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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
OHWP
1451
Oak Harbor Wealth Partners
North Carolina
$312K +$74 +1 +0%
CCM
1452
Chilton Capital Management
Texas
$311K +$66.5K +900 +27%
CS
1453
Cannell & Spears
New York
$311K -$265K -3,581 -46%
SCI
1454
Silver Coast Investments
United States
$311K -$8.57K -116 -3%
IWA
1455
IBEX Wealth Advisors
New Jersey
$311K -$1.46M -19,736 -82%
OL
1456
Optas LLC
Texas
$311K +$15.4K +208 +5%
NWWA
1457
New Wave Wealth Advisors
Arkansas
$310K +$311K +4,210 New
TA
1458
TFG Advisers
Michigan
$310K +$53K +718 +21%
PWM
1459
Purus Wealth Management
California
$308K +$517 +7 +0.2%
SFP
1460
Sweet Financial Partners
Minnesota
$307K -$19.2K -260 -6%
VAM
1461
Verity Asset Management
North Carolina
$306K -$16.8K -228 -5%
NSB
1462
Norway Savings Bank
Maine
$305K -$3.69K -50 -1%
SFA
1463
Souders Financial Advisors
Ohio
$303K -$2.22K -30 -0.7%
WFI
1464
West Family Investments
California
$303K – – –
DFCM
1465
Dark Forest Capital Management
Puerto Rico
$303K +$304K +4,113 New
WHCI
1466
W.H. Cornerstone Investments
Massachusetts
$303K +$1.03K +14 +0.3%
FIM
1467
FWL Investment Management
Texas
$303K +$59.4K +804 +24%
BIP
1468
Blueprint Investment Partners
North Carolina
$303K +$68K +920 +29%
WA
1469
Waddell & Associates
Tennessee
$303K +$5.84K +79 +2%
DWA
1470
Douglass Winthrop Advisors
New York
$303K -$93.4K -1,264 -24%
FI
1471
FWG Investments
Kentucky
$301K +$3.03K +41 +1%
AFP
1472
Ausdal Financial Partners
Iowa
$301K -$62.3K -844 -17%
SWM
1473
SFG Wealth Management
Maryland
$298K – – –
KA
1474
Klingman & Associates
New York
$297K +$14.6K +198 +5%
LTI
1475
Laffer Tengler Investments
Tennessee
$297K – – –
57 58
59
60 61