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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
VPW
1251
Variant Private Wealth
Virginia
$930K +$3.01K +33 +0.3%
KCM
1252
Kanawha Capital Management
Virginia
$929K -$10.3K -113 -1%
BWM
1253
BigSur Wealth Management
Florida
$923K – – –
EDRH
1254
Edmond de Rothschild Holding
Switzerland
$923K – – –
GWMR
1255
GC Wealth Management RIA
Massachusetts
$919K -$171K -1,876 -16%
PP
1256
PDS Planning
Ohio
$917K -$13.2K -145 -1%
IWAO
1257
Independence Wealth Advisors (Ohio)
Ohio
$916K +$5.65K +62 +0.6%
DW30
1258
Drucker Wealth 3.0
New Jersey
$916K -$93.7K -1,028 -9%
KHCM
1259
Kirtland Hills Capital Management
Ohio
$916K +$5.29K +58 +0.6%
PPWP
1260
Premier Path Wealth Partners
New Jersey
$913K -$156K -1,716 -15%
HA
1261
Herold Advisors
New York
$913K +$34K +373 +4%
AWA
1262
Ark Wealth Advisors
California
$912K +$29.3K +321 +3%
FDS
1263
First Dallas Securities
Texas
$909K +$274 +3 +0%
WAP
1264
Wealthcare Advisory Partners
Pennsylvania
$907K +$67.8K +744 +8%
TP
1265
Tranquility Partners
Tennessee
$903K -$98.8K -1,083 -10%
SM
1266
Sweeney & Michel
California
$888K +$84K +921 +13%
EAM
1267
Erste Asset Management
Austria
$888K -$6.29K -69 -0.7%
EGM
1268
Engineers Gate Manager
New York
$888K -$27.6M -303,021 -97%
EC
1269
EntryPoint Capital
New York
$886K +$876K +9,602 New
NA
1270
Navellier & Associates
Nevada
$882K +$279K +3,055 +47%
DM
1271
Diversified Management
Wisconsin
$880K -$4.35M -47,691 -83%
SSCM
1272
Sovereign's Capital Management
Georgia
$878K -$19.2K -210 -2%
WS
1273
Wilian Securities
Minnesota
$876K +$521K +5,714 +151%
OPF
1274
Old Peak Finance
North Carolina
$875K +$12.9K +142 +2%
MGI
1275
Miller Global Investments
Texas
$874K – – –
49 50
51
52 53