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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
1176
Castleark Management
Illinois
$733K – – –
OHWP
1177
Oak Harbor Wealth Partners
North Carolina
$727K +$397K +5,053 +119%
OPWM
1178
Oregon Pacific Wealth Management
Oregon
$727K -$628 -8 -0.1%
PFA
1179
Pure Financial Advisors
California
$726K +$297K +3,787 +69%
HWM
1180
Hohimer Wealth Management
Washington
$725K +$727K +9,257 New
NG
1181
Novem Group
New York
$722K +$103K +1,315 +17%
CA
1182
Crumly & Associates
Illinois
$721K -$9.57K -122 -1%
OCM
1183
One Capital Management
California
$717K -$7.22K -92 -1%
NP
1184
Nilsine Partners
Colorado
$716K -$197K -2,514 -22%
MF
1185
Manchester Financial
California
$710K – – –
LA
1186
Legacy Advisors
Pennsylvania
$707K +$41.7K +531 +6%
SWP
1187
Sagespring Wealth Partners
Tennessee
$707K +$214K +2,732 +43%
WCM
1188
Weaver Capital Management
Georgia
$706K +$9.34K +119 +1%
OPCM
1189
Osborne Partners Capital Management
California
$706K – – –
FB
1190
Fulton Bank
Pennsylvania
$706K +$371K +4,733 +111%
TAM
1191
Titleist Asset Management
Texas
$705K -$68.9K -878 -9%
HAI
1192
Hennessy Advisors Inc
California
$705K -$463K -5,900 -40%
KA
1193
Kearns & Associates
California
$705K – – –
LWAM
1194
Legacy Wealth Asset Management
Minnesota
$700K -$9.5K -121 -1%
BWP
1195
Burling Wealth Partners
Illinois
$695K -$251K -3,197 -26%
CWA
1196
Canvas Wealth Advisors
Kansas
$693K -$80.1K -1,020 -10%
FFS
1197
Founders Financial Securities
Maryland
$690K +$10.6K +135 +2%
IG
1198
ING Group
Netherlands
$689K +$691K +8,807 New
A
1199
Allianz
Germany
$687K +$15.9K +202 +2%
SIA
1200
SkyView Investment Advisors
New Jersey
$687K +$47.6K +607 +7%
46 47
48
49 50