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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
5W
1376
5T Wealth
California
$633K +$380 +4 +0.1%
CCWM
1377
Cassaday & Co Wealth Management
Virginia
$629K +$7.12K +75 +1%
CCA
1378
Coign Capital Advisors
Utah
$628K +$625K +6,581 New
CA
1379
Carson Advisory
Georgia
$626K – – –
AFM
1380
Aspetuck Financial Management
Connecticut
$626K -$2.37K -25 -0.4%
OCM
1381
Orser Capital Management
Texas
$625K +$622K +6,550 New
FT
1382
Fiduciary Trust
Massachusetts
$625K +$54.8K +577 +10%
SFS
1383
Sowell Financial Services
Arkansas
$624K -$29.1K -307 -4%
S
1384
Sunpointe
Missouri
$624K +$173K +1,823 +39%
SWA
1385
SFMG Wealth Advisors
Texas
$623K +$19.2K +202 +3%
TWC
1386
TD Waterhouse Canada
Ontario, Canada
$622K +$455K +4,790 +246%
PWPS
1387
Pinnacle Wealth Planning Services
Ohio
$619K -$1.42K -15 -0.2%
CWM
1388
Centurion Wealth Management
Virginia
$617K +$15.4K +162 +3%
C1AG
1389
Client 1st Advisory Group
Florida
$616K +$206K +2,173 +51%
MSRI
1390
Michael S. Ryan Inc
New York
$608K -$6.55K -69 -1%
WA
1391
Waddell & Associates
Tennessee
$608K +$99.1K +1,044 +20%
CWM
1392
Calamos Wealth Management
Illinois
$607K +$604K +6,363 New
AAS
1393
Ameritas Advisory Services
Nebraska
$605K -$154K -1,627 -20%
LCM
1394
Lazari Capital Management
California
$603K +$285 +3 +0%
FLI
1395
Family Legacy Inc
South Carolina
$601K – – –
QWP
1396
Quotient Wealth Partners
Texas
$600K +$14.8K +156 +3%
SM
1397
Sweeney & Michel
California
$600K +$1.14K +12 +0.2%
BWP
1398
BSW Wealth Partners
Colorado
$597K +$79.1K +833 +15%
NHT
1399
New Hampshire Trust
New Hampshire
$596K – – –
SFS
1400
Strategic Financial Services
New York
$592K +$1.42K +15 +0.2%
54 55
56
57 58