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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1326
Seed Wealth Management
Illinois
$264K +$246K +3,167 New
JHCP
1327
Jackson Hole Capital Partners
Oklahoma
$263K -$75.9K -978 -24%
NCM
1328
Noesis Capital Mangement
Florida
$263K – – –
CT
1329
Cambridge Trust
Massachusetts
$262K -$1.71K -22 -0.7%
CFA
1330
CWS Financial Advisors
Michigan
$260K +$36.6K +471 +13%
TTWM
1331
TCV Trust & Wealth Management
Virginia
$259K – – –
AL
1332
ACAS LLC
California
$257K +$240K +3,088 New
CWC
1333
Carolinas Wealth Consulting
North Carolina
$257K -$78 -1 -0%
EFS
1334
Essex Financial Services
Connecticut
$256K -$10.2K -132 -4%
WA
1335
Waverly Advisors
Alabama
$255K -$1.71K -22 -0.7%
JWM
1336
Jeppson Wealth Management
California
$253K +$13.8K +178 +6%
PWA
1337
PCG Wealth Advisors
Kansas
$252K -$232K -2,994 -50%
AAM
1338
Autus Asset Management
Arizona
$249K – – –
MCM
1339
Manchester Capital Management
Vermont
$249K +$3.34K +43 +1%
GWS
1340
Glassman Wealth Services
Virginia
$249K +$22.6K +291 +11%
RBC
1341
Romano Brothers & Co
Illinois
$248K -$2.25K -29 -1%
VC
1342
Veracity Capital
Georgia
$248K +$8.85K +114 +4%
HHGA
1343
Halbert Hargrove Global Advisors
California
$248K +$9K +116 +4%
NW
1344
NewEdge Wealth
Pennsylvania
$247K +$2.41K +31 +1%
AIM
1345
Acropolis Investment Management
Missouri
$246K +$1.78K +23 +0.8%
KFS
1346
Kaizen Financial Strategies
California
$246K -$47.3K -610 -17%
HFM
1347
Hartford Funds Management
Pennsylvania
$245K +$228K +2,942 New
WA1
1348
Wimmer Associates 1
California
$244K +$776 +10 +0.3%
EFM
1349
E Fund Management
China
$244K -$12.1K -156 -5%
AFP
1350
Ausdal Financial Partners
Iowa
$243K -$25.8K -332 -10%
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