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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1501
Cornerstone Wealth Management
Missouri
$576K -$15.4K -162 -3%
SCP
1502
Sivia Capital Partners
California
$574K -$7.78K -82 -1%
DI
1503
Diligent Investors
California
$573K – – –
TCM
1504
Tributary Capital Management
Nebraska
$572K +$544K +5,730 New
IWA
1505
Icon Wealth Advisors
Texas
$572K +$1.04K +11 +0.2%
MFA
1506
Mayflower Financial Advisors
Massachusetts
$572K -$98.7K -1,040 -15%
BWG
1507
Beta Wealth Group
California
$570K -$9.39K -99 -2%
TCM
1508
Traynor Capital Management
Pennsylvania
$569K -$102K -1,070 -16%
PMFA
1509
Plante Moran Financial Advisors
Michigan
$569K -$6.64K -70 -1%
JAG
1510
Journey Advisory Group
Kentucky
$569K -$14.2K -150 -3%
SFG
1511
Shum Financial Group
California
$568K +$114K +1,202 +27%
JEST
1512
JTC Employer Solutions Trustee
Jersey
$567K – – –
GFP
1513
Gryphon Financial Partners
Ohio
$566K -$15.2K -160 -3%
WC
1514
Waterloo Capital
Texas
$565K +$34.8K +367 +7%
MHR
1515
Matthew Hamilton Rosenberg
$564K +$3.04K +32 +0.6%
AWM
1516
Accurate Wealth Management
Florida
$560K +$3.32K +35 +0.6%
PTC
1517
Private Trust Company
Ohio
$557K -$569 -6 -0.1%
WB
1518
WesBanco Bank
West Virginia
$557K -$5.22K -55 -1%
GSB
1519
Greenfield Savings Bank
Massachusetts
$556K +$124K +1,311 +31%
FAL
1520
Focused Alpha LLC
Colorado
$554K +$526K +5,540 New
ACM
1521
Avalon Capital Management
California
$553K -$8.73K -92 -2%
CCA
1522
Childress Capital Advisors
Texas
$553K -$32.1K -338 -6%
KCM
1523
KRS Capital Management
Michigan
$553K +$4.93K +52 +0.9%
UFA
1524
Unify Financial Advisors
Florida
$551K +$523K +5,511 New
GWS
1525
Greykasell Wealth Strategies
California
$548K – – –
59 60
61
62 63