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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1276
TwinBeech Capital
New York
$755K +$693K +8,272 New
CW
1277
CreativeOne Wealth
Kansas
$752K +$168K +2,012 +32%
OIAM
1278
OFI Invest Asset Management
France
$751K -$2.25M -26,835 -74%
VCM
1279
Virtue Capital Management
Tennessee
$747K +$167K +1,989 +32%
MSS
1280
Mitchell Sinkler & Starr
Pennsylvania
$743K – – –
KWM
1281
Keebeck Wealth Management
Illinois
$740K – – –
BPWM
1282
Badgley Phelps Wealth Managers
Washington
$737K -$21.3K -254 -3%
CNBTD
1283
Citizens National Bank Trust Department
Mississippi
$736K -$46.9K -560 -6%
PFBT
1284
Parkside Financial Bank & Trust
Missouri
$736K +$35.1K +419 +5%
AAS
1285
Ameritas Advisory Services
Nebraska
$726K +$187K +2,235 +39%
HA
1286
Herold Advisors
New York
$726K -$225K -2,683 -25%
AGC
1287
Aspen Grove Capital
Colorado
$723K -$254K -3,030 -28%
FWTB
1288
First Western Trust Bank
Colorado
$721K -$11.2K -134 -2%
CAG
1289
Compass Advisory Group
New York
$719K – – –
TAM
1290
Titleist Asset Management
Texas
$718K -$95.3K -1,138 -13%
WFI
1291
West Family Investments
California
$717K +$288K +3,439 +78%
PPWM
1292
Paragon Private Wealth Management
Kentucky
$715K +$235K +2,805 +56%
WWM
1293
Western Wealth Management
Colorado
$713K -$1.68K -20 -0.3%
WF
1294
Whelan Financial
California
$710K +$157K +1,875 +32%
BCM
1295
Boltwood Capital Management
California
$710K +$5.19K +62 +0.8%
CFO
1296
CVA Family Office
Colorado
$709K +$18.1K +216 +3%
UIM
1297
Unified Investment Management
Georgia
$708K +$12.8K +153 +2%
RWB
1298
RMR Wealth Builders
New Jersey
$705K +$20K +239 +3%
JSW
1299
Journey Strategic Wealth
New Jersey
$705K +$272K +3,243 +72%
JCIA
1300
Jackson Creek Investment Advisors
Colorado
$705K -$8.88K -106 -1%
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