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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
1201
Stokes Family Office
Louisiana
$575K -$258K -4,469 -35%
KA
1202
Keene & Associates
Texas
$574K +$55.9K +968 +13%
RCAG
1203
Rehmann Capital Advisory Group
Michigan
$573K -$27.1K -470 -5%
BCM
1204
Boltwood Capital Management
California
$572K +$19.6K +340 +4%
CWM
1205
Concentric Wealth Management
California
$570K -$8.66K -150 -2%
GL
1206
Graypoint LLC
New York
$567K +$113K +1,959 +31%
RA
1207
RFG Advisory
Alabama
$566K +$12.5K +216 +3%
PCM
1208
Pointe Capital Management
Michigan
$565K +$32.6K +565 +7%
DFG
1209
Demars Financial Group
Washington
$565K +$6.7K +116 +1%
IWM
1210
IHT Wealth Management
Illinois
$563K +$7.39K +128 +2%
PFBT
1211
Parkside Financial Bank & Trust
Missouri
$562K +$70.9K +1,228 +18%
HI
1212
Harbour Investments
Wisconsin
$561K +$18.1K +314 +4%
OPA
1213
Old Port Advisors
Maine
$560K -$48.6K -841 -9%
BWA
1214
Bordeaux Wealth Advisors
California
$559K -$3.75K -65 -0.8%
IIM
1215
InTrack Investment Management
Vermont
$559K -$553K -9,569 -54%
DCM
1216
Driehaus Capital Management
Illinois
$557K +$468K +8,100 New
CWM
1217
Circle Wealth Management
New Jersey
$557K +$38.3K +664 +9%
FB
1218
Fulton Bank
Pennsylvania
$556K +$183K +3,172 +65%
JHCP
1219
Jackson Hole Capital Partners
Oklahoma
$554K – – –
AA
1220
Apriem Advisors
California
$552K +$8.49K +147 +2%
CQS
1221
Credential Qtrade Securities
$552K -$94.2K -1,631 -17%
LAM
1222
Lountzis Asset Management
Pennsylvania
$552K – – –
CL
1223
Choreo LLC
Illinois
$551K -$57.5K -995 -11%
MA
1224
MCF Advisors
Kentucky
$549K +$379K +6,566 +462%
PPWP
1225
Premier Path Wealth Partners
New Jersey
$546K +$459K +7,941 New
47 48
49
50 51