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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1176
IHT Wealth Management
Illinois
$606K +$13.6K +206 +3%
CAG
1177
Compass Advisory Group
New York
$606K – – –
SFO
1178
Stokes Family Office
Louisiana
$604K – – –
RSWM
1179
Robertson Stephens Wealth Management
California
$603K +$127K +1,929 +30%
MF
1180
Manchester Financial
California
$603K +$302K +4,580 +122%
VL
1181
Vima LLC
Michigan
$602K +$22.6K +343 +3%
RCAG
1182
Rehmann Capital Advisory Group
Michigan
$600K -$2.04K -31 -0.4%
KHCM
1183
Kirtland Hills Capital Management
Ohio
$599K +$516K +7,829 New
SBIA
1184
Sheaff Brock Investment Advisors
Indiana
$598K -$56.6K -860 -9%
CA
1185
Continuum Advisory
Idaho
$595K -$964K -14,639 -65%
RA
1186
RFG Advisory
Alabama
$593K -$1.91K -29 -0.4%
GL
1187
Graypoint LLC
New York
$593K -$3.36K -51 -0.6%
AIA
1188
Angeles Investment Advisors
California
$593K +$20.3K +308 +4%
BCM
1189
Boltwood Capital Management
California
$592K -$8.23K -125 -2%
PPWP
1190
Premier Path Wealth Partners
New Jersey
$591K +$15.5K +235 +3%
EA
1191
Emerald Advisers
Pennsylvania
$591K -$206K -3,123 -28%
EI
1192
Ellevest Inc
New York
$591K +$37.2K +565 +7%
BOS
1193
Bank of Stockton
California
$591K +$24.8K +376 +5%
LHC
1194
Little House Capital
Massachusetts
$590K -$2.91M -44,256 -84%
AA
1195
Apriem Advisors
California
$590K +$8.56K +130 +2%
MSS
1196
Mitchell Sinkler & Starr
Pennsylvania
$589K -$319K -4,844 -37%
IIM
1197
InTrack Investment Management
Vermont
$587K – – –
CWM
1198
Concentric Wealth Management
California
$585K -$13K -197 -2%
BWA
1199
Bordeaux Wealth Advisors
California
$583K -$4.21K -64 -0.8%
FT
1200
Fiduciary Trust
Massachusetts
$583K -$60.3K -915 -10%
46 47
48
49 50