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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1301
One Capital Management
California
$863K +$6.67K +68 +0.7%
CNTOF
1302
Canandaigua National Trust of Florida
New York
$861K -$59.1K -603 -6%
RSWM
1303
Robertson Stephens Wealth Management
California
$861K -$278K -2,835 -24%
7WCP
1304
71 West Capital Partners
Massachusetts
$861K +$278K +2,838 +45%
TGIA
1305
Torrey Growth & Income Advisors
California
$858K +$4.81K +49 +0.5%
LIM
1306
Leavell Investment Management
Alabama
$857K -$108K -1,100 -11%
WAP
1307
Wealthcare Advisory Partners
Pennsylvania
$854K +$42.2K +430 +5%
TA
1308
Tactive Advisors
Florida
$854K +$121K +1,231 +16%
CIA
1309
Capital Investment Advisors
Georgia
$850K +$43.4K +443 +5%
CCA
1310
Cypress Capital Advisors
Tennessee
$847K -$11.4K -116 -1%
WFA
1311
West Financial Advisors
Iowa
$846K -$353K -3,600 -29%
KA
1312
Kearns & Associates
California
$846K – – –
KNW
1313
Kesler Norman & Wride
Utah
$838K +$268K +2,737 +44%
AWM
1314
Avondale Wealth Management
Texas
$836K – – –
WC
1315
Waterloo Capital
Texas
$836K +$318K +3,246 +57%
IAIM
1316
International Assets Investment Management
Florida
$832K +$230K +2,350 +35%
IIA
1317
Integral Investment Advisors
California
$832K -$39.8K -406 -4%
RA
1318
RFG Advisory
Alabama
$830K -$297K -3,024 -26%
SPI
1319
Sutton Place Investors
New York
$829K -$19.2K -196 -2%
MF
1320
Manchester Financial
California
$828K -$7.06K -72 -0.8%
RCG
1321
Regatta Capital Group
California
$827K -$6.18K -63 -0.7%
NP
1322
Nilsine Partners
Colorado
$826K -$67K -683 -7%
HCA
1323
Hyperion Capital Advisors
New York
$824K -$8.74M -89,113 -91%
SW
1324
SMART Wealth
Nebraska
$823K -$229K -2,336 -21%
OPWM
1325
Oregon Pacific Wealth Management
Oregon
$822K +$63K +642 +8%
51 52
53
54 55