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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1226
Albion Financial Group
Utah
$544K – – –
AIA
1227
Angeles Investment Advisors
California
$542K +$19.2K +333 +4%
CC
1228
Cannell & Co
New York
$539K +$23.1K +400 +5%
TFA
1229
Trinity Financial Advisors
Ohio
$538K -$20K -347 -4%
IFA
1230
Index Fund Advisors
California
$533K +$29.6K +512 +7%
LFAS
1231
Level Four Advisory Services
Texas
$533K +$47.5K +822 +12%
LWM
1232
Lyell Wealth Management
California
$531K +$445K +7,713 New
AIM
1233
Athena Investment Management
California
$530K – – –
VAMG
1234
Voisard Asset Management Group
Michigan
$530K +$445K +7,700 New
DGAM
1235
Desjardins Global Asset Management
Quebec, Canada
$530K -$11.8K -204 -3%
SSWM
1236
Sheets Smith Wealth Management
North Carolina
$529K +$5.78K +100 +1%
EI
1237
Ellevest Inc
New York
$523K -$38.5K -666 -8%
SPI
1238
Sutton Place Investors
New York
$520K +$3.7K +64 +0.9%
RIM
1239
RW Investment Management
Idaho
$517K – – –
CAG
1240
Csenge Advisory Group
Florida
$516K -$809 -14 -0.2%
BIC
1241
Beach Investment Counsel
Pennsylvania
$514K – – –
FC
1242
Fusion Capital
South Carolina
$511K +$105K +1,826 +33%
LCWP
1243
Legacy Capital Wealth Partners
Arkansas
$511K -$21.4K -370 -5%
RSVP
1244
Ramsay Stattman Vela & Price
Colorado
$509K – – –
VAG
1245
VisionPoint Advisory Group
Texas
$509K -$3.35K -58 -0.8%
CAM
1246
Cozad Asset Management
Illinois
$501K -$9.18K -159 -2%
CCM
1247
Carlson Capital Management
Minnesota
$500K -$2.37K -41 -0.6%
PP
1248
PDS Planning
Ohio
$499K -$13.6K -235 -3%
MSFS
1249
Main Street Financial Solutions
Pennsylvania
$499K -$13.3K -231 -3%
AGWCA
1250
Annis Gardner Whiting Capital Advisors
Florida
$497K +$55.8K +967 +15%
48 49
50
51 52