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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1426
Apriem Advisors
California
$613K – – –
PI
1427
PFG Investments
New York
$613K -$25.2K -276 -4%
CGH
1428
CMG Global Holdings
Texas
$608K -$3.92K -43 -0.6%
SAM
1429
Sompo Asset Management
Japan
$605K -$18.2K -200 -3%
BMCM
1430
Bryn Mawr Capital Management
Pennsylvania
$599K +$15.4K +169 +3%
EI
1431
Ellevest Inc
New York
$598K -$68.8K -754 -10%
RCAG
1432
Rehmann Capital Advisory Group
Michigan
$598K -$60.6K -664 -9%
LWMNY
1433
Landmark Wealth Management (New York)
New York
$595K +$456 +5 +0.1%
AC
1434
AlphaCore Capital
California
$595K +$6.02K +66 +1%
FLI
1435
Family Legacy Inc
South Carolina
$593K +$1.09K +12 +0.2%
BTW
1436
Boston Trust Walden
Massachusetts
$592K – – –
JCIA
1437
Jackson Creek Investment Advisors
Colorado
$591K -$144K -1,576 -22%
SIA
1438
Soltis Investment Advisors
Utah
$585K +$50.2K +550 +10%
STA
1439
Smith Thornton Advisors
Alabama
$585K +$72.9K +799 +16%
BWA
1440
Basecamp Wealth Advisors
Washington
$584K – – –
CAM
1441
Cozad Asset Management
Illinois
$583K -$53.7K -589 -9%
BWP
1442
Balboa Wealth Partners
Arizona
$583K -$190K -2,079 -25%
LCM
1443
Lazari Capital Management
California
$582K +$3.65K +40 +0.6%
KCP
1444
Kera Capital Partners
California
$580K -$167K -1,834 -23%
FWM
1445
FMB Wealth Management
California
$579K +$274 +3 +0%
CWM
1446
Cornerstone Wealth Management
Missouri
$578K +$37.9K +416 +7%
VCM
1447
Virtue Capital Management
Tennessee
$574K -$59.7K -655 -10%
GPA
1448
Garrison Point Advisors
California
$573K -$38.8K -425 -6%
KCM
1449
KRS Capital Management
Michigan
$573K +$4.65K +51 +0.8%
SFS
1450
Strategic Financial Services
New York
$572K – – –
56 57
58
59 60