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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1401
Mission Wealth Management
California
$205K +$191K +2,465 New
WAM
1402
Weatherly Asset Management
California
$205K +$191K +2,459 New
WG
1403
Welch Group
Alabama
$204K +$190K +2,454 New
FAFN
1404
First Affirmative Financial Network
Colorado
$202K -$65.2K -840 -26%
AWM
1405
Angeles Wealth Management
California
$202K +$189K +2,430 New
SWA
1406
SFMG Wealth Advisors
Texas
$202K +$189K +2,429 New
SPP
1407
Single Point Partners
Massachusetts
$202K +$188K +2,423 New
CNC
1408
Canandaigua National Corp
New York
$202K +$188K +2,424 New
ZCM
1409
Ziegler Capital Management
Illinois
$202K +$188K +2,426 New
PCMC
1410
Private Capital Management (Colorado)
Colorado
$201K -$38K -489 -17%
BA
1411
Bellwether Advisors
Nebraska
$192K – – –
SGA
1412
Seaport Global Advisors
Massachusetts
$191K – – –
PAI
1413
Pittenger & Anderson Inc
Nebraska
$189K -$71.1K -916 -29%
WPWM
1414
Western Pacific Wealth Management
Illinois
$187K +$46.2K +595 +36%
PTC
1415
Private Trust Company
Ohio
$183K -$67.4K -868 -28%
AC
1416
AlphaCore Capital
California
$183K +$171K +2,197 New
TCWA
1417
Ten Capital Wealth Advisors
Washington
$180K +$168K +2,160 New
PB
1418
Pinnacle Bancorp
Nebraska
$178K – – –
SC
1419
SouthState Corp
Florida
$177K -$6.91K -89 -4%
TFP
1420
Tilia Fiduciary Partners
North Carolina
$176K -$1.55K -20 -0.9%
CFD
1421
Creative Financial Designs
Indiana
$167K +$38.9K +501 +33%
CP
1422
Castleview Partners
Texas
$165K +$5.04K +65 +3%
MPWT
1423
MassMutual Private Wealth & Trust
Connecticut
$163K +$38.1K +491 +34%
PK
1424
Pflug Koory
Nebraska
$160K – – –
HIA
1425
Harbor Investment Advisory
Maryland
$156K +$4.42K +57 +3%
55 56
57
58 59