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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
ODG
1526
O'Dell Group
Ohio
$221K +$131 +2 +0.1%
CP
1527
Castleview Partners
Texas
$219K +$33.1K +504 +17%
SFG
1528
SNS Financial Group
Minnesota
$219K -$1.91K -29 -0.9%
WJWM
1529
Williams Jones Wealth Management
New York
$219K -$17.5K -267 -7%
JWCA
1530
J.W. Cole Advisors
Florida
$218K -$36.9K -561 -14%
SWM
1531
Seed Wealth Management
Illinois
$218K – – –
BAM
1532
BOS Asset Management
Illinois
$218K +$8.67K +132 +4%
LPT
1533
Legacy Private Trust
Wisconsin
$217K -$2.83K -43 -1%
CT
1534
Chicago Trust
Illinois
$217K +$21K +320 +11%
CFA
1535
CWS Financial Advisors
Michigan
$217K – – –
CCFM
1536
Clear Creek Financial Management
Washington
$217K +$4.79K +73 +2%
HWP
1537
Highline Wealth Partners
California
$216K +$24.9K +379 +13%
WHG
1538
Westwood Holdings Group
Texas
$216K -$87.9M -1,337,490 -100%
CCA
1539
Childress Capital Advisors
Texas
$215K -$13.4K -204 -6%
RDWM
1540
Red Door Wealth Management
Tennessee
$215K +$16.4K +250 +8%
CC
1541
Corton Capital
Ontario, Canada
$215K +$218K +3,324 New
OWA
1542
Opal Wealth Advisors
New York
$215K -$4.6K -70 -2%
WC
1543
Waterloo Capital
Texas
$215K -$816K -12,425 -79%
FLII
1544
First Long Island Investors
New York
$214K -$17.7M -268,741 -99%
AFA
1545
AA Financial Advisors
Ohio
$214K -$20K -304 -8%
SL
1546
Sentinus LLC
Illinois
$213K -$11K -167 -5%
FTIS
1547
First Trust Investment Solutions
Florida
$213K +$17.9K +273 +9%
TA
1548
TrueWealth Advisors
Alabama
$213K +$216K +3,291 New
IC
1549
Iconiq Capital
California
$212K +$215K +3,276 New
SWA
1550
SOA Wealth Advisors
New York
$212K +$197 +3 +0.1%
60 61
62
63 64