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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
1226
Sage Rhino Capital
California
$1.1M -$292K -3,077 -22%
DKCM
1227
Davidson Kahn Capital Management
California
$1.1M -$1.9K -20 -0.2%
SRWM
1228
Shira Ridge Wealth Management
California
$1.1M +$2.37K +25 +0.2%
APA
1229
Astoria Portfolio Advisors
New York
$1.1M +$397K +4,186 +55%
CGFA
1230
Colton Groome Financial Advisors
North Carolina
$1.1M +$94.9K +1,000 +10%
JFGIW
1231
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.09M -$576K -6,069 -36%
TWPM
1232
Total Wealth Planning & Management
Florida
$1.09M +$1.04M +10,929 New
TTIC
1233
Tower Trust & Investment Company
Iowa
$1.09M +$57.9K +610 +6%
SSW
1234
Stone Summit Wealth
Florida
$1.09M – – –
FDS
1235
First Dallas Securities
Texas
$1.09M -$120K -1,264 -10%
VDC
1236
Van Diest Capital
Iowa
$1.09M +$1.03M +10,877 New
TP
1237
Tranquility Partners
Tennessee
$1.08M -$433K -4,561 -30%
TIM
1238
Thor Investment Management
Ohio
$1.08M +$2.94K +31 +0.3%
JWCA
1239
J.W. Cole Advisors
Florida
$1.08M +$125K +1,316 +4%
MFG
1240
MidWestOne Financial Group
Iowa
$1.08M -$73.4K -774 -7%
HKIMG
1241
Hutchens & Kramer Investment Management Group
Indiana
$1.07M +$58.3K +614 +6%
NWM
1242
Northcape Wealth Management
New York
$1.06M – – –
FFL
1243
Future Fund LLC
Illinois
$1.06M -$137K -1,449 -12%
LWCFA
1244
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.06M +$13.3K +140 +1%
AWM
1245
Angeles Wealth Management
California
$1.06M +$174K +1,833 +21%
HS
1246
HighVista Strategies
Massachusetts
$1.06M -$332K -3,499 -25%
OHWP
1247
Oak Harbor Wealth Partners
North Carolina
$1.06M +$8.92K +94 +0.9%
F8IS
1248
Figure 8 Investment Strategies
Idaho
$1.06M +$32.7K +345 +3%
IPW
1249
Invictus Private Wealth
Colorado
$1.05M – – –
NL
1250
Navalign LLC
California
$1.05M +$29.2K +308 +3%
48 49
50
51 52