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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
1426
Schrum Private Wealth Management
Florida
$279K +$283K +4,312 New
LNB
1427
Ledyard National Bank
$279K -$394 -6 -0.1%
CC
1428
Callan Capital
California
$278K -$83.2K -1,267 -23%
WG
1429
Welch Group
Alabama
$278K +$723 +11 +0.3%
WPWM
1430
Western Pacific Wealth Management
Illinois
$278K – – –
JSW
1431
Journey Strategic Wealth
New Jersey
$278K +$25.1K +382 +10%
AF
1432
Apexium Financial
Texas
$277K -$17.3K -263 -6%
KA
1433
Kovack Advisors
Florida
$277K +$25.4K +386 +10%
FB
1434
Fulton Bank
Pennsylvania
$276K -$276K -4,201 -50%
WB
1435
WesBanco Bank
West Virginia
$276K -$4.2K -64 -1%
NWWA
1436
New Wave Wealth Advisors
Arkansas
$276K +$2.69K +41 +1%
HOWA
1437
Heritage Oak Wealth Advisors
Florida
$276K +$279K +4,251 New
AWM
1438
Aberdeen Wealth Management
Illinois
$275K +$28K +426 +11%
FFA
1439
Fi3 Financial Advisors
Indiana
$275K +$90.3K +1,374 +48%
OHWP
1440
Oak Harbor Wealth Partners
North Carolina
$275K +$197 +3 +0.1%
CCI
1441
Credit Capital Investments
New Jersey
$272K +$276K +4,200 New
FA
1442
Fiduciary Alliance
South Carolina
$272K -$6.83K -104 -2%
OPWM
1443
Oxinas Partners Wealth Management
Indiana
$272K -$56.2K -856 -17%
PWM
1444
Purus Wealth Management
California
$271K +$460 +7 +0.2%
SIM
1445
Studio Investment Management
Illinois
$271K +$12.8K +195 +5%
A
1446
AlphaQuest
New York
$270K +$273K +4,161 New
WA
1447
Waddell & Associates
Tennessee
$268K +$2.17K +33 +0.8%
QWP
1448
Quotient Wealth Partners
Texas
$268K -$52.9K -806 -16%
DWA
1449
Douglass Winthrop Advisors
New York
$266K – – –
TAM
1450
Trillium Asset Management
Massachusetts
$266K -$27.2K -414 -9%
56 57
58
59 60