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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
1501
Cannell & Spears
New York
$441K +$586 +7 +0.1%
TF
1502
Trek Financial
Arizona
$439K +$77.6K +927 +24%
PBK
1503
Peoples Bank (Kansas)
Kansas
$439K -$1K -12 -0.2%
SC
1504
Syon Capital
California
$438K +$402K +4,802 New
DWM
1505
Diversify Wealth Management
Utah
$438K -$23K -275 -6%
PCM
1506
Polymer Capital Management
New York
$437K +$401K +4,787 New
CCG
1507
Coastwise Capital Group
California
$434K -$24.4K -292 -6%
S
1508
Sunpointe
Missouri
$430K +$395K +4,712 New
APP
1509
Avantax Planning Partners
Iowa
$429K +$7.62K +91 +2%
EWS
1510
Eagle Wealth Strategies
New Jersey
$429K +$6.87K +82 +2%
VCM
1511
Versant Capital Management
Arizona
$429K +$46.1K +550 +13%
PCM
1512
Princeton Capital Management
New Jersey
$429K +$393K +4,697 New
SIA
1513
Soltis Investment Advisors
Utah
$426K +$391K +4,673 New
WF
1514
Welch & Forbes
Massachusetts
$425K +$46.1K +550 +13%
OIM
1515
Orca Investment Management
Oregon
$423K -$419 -5 -0.1%
GWM
1516
Gibbs Wealth Management
Georgia
$423K +$22.6K +270 +6%
SIMG
1517
Sonora Investment Management Group
Arizona
$423K +$1.09K +13 +0.3%
APA
1518
Astoria Portfolio Advisors
New York
$423K – – –
WP
1519
Westmount Partners
California
$423K -$1.59K -19 -0.4%
FC
1520
Farringdon Capital
United Kingdom
$422K +$387K +4,627 New
MAWA
1521
Moss Adams Wealth Advisors
Washington
$422K +$5.61K +67 +1%
OC
1522
Opinicus Capital
Florida
$419K -$51.3K -613 -12%
PPW
1523
Parcion Private Wealth
Washington
$418K -$80.6K -963 -17%
STA
1524
Smith Thornton Advisors
Alabama
$418K +$3.01K +36 +0.8%
TA
1525
TFG Advisers
Michigan
$417K +$27.1K +324 +8%
59 60
61
62 63