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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
1251
Stamos Capital Partners
California
$509K -$9.22K -140 -2%
CW
1252
Connectus Wealth
Ohio
$509K -$6.52K -99 -1%
PMFA
1253
Plante Moran Financial Advisors
Michigan
$508K +$10.9K +166 +2%
ZIC
1254
ZWJ Investment Counsel
Georgia
$508K +$462K +7,021 New
BPWM
1255
Badgley Phelps Wealth Managers
Washington
$508K +$7.44K +113 +2%
BG
1256
Bahl & Gaynor
Ohio
$505K -$3.88K -59 -0.8%
CA
1257
Cornerstone Advisory
Maryland
$504K -$183K -2,786 -29%
LC
1258
LCNB Corp
Ohio
$502K +$457K +6,944 New
PO
1259
Private Ocean
California
$502K -$145K -2,206 -24%
DCM
1260
Driehaus Capital Management
Illinois
$499K -$79K -1,199 -15%
FCP
1261
Fidelis Capital Partners
Florida
$498K +$64.5K +980 +17%
QCM
1262
Qsemble Capital Management
New York
$497K +$453K +6,876 New
GFG
1263
Greystone Financial Group
Michigan
$497K +$66.7K +1,013 +17%
BFA
1264
Bragg Financial Advisors
North Carolina
$495K – – –
GA
1265
Geller Advisors
New York
$491K -$6.52K -99 -1%
GCP
1266
GSA Capital Partners
United Kingdom
$489K +$445K +6,756 New
FMLI
1267
Fukoku Mutual Life Insurance
Japan
$486K – – –
LRIA
1268
Leonard Rickey Investment Advisors
Washington
$483K +$68.5K +1,040 +18%
BTW
1269
Boston Trust Walden
Massachusetts
$481K – – –
EWP
1270
Elevation Wealth Partners
California
$481K -$77.8K -1,181 -15%
BWM
1271
Baron Wealth Management
Michigan
$480K -$790 -12 -0.2%
APWM
1272
Atlas Private Wealth Management
New York
$479K +$41.2K +626 +10%
HTC
1273
Haverford Trust Company
Pennsylvania
$476K +$97.7K +1,484 +29%
DWM
1274
Defined Wealth Management
Oregon
$475K -$263 -4 -0.1%
JAG
1275
Journey Advisory Group
Kentucky
$473K +$61.9K +940 +17%
49 50
51
52 53