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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1376
One Wealth Advisors
California
$730K +$3.83K +39 +0.5%
DAC
1377
Dutch Asset Corp
New York
$728K +$147K +1,500 +24%
LC
1378
LCNB Corp
Ohio
$728K -$4.02K -41 -0.5%
V
1379
ViaWealth
Kansas
$727K – – –
NRS
1380
Neville Rodie & Shaw
New York
$727K +$12.3K +125 +2%
AIA
1381
Affinity Investment Advisors
California
$725K +$449K +4,581 +146%
WWM
1382
Western Wealth Management
Colorado
$725K -$3.04K -31 -0.4%
AIM
1383
Athena Investment Management
California
$724K – – –
TAFW
1384
Tred Avon Family Wealth
Maryland
$724K -$40.1K -409 -5%
OPA
1385
Old Port Advisors
Maine
$722K +$13.7K +140 +2%
SGI
1386
Summit Global Investments
Utah
$710K – – –
SM
1387
Sweeney & Michel
California
$710K +$11.3K +115 +2%
MG
1388
Mather Group
Illinois
$709K -$51.5K -525 -7%
MTIM
1389
Marathon Trading Investment Management
Pennsylvania
$705K +$736K +7,500 New
NG
1390
Novem Group
New York
$703K -$181K -1,848 -20%
UIM
1391
Unified Investment Management
Georgia
$694K +$33.1K +337 +5%
CAG
1392
Compass Advisory Group
New York
$693K -$49K -500 -6%
CPA
1393
Capital Performance Advisors
California
$692K +$49.1K +501 +7%
VWM
1394
Vigilare Wealth Management
Arizona
$692K -$229K -2,336 -24%
FWTB
1395
First Western Trust Bank
Colorado
$689K -$25.1K -256 -3%
LMFP
1396
Larry Mathis Financial Planning
Arizona
$685K – – –
AI
1397
Accredited Investors
Minnesota
$685K -$58.5K -596 -8%
VCM
1398
Versant Capital Management
Arizona
$683K +$175K +1,788 +33%
EI
1399
Ellevest Inc
New York
$683K +$1.57K +16 +0.2%
MCCP
1400
Mission Creek Capital Partners
California
$683K +$332K +3,388 +87%
54 55
56
57 58