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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
1326
Orca Investment Management
Oregon
$431K -$1.92K -26 -0.4%
PCMC
1327
Private Capital Management (Colorado)
Colorado
$431K -$102K -1,378 -19%
NHT
1328
New Hampshire Trust
New Hampshire
$429K +$1.18K +16 +0.3%
JIC
1329
Joel Isaacson & Co
New York
$429K +$61K +826 +17%
MWA
1330
Monograph Wealth Advisors
California
$429K – – –
BOM
1331
Bank of Marin
California
$428K +$5.69K +77 +1%
AGM
1332
Alpine Global Management
New York
$428K +$429K +5,809 New
WAS
1333
WESPAC Advisors SoCal
California
$428K – – –
MPWT
1334
MassMutual Private Wealth & Trust
Connecticut
$427K +$86.4K +1,169 +25%
KCM
1335
KRS Capital Management
Michigan
$424K +$50.1K +678 +13%
SHGA
1336
Sand Hill Global Advisors
California
$424K – – –
TWP
1337
Tempus Wealth Planning
California
$423K +$76.9K +1,041 +22%
PTC
1338
Private Trust Company
Ohio
$422K +$96.1K +1,301 +29%
HGA
1339
Hobbs Group Advisors
South Carolina
$422K +$423K +5,721 New
VAMG
1340
Voisard Asset Management Group
Michigan
$422K -$128K -1,730 -23%
RWP
1341
Ridgecrest Wealth Partners
California
$421K -$1.7K -23 -0.4%
EWA
1342
Exencial Wealth Advisors
Oklahoma
$421K -$364K -4,921 -46%
CHAM
1343
Clear Harbor Asset Management
Connecticut
$421K – – –
QPWM
1344
Quadrant Private Wealth Management
Pennsylvania
$419K +$15.1K +205 +4%
DI
1345
Diligent Investors
California
$417K -$6.87K -93 -2%
AAS
1346
Annex Advisory Services
Wisconsin
$415K -$23K -311 -5%
IHL
1347
Investment House LLC
California
$412K -$2.33M -31,540 -85%
AA
1348
Advisory Alpha
Michigan
$412K +$34.6K +468 +9%
CC
1349
Callan Capital
California
$409K +$122K +1,653 +42%
AA
1350
Addison Advisors
Vermont
$403K -$3.69K -50 -0.9%
52 53
54
55 56