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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
1201
Navalign LLC
California
$975K -$20.5K -216 -2%
KCM
1202
Kanawha Capital Management
Virginia
$972K -$232K -2,441 -19%
CWM
1203
Circle Wealth Management
New Jersey
$972K +$43.7K +460 +5%
SAM
1204
Silvercrest Asset Management
New York
$963K – – –
VPW
1205
Variant Private Wealth
Virginia
$963K -$11.5K -121 -1%
HKIMG
1206
Hutchens & Kramer Investment Management Group
Indiana
$963K -$54.8K -577 -5%
AMM
1207
American Money Management
California
$959K +$3.32K +35 +0.3%
AAM
1208
Advisors Asset Management
Colorado
$957K -$236K -2,483 -20%
BWM
1209
BigSur Wealth Management
Florida
$955K – – –
EDRH
1210
Edmond de Rothschild Holding
Switzerland
$955K – – –
LWCFA
1211
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$954K +$957K +10,080 New
PFA
1212
Pure Financial Advisors
California
$953K +$23.5K +248 +3%
CGFA
1213
Colton Groome Financial Advisors
North Carolina
$952K +$22.8K +240 +2%
NG
1214
Novem Group
New York
$945K +$37.4K +394 +4%
BWP
1215
Balboa Wealth Partners
Arizona
$942K -$125K -1,315 -12%
IF
1216
Ironwood Financial
Arizona
$936K – – –
SC
1217
Syon Capital
California
$934K +$473K +4,978 +104%
PWMAG
1218
Pinnacle Wealth Management Advisory Group
New Jersey
$934K +$14K +147 +2%
CNTOF
1219
Canandaigua National Trust of Florida
New York
$930K -$58.4K -615 -6%
HIM
1220
Hillsdale Investment Management
Ontario, Canada
$924K +$919K +9,680 New
EAM
1221
Erste Asset Management
Austria
$923K -$8.48M -89,333 -90%
MC
1222
Matisse Capital
Oregon
$919K -$226K -2,385 -20%
PA
1223
PFG Advisors
Arizona
$919K -$188M -1,985,311 -100%
LRIA
1224
Leonard Rickey Investment Advisors
Washington
$910K +$49.8K +525 +6%
TCOT
1225
Trust Company of Toledo
Ohio
$910K +$65.7K +692 +8%
47 48
49
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