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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1301
ACAS LLC
California
$243K +$88 +1 +0%
LAM
1302
L2 Asset Management
Massachusetts
$243K +$616 +7 +0.2%
VAM
1303
Verity Asset Management
North Carolina
$242K -$13.5K -154 -5%
ICG
1304
InterOcean Capital Group
Tennessee
$242K -$352 -4 -0.1%
CWM
1305
C2C Wealth Management
Arizona
$242K – – –
CS
1306
Comerica Securities
Michigan
$241K -$80.7K -917 -24%
BWM
1307
BNC Wealth Management
Oregon
$241K – – –
AFP
1308
Ausdal Financial Partners
Iowa
$240K -$35.3K -401 -12%
FANJ
1309
Financial Architects (New Jersey)
New Jersey
$240K -$5.45K -62 -2%
JSW
1310
Journey Strategic Wealth
New Jersey
$240K +$5.63K +64 +2%
NP
1311
NorthRock Partners
Minnesota
$239K -$19.6K -223 -7%
BFG
1312
Berger Financial Group
Minnesota
$239K +$37.7K +429 +18%
PWP
1313
Perfromance Wealth Partners
Illinois
$239K +$249K +2,834 New
FBFS
1314
First Business Financial Services
Wisconsin
$238K +$248K +2,823 New
FA
1315
Fagan Associates
New York
$237K – – –
CWM
1316
Centric Wealth Management
Illinois
$236K +$3.78K +43 +2%
TFA
1317
Tranquilli Financial Advisor
New Jersey
$235K -$5.89K -67 -2%
SXL
1318
Summit X LLC
Missouri
$235K +$9.32K +106 +4%
FTC
1319
Farmers Trust Company
Ohio
$233K -$6.13M -69,663 -96%
FOA
1320
Five Oceans Advisors
California
$233K -$9.06K -103 -4%
DIP
1321
DT Investment Partners
Pennsylvania
$229K +$239K +2,716 New
WWP
1322
Waypoint Wealth Partners
California
$228K -$45.7K -519 -16%
FCA
1323
FLC Capital Advisors
California
$228K -$17.6K -200 -7%
EW
1324
Evoke Wealth
California
$228K +$14.5K +165 +7%
CP
1325
Castleview Partners
Texas
$225K -$20.4M -231,968 -99%
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