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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1251
Arcataur Capital Management
Wisconsin
$548K +$56.1K +750 +11%
CWM
1252
Circle Wealth Management
New Jersey
$547K +$7.33K +98 +1%
JIC
1253
Joel Isaacson & Co
New York
$546K +$19.2K +256 +4%
FCP
1254
Fidelis Capital Partners
Florida
$544K +$55.5K +742 +13%
CFO
1255
CVA Family Office
Colorado
$543K +$504K +6,739 +1,131%
TCM
1256
Traynor Capital Management
Pennsylvania
$541K +$2.69K +36 +0.5%
RWB
1257
RMR Wealth Builders
New Jersey
$540K -$8.68K -116 -2%
ICP
1258
Impact Capital Partners
Colorado
$538K +$544K +7,276 New
CAM
1259
Cozad Asset Management
Illinois
$538K -$2.54K -34 -0.5%
MFA
1260
Mayflower Financial Advisors
Massachusetts
$534K -$1.2K -16 -0.2%
AGC
1261
Aspen Grove Capital
Colorado
$532K +$1.27K +17 +0.2%
AIA
1262
Angeles Investment Advisors
California
$532K -$2.99K -40 -0.6%
NICM
1263
Neo Ivy Capital Management
New York
$532K +$539K +7,197 New
RIM
1264
RW Investment Management
Idaho
$531K -$6.73K -90 -1%
VAM
1265
Verity Asset Management
North Carolina
$530K +$65.3K +873 +14%
MFF
1266
Michels Family Financial
Texas
$525K +$531K +7,100 New
GPA
1267
Garrison Point Advisors
California
$522K – – –
CIA
1268
Capital Investment Advisors
Georgia
$520K +$30.8K +412 +6%
AFM
1269
Aspetuck Financial Management
Connecticut
$520K +$526K +7,027 New
TCOT
1270
Trust Company of Toledo
Ohio
$519K +$62.5K +835 +14%
EI
1271
Ellevest Inc
New York
$519K +$6.66K +89 +1%
SWA
1272
SFMG Wealth Advisors
Texas
$517K -$3.86M -51,563 -88%
BG
1273
Bahl & Gaynor
Ohio
$516K – – –
NW
1274
Naviter Wealth
Arkansas
$514K +$520K +6,947 New
CCM
1275
CAAS Capital Management
New York
$514K +$193K +2,583 +59%
49 50
51
52 53