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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
OIAM
1451
OFI Invest Asset Management
France
$571K -$522K -5,729 -45%
EPW
1452
Evolve Private Wealth
California
$570K -$4.34M -47,620 -89%
EWS
1453
Evergreen Wealth Solutions
Pennsylvania
$565K +$172K +1,881 +58%
EFM
1454
E Fund Management
China
$564K -$5.02K -55 -0.9%
RWB
1455
RMR Wealth Builders
New Jersey
$563K -$17.8K -195 -3%
SI
1456
Severin Investments
Missouri
$562K +$23.8K +261 +4%
GWS
1457
Greykasell Wealth Strategies
California
$561K +$12.4K +136 +2%
DMBA
1458
Deseret Mutual Benefit Administrators
Utah
$561K -$19.8K -217 -3%
RCP
1459
Rothschild Capital Partners
New York
$561K +$638 +7 +0.1%
AFT
1460
Alpha Family Trust
California
$560K – – –
SHGA
1461
Sand Hill Global Advisors
California
$558K – – –
IAMOG
1462
Investors Asset Management of Georgia
Georgia
$556K +$174K +1,904 +46%
PA
1463
PFG Advisors
Arizona
$556K -$48.6K -533 -8%
BWG
1464
Beta Wealth Group
California
$555K +$9.21K +101 +2%
PWPS
1465
Pinnacle Wealth Planning Services
Ohio
$554K -$1.92K -21 -0.3%
AWM
1466
Arista Wealth Management
Nevada
$554K -$9.39K -103 -2%
PE
1467
PCM Encore
Colorado
$552K -$54.7K -600 -9%
WAM
1468
WNY Asset Management
New York
$552K +$13.2K +145 +2%
SIS
1469
Sound Income Strategies
Florida
$548K +$372K +4,084 +220%
TF
1470
Tompkins Financial
New York
$547K +$274K +3,000 +102%
SA
1471
SJBenen ADVISORY
North Carolina
$545K – – –
MCCP
1472
Mission Creek Capital Partners
California
$544K -$124K -1,365 -19%
SHFA
1473
SS&H Financial Advisors
Michigan
$544K +$538K +5,899 New
WAS
1474
WESPAC Advisors SoCal
California
$542K +$6.47K +71 +1%
MFA
1475
Mayflower Financial Advisors
Massachusetts
$542K -$182 -2 -0%
57 58
59
60 61