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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
C1AG
1426
Client 1st Advisory Group
Florida
$280K -$26.9K -409 -9%
BFM
1427
Boston Financial Management
Massachusetts
$280K -$1.58K -24 -0.6%
SPWM
1428
Schrum Private Wealth Management
Florida
$279K +$283K +4,312 New
LNB
1429
Ledyard National Bank
$279K -$394 -6 -0.1%
CC
1430
Callan Capital
California
$278K -$83.2K -1,267 -23%
WG
1431
Welch Group
Alabama
$278K +$723 +11 +0.3%
WPWM
1432
Western Pacific Wealth Management
Illinois
$278K – – –
JSW
1433
Journey Strategic Wealth
New Jersey
$278K +$25.1K +382 +10%
AF
1434
Apexium Financial
Texas
$277K -$17.3K -263 -6%
KA
1435
Kovack Advisors
Florida
$277K +$25.4K +386 +10%
FB
1436
Fulton Bank
Pennsylvania
$276K -$276K -4,201 -50%
WB
1437
WesBanco Bank
West Virginia
$276K -$4.2K -64 -1%
NWWA
1438
New Wave Wealth Advisors
Arkansas
$276K +$2.69K +41 +1%
HOWA
1439
Heritage Oak Wealth Advisors
Florida
$276K +$279K +4,251 New
AWM
1440
Aberdeen Wealth Management
Illinois
$275K +$28K +426 +11%
FFA
1441
Fi3 Financial Advisors
Indiana
$275K +$90.3K +1,374 +48%
OHWP
1442
Oak Harbor Wealth Partners
North Carolina
$275K +$197 +3 +0.1%
CCI
1443
Credit Capital Investments
New Jersey
$272K +$276K +4,200 New
FA
1444
Fiduciary Alliance
South Carolina
$272K -$6.83K -104 -2%
OPWM
1445
Oxinas Partners Wealth Management
Indiana
$272K -$56.2K -856 -17%
PWM
1446
Purus Wealth Management
California
$271K +$460 +7 +0.2%
SIM
1447
Studio Investment Management
Illinois
$271K +$12.8K +195 +5%
A
1448
AlphaQuest
New York
$270K +$273K +4,161 New
WA
1449
Waddell & Associates
Tennessee
$268K +$2.17K +33 +0.8%
QWP
1450
Quotient Wealth Partners
Texas
$268K -$52.9K -806 -16%
56 57
58
59 60