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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1176
CKW Financial Group
Hawaii
$281K +$6.9K +100 +2%
RWA
1177
River Wealth Advisors
Pennsylvania
$279K +$304K +4,409 New
ACIM
1178
Azimuth Capital Investment Management
Michigan
$278K +$303K +4,400 New
MCM
1179
Murphy Capital Management
New Jersey
$277K -$1.03K -15 -0.3%
CCG
1180
Chatham Capital Group
Georgia
$277K +$27.4K +397 +10%
IFWM
1181
Institute for Wealth Management
Colorado
$275K +$9.79K +142 +3%
TFS
1182
TrustCore Financial Services
Tennessee
$274K -$27.6K -400 -8%
PA
1183
Parkside Advisors
California
$274K +$79.7K +1,156 +36%
CG
1184
Cutler Group
California
$273K +$77.7K +1,126 +35%
TSWM
1185
Triangle Securities Wealth Management
North Carolina
$273K +$298K +4,316 New
EL
1186
Envoi LLC
Minnesota
$272K +$297K +4,300 New
CS
1187
Comerica Securities
Michigan
$271K +$98.7K +1,431 +50%
APA
1188
Astoria Portfolio Advisors
New York
$271K +$296K +4,290 New
RZH
1189
Relyea Zuckerberg Hanson
Connecticut
$270K -$20.5K -297 -6%
GA
1190
Geller Advisors
New York
$270K -$3.45K -50 -1%
DWM
1191
Defined Wealth Management
Oregon
$270K – – –
GA
1192
GoalVest Advisory
New York
$270K +$2.83K +41 +1%
SIMG
1193
Sonora Investment Management Group
Arizona
$270K +$9.31K +135 +3%
FEG
1194
Financial Enhancement Group
Indiana
$270K +$53.8K +780 +22%
FAFN
1195
First Affirmative Financial Network
Colorado
$267K -$24.6K -356 -8%
AC
1196
Abbrea Capital
California
$266K -$19.7K -285 -6%
NEWAS
1197
N.E.W. Advisory Services
Wisconsin
$266K +$290K +4,208 New
SWA
1198
Sutton Wealth Advisors
Florida
$266K +$2.14K +31 +0.7%
TRIA
1199
Trail Ridge Investment Advisors
Colorado
$264K – – –
CSPIA
1200
Cary Street Partners Investment Advisory
Virginia
$264K +$288K +4,172 New
46 47
48
49 50