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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1351
Bramshill Investments
Florida
$743K +$8.66K +95 +1%
VAM
1352
Verity Asset Management
North Carolina
$743K +$20.9K +229 +3%
MSS
1353
Mitchell Sinkler & Starr
Pennsylvania
$742K – – –
KSB
1354
Kennebec Savings Bank
Maine
$742K – – –
AIA
1355
Affinity Investment Advisors
California
$741K +$29.1K +319 +4%
IFPG
1356
Intrepid Financial Planning Group
Indiana
$741K +$9.12K +100 +1%
BPW
1357
Bingham Private Wealth
California
$740K +$214K +2,351 +42%
KA
1358
Klingman & Associates
New York
$733K -$42.8K -469 -6%
MG
1359
Mather Group
Illinois
$733K +$36.6K +401 +5%
OL
1360
Optas LLC
Texas
$732K +$107K +1,169 +17%
FCH
1361
Freestone Capital Holdings
Washington
$728K -$14.3K -157 -2%
CWS
1362
Cypress Wealth Services
California
$728K -$74.3K -815 -9%
OIS
1363
Okabena Investment Services
Minnesota
$727K -$7.48K -82 -1%
WWM
1364
Western Wealth Management
Colorado
$726K +$14.4K +158 +2%
TA
1365
Tactive Advisors
Florida
$725K -$112K -1,233 -14%
PTP
1366
Platform Technology Partners
New York
$724K -$20.8K -228 -3%
NWAG
1367
Net Worth Advisory Group
Utah
$722K -$15K -164 -2%
TCWA
1368
Turtle Creek Wealth Advisors
Texas
$716K -$80.5K -883 -10%
DAC
1369
Dutch Asset Corp
New York
$715K – – –
V
1370
ViaWealth
Kansas
$714K – – –
HBT
1371
Heartland Bank & Trust
Illinois
$713K -$7.75K -85 -1%
SWA
1372
SFMG Wealth Advisors
Texas
$713K -$58.5K -641 -8%
TAFW
1373
Tred Avon Family Wealth
Maryland
$711K +$91 +1 +0%
BA
1374
Bridgewater Advisors
New York
$710K -$4.2K -46 -0.7%
BFA
1375
Bragg Financial Advisors
North Carolina
$709K -$11.7K -128 -2%
53 54
55
56 57