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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1326
MinichMacGregor Wealth Management
New York
$400K +$336K +5,818 New
NHT
1327
New Hampshire Trust
New Hampshire
$400K +$58 +1 +0%
WAS
1328
WESPAC Advisors SoCal
California
$399K – – –
CA
1329
CoreCap Advisors
Michigan
$399K +$99K +1,714 +42%
BHCM
1330
Brevan Howard Capital Management
Jersey
$396K +$332K +5,756 New
SHGA
1331
Sand Hill Global Advisors
California
$395K – – –
WF
1332
Welch & Forbes
Massachusetts
$395K – – –
RWA
1333
River Wealth Advisors
Pennsylvania
$394K +$37.5K +649 +13%
CIA
1334
Concurrent Investment Advisors
Florida
$393K +$330K +5,715 New
CHAM
1335
Clear Harbor Asset Management
Connecticut
$393K +$8.61K +149 +3%
MHR
1336
Matthew Hamilton Rosenberg
$391K -$2.66K -46 -0.8%
RWP
1337
Ridgecrest Wealth Partners
California
$391K +$2.89K +50 +0.9%
CFGS
1338
Concourse Financial Group Securities
Alabama
$388K +$16.8K +291 +5%
LRIA
1339
Leonard Rickey Investment Advisors
Washington
$388K +$11.1K +192 +4%
AC
1340
Abbrea Capital
California
$388K -$31.8K -550 -9%
CB
1341
CNB Bank
Pennsylvania
$388K -$3.46K -60 -1%
PI
1342
PFG Investments
New York
$388K -$6.76K -117 -2%
HGA
1343
Hobbs Group Advisors
South Carolina
$387K +$325K +5,622 New
JAG
1344
Journey Advisory Group
Kentucky
$386K – – –
MWM
1345
Massachusetts Wealth Management
Massachusetts
$382K +$52K +900 +19%
BAM
1346
Boyar Asset Management
New York
$382K -$22.4K -387 -7%
AA
1347
Addison Advisors
Vermont
$381K +$5.2K +90 +2%
IFG
1348
Independent Financial Group
California
$381K +$26.4K +457 +9%
BTI
1349
Blue Trust Inc
Georgia
$380K +$39.8K +689 +11%
CT
1350
Clearstead Trust
Maine
$380K +$265K +4,594 +497%
52 53
54
55 56