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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
1176
Empirical Asset Management
Massachusetts
$1.13M -$1.65M -16,826 -58%
CP
1177
CenterBook Partners
Connecticut
$1.13M -$557K -5,679 -32%
LIM
1178
Longfellow Investment Management
Massachusetts
$1.13M +$1.18M +12,044 New
JFGIW
1179
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.13M +$106K +1,080 +10%
PCS
1180
Personal CFO Solutions
New Jersey
$1.13M -$294 -3 -0%
XWL
1181
XXI Wealth LLC
Illinois
$1.13M -$41.3K -421 -3%
VWM
1182
Vertrix Wealth Management
Michigan
$1.12M +$1.17M +11,945 New
SC
1183
Syon Capital
California
$1.12M -$67.9K -692 -5%
EW
1184
Evoke Wealth
California
$1.12M -$5.59K -57 -0.5%
CA
1185
Cullinan Associates
Kentucky
$1.12M – – –
SRS
1186
Strong Retirement Solutions
Washington
$1.12M +$1.17M +11,900 New
SAM
1187
Summit Asset Management
Tennessee
$1.12M -$687 -7 -0.1%
PPG
1188
Peak Planning Group
Colorado
$1.12M -$16.3K -166 -1%
NEI
1189
Northwest & Ethical Investments
Ontario, Canada
$1.12M -$108K -1,097 -8%
APA
1190
Astoria Portfolio Advisors
New York
$1.11M +$44.4K +453 +4%
GWMR
1191
GC Wealth Management RIA
Massachusetts
$1.11M -$102K -1,043 -8%
LWM
1192
Lodestone Wealth Management
Washington
$1.11M +$3.83K +39 +0.3%
ET
1193
Equitable Trust
Tennessee
$1.1M +$51.7K +527 +5%
PTC
1194
Private Trust Company
Ohio
$1.1M +$604K +6,154 +110%
HWM
1195
Hohimer Wealth Management
Washington
$1.1M +$225K +2,299 +24%
CA
1196
Capital Advantage
California
$1.1M -$3.92K -40 -0.3%
AWM
1197
Angeles Wealth Management
California
$1.1M +$104K +1,061 +10%
PPWP
1198
Premier Path Wealth Partners
New Jersey
$1.09M +$36.5K +372 +3%
M1FG
1199
Mach-1 Financial Group
Arkansas
$1.09M -$1.14M -11,604 -50%
OCA
1200
OpenArc Corporate Advisory
Georgia
$1.08M +$173K +1,766 +18%
46 47
48
49 50