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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1451
Cozad Asset Management
Illinois
$583K -$53.7K -589 -9%
BWP
1452
Balboa Wealth Partners
Arizona
$583K -$190K -2,079 -25%
LCM
1453
Lazari Capital Management
California
$582K +$3.65K +40 +0.6%
KCP
1454
Kera Capital Partners
California
$580K -$167K -1,834 -23%
FWM
1455
FMB Wealth Management
California
$579K +$274 +3 +0%
CWM
1456
Cornerstone Wealth Management
Missouri
$578K +$37.9K +416 +7%
VCM
1457
Virtue Capital Management
Tennessee
$574K -$59.7K -655 -10%
GPA
1458
Garrison Point Advisors
California
$573K -$38.8K -425 -6%
KCM
1459
KRS Capital Management
Michigan
$573K +$4.65K +51 +0.8%
SFS
1460
Strategic Financial Services
New York
$572K – – –
OIAM
1461
OFI Invest Asset Management
France
$571K -$522K -5,729 -45%
EPW
1462
Evolve Private Wealth
California
$570K -$4.34M -47,620 -89%
EWS
1463
Evergreen Wealth Solutions
Pennsylvania
$565K +$172K +1,881 +58%
EFM
1464
E Fund Management
China
$564K -$5.02K -55 -0.9%
RWB
1465
RMR Wealth Builders
New Jersey
$563K -$17.8K -195 -3%
SI
1466
Severin Investments
Missouri
$562K +$23.8K +261 +4%
GWS
1467
Greykasell Wealth Strategies
California
$561K +$12.4K +136 +2%
DMBA
1468
Deseret Mutual Benefit Administrators
Utah
$561K -$19.8K -217 -3%
RCP
1469
Rothschild Capital Partners
New York
$561K +$638 +7 +0.1%
AFT
1470
Alpha Family Trust
California
$560K – – –
SHGA
1471
Sand Hill Global Advisors
California
$558K – – –
IAMOG
1472
Investors Asset Management of Georgia
Georgia
$556K +$174K +1,904 +46%
PA
1473
PFG Advisors
Arizona
$556K -$48.6K -533 -8%
BWG
1474
Beta Wealth Group
California
$555K +$9.21K +101 +2%
PWPS
1475
Pinnacle Wealth Planning Services
Ohio
$554K -$1.92K -21 -0.3%
57 58
59
60 61