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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
VAMG
1426
Voisard Asset Management Group
Michigan
$556K +$2.37K +25 +0.4%
GFP
1427
Gryphon Financial Partners
Ohio
$556K +$62.6K +660 +13%
MWA
1428
Monograph Wealth Advisors
California
$555K -$285 -3 -0.1%
NMC
1429
Nine Masts Capital
Hong Kong
$555K -$242K -2,553 -31%
BWG
1430
Beta Wealth Group
California
$554K -$114K -1,201 -17%
WAS
1431
WESPAC Advisors SoCal
California
$554K – – –
IFPG
1432
Intrepid Financial Planning Group
Indiana
$554K -$47.5K -500 -8%
RWP
1433
Ridgecrest Wealth Partners
California
$552K +$1.42K +15 +0.3%
PMFA
1434
Plante Moran Financial Advisors
Michigan
$550K -$1.14K -12 -0.2%
SHGA
1435
Sand Hill Global Advisors
California
$549K – – –
DI
1436
Diligent Investors
California
$548K – – –
OL
1437
Optas LLC
Texas
$547K +$30.3K +319 +6%
IWA
1438
Icon Wealth Advisors
Texas
$546K -$1.61K -17 -0.3%
BCG
1439
BayBridge Capital Group
California
$545K -$133K -1,400 -20%
UAG
1440
United Advisor Group
Ohio
$543K +$540K +5,692 New
JEST
1441
JTC Employer Solutions Trustee
Jersey
$541K – – –
SI
1442
Severin Investments
Missouri
$540K +$537K +5,654 New
ZBNA
1443
Zions Bancorporation, National Association
Utah
$540K +$265K +2,796 +98%
CRI
1444
Commonwealth Retirement Investments
Virginia
$539K -$57.5K -606 -10%
KWM
1445
Kingsview Wealth Management
Oregon
$539K +$6.45K +68 +1%
WB
1446
WesBanco Bank
West Virginia
$538K +$285 +3 +0.1%
ACM
1447
Avalon Capital Management
California
$538K -$4.46K -47 -0.8%
MHR
1448
Matthew Hamilton Rosenberg
$536K – – –
DIM
1449
Delta Investment Management
California
$536K +$31K +327 +6%
CFM
1450
Catalyst Funds Management
Australia
$535K +$532K +5,600 New
56 57
58
59 60