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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
1276
Beta Wealth Group
California
$511K +$150 +2 +0%
VWM
1277
Vivid Wealth Management
Iowa
$510K -$41.8K -558 -7%
CAG
1278
Csenge Advisory Group
Florida
$509K -$24.8K -331 -5%
SGCA
1279
Steel Grove Capital Advisors
Tennessee
$507K – – –
AAM
1280
Auxier Asset Management
Oregon
$507K -$89.8K -1,200 -15%
NP
1281
NorthRock Partners
Minnesota
$507K -$159K -2,128 -24%
GA
1282
Geller Advisors
New York
$506K -$20.1K -269 -4%
PTP
1283
Platform Technology Partners
New York
$505K – – –
TPA
1284
Trivium Point Advisory
Connecticut
$505K +$71.8K +959 +16%
BFA
1285
Bragg Financial Advisors
North Carolina
$505K – – –
WAM
1286
WNY Asset Management
New York
$505K -$77.2K -1,032 -13%
HWMO
1287
Heritage Wealth Management (Ohio)
Ohio
$505K – – –
TC
1288
TAGStone Capital
North Carolina
$503K +$10.9K +146 +2%
PMFA
1289
Plante Moran Financial Advisors
Michigan
$503K +$4.79K +64 +1%
FCH
1290
Freestone Capital Holdings
Washington
$501K +$210K +2,800 +71%
FMLI
1291
Fukoku Mutual Life Insurance
Japan
$497K – – –
MSFS
1292
Main Street Financial Solutions
Pennsylvania
$497K -$5.76K -77 -1%
LC
1293
LCNB Corp
Ohio
$497K -$12.9K -173 -3%
IC
1294
Iconiq Capital
California
$496K +$256K +3,426 +105%
AC
1295
ASB Consultores
Florida
$494K +$15.2K +203 +3%
DWM
1296
Defined Wealth Management
Oregon
$493K +$4.26K +57 +0.9%
BTW
1297
Boston Trust Walden
Massachusetts
$493K +$8.98K +120 +2%
OWA
1298
Octavia Wealth Advisors
Ohio
$493K -$57.2K -764 -10%
CWM
1299
Centurion Wealth Management
Virginia
$493K -$34.9K -466 -7%
MJRIC
1300
Mogy Joel R Investment Counsel
California
$492K – – –
50 51
52
53 54