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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1326
Diligent Investors
California
$372K +$4.6K +70 +1%
QPWM
1327
Quadrant Private Wealth Management
Pennsylvania
$369K +$460 +7 +0.1%
BCV
1328
Banque Cantonale Vaudoise
Switzerland
$367K -$2.71M -41,260 -88%
PI
1329
PFG Investments
New York
$366K -$109K -1,658 -23%
PWP
1330
Principle Wealth Partners
Connecticut
$365K -$2.85M -43,420 -89%
AA
1331
Advisory Alpha
Michigan
$363K +$1.05K +16 +0.3%
TPCW
1332
TD Private Client Wealth
New York
$363K -$376K -5,726 -51%
CG
1333
CFO4Life Group
Texas
$361K +$70.4K +1,072 +24%
APP
1334
Avantax Planning Partners
Iowa
$361K -$69.3K -1,055 -16%
SAI
1335
Savvy Advisors Inc
New York
$358K +$150K +2,287 +71%
IWA
1336
Icon Wealth Advisors
Texas
$357K +$14.6K +222 +4%
EFG
1337
Everhart Financial Group
Ohio
$356K -$60.4K -919 -14%
PFA
1338
Pure Financial Advisors
California
$355K +$40.9K +622 +13%
AA
1339
Addison Advisors
Vermont
$354K -$328 -5 -0.1%
YC
1340
Yarbrough Capital
Tennessee
$353K – – –
MAM
1341
Milestone Asset Management
Pennsylvania
$353K +$12.4K +189 +4%
NRS
1342
Neville Rodie & Shaw
New York
$353K +$358K +5,450 New
MHR
1343
Matthew Hamilton Rosenberg
$352K +$6.31K +96 +2%
WIM
1344
WealthPlan Investment Management
Nebraska
$351K +$356K +5,413 New
OW
1345
Olistico Wealth
Oklahoma
$349K -$140K -2,131 -28%
AWAP
1346
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$347K +$9.33K +142 +3%
GWM
1347
Gray Wealth Management
Maine
$346K – – –
CB
1348
CNB Bank
Pennsylvania
$346K – – –
ECG
1349
Edge Capital Group
Georgia
$345K -$241K -3,673 -41%
IFU
1350
iSAM Funds (UK)
United Kingdom
$344K +$349K +5,314 New
52 53
54
55 56