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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
1251
Navalign LLC
California
$988K -$1.27K -13 -0.1%
KWM
1252
Keebeck Wealth Management
Illinois
$986K +$136K +1,388 +15%
FB
1253
Fulton Bank
Pennsylvania
$985K +$18.8K +192 +2%
MIM
1254
Moseley Investment Management
Florida
$981K – – –
SIC
1255
SJS Investment Consulting
Ohio
$978K +$490 +5 +0%
CA
1256
Crumly & Associates
Illinois
$974K +$85.6K +873 +9%
NP
1257
NorthRock Partners
Minnesota
$970K +$257K +2,621 +34%
LWCFA
1258
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$969K – – –
HI
1259
Harbour Investments
Wisconsin
$967K +$249K +2,537 +33%
PWMAG
1260
Pinnacle Wealth Management Advisory Group
New Jersey
$967K +$28.5K +291 +3%
KCM
1261
Kathmere Capital Management
Pennsylvania
$961K +$239K +2,433 +31%
OC
1262
Opal Capital
Florida
$960K +$809K +8,244 +419%
RIG
1263
RiverFront Investment Group
Virginia
$958K +$103K +1,050 +11%
KCM
1264
Kanawha Capital Management
Virginia
$957K – – –
CNBTD
1265
Citizens National Bank Trust Department
Mississippi
$955K +$260K +2,655 +35%
HAG
1266
HighPoint Advisor Group
Illinois
$954K -$3.52M -35,931 -78%
SAM
1267
Silvercrest Asset Management
New York
$953K – – –
PP
1268
PDS Planning
Ohio
$947K +$21.5K +219 +2%
LRIA
1269
Leonard Rickey Investment Advisors
Washington
$947K +$13K +133 +1%
EPA
1270
Element Pointe Advisors
Florida
$946K +$987K +10,066 New
VPW
1271
Variant Private Wealth
Virginia
$944K +$3.04K +31 +0.3%
BWM
1272
BigSur Wealth Management
Florida
$940K – – –
EDRH
1273
Edmond de Rothschild Holding
Switzerland
$940K – – –
IFO
1274
Intrepid Family Office
Florida
$940K +$981K +10,000 New
IWAO
1275
Independence Wealth Advisors (Ohio)
Ohio
$927K +$123K +1,254 +15%
49 50
51
52 53