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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1226
AXQ Capital
New Jersey
$856K +$786K +9,381 New
NP
1227
NorthRock Partners
Minnesota
$856K +$233K +2,788 +42%
WCA
1228
Westover Capital Advisors
Delaware
$855K -$4.52K -54 -0.6%
HT
1229
Headlands Technologies
Illinois
$854K -$1.1M -13,078 -58%
V
1230
ViaWealth
Kansas
$840K -$14.7K -175 -2%
EFG
1231
Everhart Financial Group
Ohio
$838K +$95.6K +1,142 +14%
RIG
1232
RiverFront Investment Group
Virginia
$837K +$768K +9,173 New
OCM
1233
One Capital Management
California
$836K +$167 +2 +0%
EFH
1234
Eaton Financial Holdings
Florida
$833K +$764K +9,124 New
SWM
1235
SeaCrest Wealth Management
New York
$831K -$196K -2,345 -20%
WCM
1236
Weaver Capital Management
Georgia
$824K +$502 +6 +0.1%
CA
1237
Crumly & Associates
Illinois
$824K -$15.3K -183 -2%
LRIA
1238
Leonard Rickey Investment Advisors
Washington
$822K +$37.1K +443 +5%
NP
1239
Nilsine Partners
Colorado
$822K -$12.1K -145 -2%
KA
1240
Kearns & Associates
California
$821K – – –
KWA
1241
Kingswood Wealth Advisors
California
$817K +$299K +3,571 +66%
MF
1242
Manchester Financial
California
$817K -$9.8K -117 -1%
VVP
1243
Venture Visionary Partners
Ohio
$817K -$91.2K -1,089 -11%
DWM
1244
Dynasty Wealth Management
Florida
$812K -$148K -1,772 -17%
JF
1245
Jericho Financial
Ohio
$810K -$97.2K -1,161 -12%
LWAM
1246
Legacy Wealth Asset Management
Minnesota
$809K -$5.78K -69 -0.8%
SPI
1247
Sutton Place Investors
New York
$808K +$15.3K +183 +2%
TCOT
1248
Trust Company of Toledo
Ohio
$806K +$18.3K +218 +3%
AWM
1249
Angeles Wealth Management
California
$804K +$296K +3,541 +67%
SWA
1250
Sax Wealth Advisors
New Jersey
$802K +$17.9K +214 +2%
48 49
50
51 52