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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MS
1201
Maven Securities
Jersey
$581K +$529K +8,028 New
LAM
1202
Lountzis Asset Management
Pennsylvania
$580K – – –
IGAM
1203
iA Global Asset Management
Quebec, Canada
$579K -$7.71M -117,113 -94%
AFG
1204
Albion Financial Group
Utah
$575K +$2.7K +41 +0.5%
RSVP
1205
Ramsay Stattman Vela & Price
Colorado
$575K +$35.6K +540 +7%
SPI
1206
Sutton Place Investors
New York
$573K +$23.4K +356 +5%
CWS
1207
Cypress Wealth Services
California
$566K +$44.1K +669 +9%
CS
1208
Cannell & Spears
New York
$565K +$514K +7,806 New
CQS
1209
Credential Qtrade Securities
$563K -$16.3K -247 -3%
LWM
1210
Lyell Wealth Management
California
$558K – – –
AIM
1211
Athena Investment Management
California
$558K – – –
CL
1212
Choreo LLC
Illinois
$556K -$21.9K -333 -4%
BFS
1213
Bradley Foster & Sargent
Connecticut
$554K +$222K +3,375 +79%
BWM
1214
Bullock Wealth Management
Indiana
$552K +$503K +7,633 New
AGWCA
1215
Annis Gardner Whiting Capital Advisors
Florida
$552K +$26.7K +405 +6%
PP
1216
PDS Planning
Ohio
$549K +$22.3K +338 +5%
RIM
1217
RW Investment Management
Idaho
$547K +$2.96K +45 +0.6%
CC
1218
Cipher Capital
New York
$543K +$495K +7,511 New
IC
1219
Inscription Capital
Texas
$542K +$494K +7,496 New
APP
1220
Avantax Planning Partners
Iowa
$540K +$154K +2,336 +46%
CWM
1221
Cornerstone Wealth Management
Missouri
$539K +$57.8K +877 +13%
VAMG
1222
Voisard Asset Management Group
Michigan
$539K -$16.5K -250 -3%
WP
1223
WealthPLAN Partners
Nebraska
$539K -$1.35M -20,520 -73%
MFA
1224
Mayflower Financial Advisors
Massachusetts
$536K +$47.8K +726 +11%
HH
1225
Hilltop Holdings
Texas
$535K +$18.8K +285 +4%
47 48
49
50 51