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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
1401
N.E.W. Advisory Services
Wisconsin
$331K – – –
HCPC
1402
Hamilton Capital Partners (Canada)
$330K -$23.1K -400 -8%
WPC
1403
Waters Parkerson & Co
Louisiana
$330K – – –
C
1404
Certuity
Florida
$329K -$7.05K -122 -2%
MWA
1405
Moser Wealth Advisors
Washington
$329K +$86.6K +1,500 +46%
PWPS
1406
Pinnacle Wealth Planning Services
Ohio
$328K -$6.87K -119 -2%
NCM
1407
Noesis Capital Mangement
Florida
$327K – – –
SVWAG
1408
Sound View Wealth Advisors Group
Georgia
$327K +$2.66K +46 +1%
OWP
1409
Obermeyer Wealth Partners
Colorado
$327K – – –
EW
1410
Enzi Wealth
Texas
$326K – – –
CCG
1411
Coastwise Capital Group
California
$325K -$33.9K -587 -11%
HTIM
1412
Harbour Trust & Investment Management
Indiana
$325K +$273K +4,727 New
BWP
1413
BSW Wealth Partners
Colorado
$324K +$26.7K +463 +11%
SQA
1414
Simon Quick Advisors
New Jersey
$323K +$4.62K +80 +2%
BOM
1415
Bank of Marin
California
$321K +$46K +796 +21%
PWMG
1416
Prestige Wealth Management Group
New Jersey
$320K +$32.9K +569 +14%
CPA
1417
Court Place Advisors
Maryland
$320K – – –
CWP
1418
Curated Wealth Partners
California
$319K -$151K -2,611 -36%
FWCM
1419
Ferguson Wellman Capital Management
Oregon
$317K -$1.56K -27 -0.6%
ZIM
1420
Zacks Investment Management
Illinois
$317K +$266K +4,614 New
AAS
1421
Ameritas Advisory Services
Nebraska
$316K +$273K +4,732 New
CFG
1422
CKW Financial Group
Hawaii
$316K +$28.9K +500 +12%
BOSSRA
1423
B.O.S.S. Retirement Advisors
Utah
$315K -$22K -381 -8%
EL
1424
Essex LLC
Illinois
$314K -$1.79K -31 -0.7%
HS
1425
Horan Securities
United States
$314K -$347 -6 -0.1%
55 56
57
58 59