Bank
Colorado
$670K +$5.91K +79 +0.9%
HC
1167
Hara Capital
Washington
$669K -$42.7K -570 -6%
OPCM
1168
Osborne Partners Capital Management
California
$667K – – –
CA
1169
Continuum Advisory
Idaho
$666K +$33.5K +448 +5%
KA
1170
Kearns & Associates
California
$666K – – –
WWM
1171
Western Wealth Management
Colorado
$666K -$42.4K -566 -6%
FNBOO
1172
First National Bank of Omaha
Nebraska
$665K -$345K -4,611 -34%
WCM
1173
Weaver Capital Management
Georgia
$659K +$182K +2,437 +38%
UWS
1174
Unique Wealth Strategies
Illinois
$657K +$664K +8,874 New
KWM
1175
Keebeck Wealth Management
Illinois
$656K – – –
45 46
47
48 49