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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
JLBC
1326
J.L. Bainbridge & Co
Florida
$331K – – –
IFWM
1327
Institute for Wealth Management
Colorado
$329K +$68K +1,298 +29%
WF
1328
Welch & Forbes
Massachusetts
$329K +$8.38K +160 +3%
DI
1329
Diligent Investors
California
$328K – – –
SWM
1330
Stockman Wealth Management
Montana
$327K -$1.99K -38 -0.7%
PGWM
1331
Parisi Gray Wealth Management
New Jersey
$326K +$326K +6,232 New
SHGA
1332
Sand Hill Global Advisors
California
$326K -$55.7K -1,064 -16%
MAC
1333
Mason & Associates (California)
California
$325K +$301K +5,738 New
CWM
1334
Centurion Wealth Management
Virginia
$322K +$10.8K +207 +4%
CB
1335
CNB Bank
Pennsylvania
$322K – – –
RWP
1336
Ridgecrest Wealth Partners
California
$319K +$1.05K +20 +0.4%
TPW
1337
Transatlantique Private Wealth
New York
$319K +$7.18K +137 +2%
EWP
1338
Elevation Wealth Partners
California
$318K -$20.7K -395 -7%
CCG
1339
Coastwise Capital Group
California
$318K +$294K +5,605 New
JAG
1340
Journey Advisory Group
Kentucky
$318K – – –
KP
1341
Keel Point
Alabama
$317K +$50.3K +960 +21%
WP
1342
WealthSource Partners
California
$316K -$680K -12,987 -70%
MSRI
1343
Michael S. Ryan Inc
New York
$314K +$285K +5,440 New
APP
1344
Avantax Planning Partners
Iowa
$314K -$115K -2,192 -28%
SIMG
1345
Sonora Investment Management Group
Arizona
$313K +$13.5K +257 +5%
RCM
1346
RNC Capital Management
California
$313K -$6.7K -128 -2%
TFA
1347
Toth Financial Advisory
Virginia
$313K +$189K +3,615 +190%
EW
1348
Enzi Wealth
Texas
$311K – – –
AWM
1349
Aberdeen Wealth Management
Illinois
$310K +$2.67K +51 +0.9%
MW
1350
Marcum Wealth
Ohio
$310K -$19K -362 -6%
52 53
54
55 56