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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1451
AlphaCore Capital
California
$600K -$4.02K -41 -0.6%
EL
1452
Essex LLC
Illinois
$599K -$92.9K -947 -13%
JTF
1453
J. Team Financial
Texas
$596K -$93.3K -951 -13%
CM
1454
Capula Management
Cayman Islands
$596K +$622K +6,340 New
BWA
1455
Basecamp Wealth Advisors
Washington
$595K – – –
BMCM
1456
Bryn Mawr Capital Management
Pennsylvania
$594K -$5.1K -52 -0.8%
SFG
1457
Shum Financial Group
California
$593K +$61.2K +624 +11%
CWA
1458
Canvas Wealth Advisors
Kansas
$593K -$259K -2,640 -30%
DMBA
1459
Deseret Mutual Benefit Administrators
Utah
$592K +$309K +3,150 +100%
KFA
1460
Kelleher Financial Advisors
New York
$591K – – –
RWB
1461
RMR Wealth Builders
New Jersey
$591K +$18.3K +187 +3%
LCM
1462
Lazari Capital Management
California
$589K -$5.88K -60 -0.9%
FWM
1463
FMB Wealth Management
California
$589K -$33.3K -340 -5%
PWP
1464
Principle Wealth Partners
Connecticut
$589K – – –
QWP
1465
Quotient Wealth Partners
Texas
$586K +$44.1K +450 +8%
LNB
1466
Ledyard National Bank
$585K -$196 -2 -0%
SAM
1467
Sawgrass Asset Management
Florida
$585K +$610K +6,224 New
AWCI
1468
Alpine Woods Capital Investors
New York
$584K +$610K +6,218 New
SFS
1469
Strategic Financial Services
New York
$583K – – –
SW
1470
Simplicity Wealth
New Jersey
$582K +$88.7K +904 +17%
AWM
1471
Accurate Wealth Management
Florida
$580K +$52K +530 +9%
EFM
1472
E Fund Management
China
$580K +$605K +6,172 New
CIM
1473
Cambria Investment Management
California
$579K +$604K +6,161 New
KCM
1474
KRS Capital Management
Michigan
$578K +$61K +622 +11%
AP
1475
Advisortrust Partners
North Carolina
$578K -$18.7K -191 -3%
57 58
59
60 61