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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1576
Anchyra Partners
Georgia
$445K -$15.7K -172 -3%
ACA
1577
Affinity Capital Advisors
California
$445K -$57.2K -627 -12%
CCFM
1578
Clear Creek Financial Management
Washington
$444K -$15K -165 -3%
WFI
1579
West Family Investments
California
$444K +$24.8K +272 +6%
DS
1580
DRW Securities
Illinois
$443K -$583K -6,389 -57%
USWIA
1581
UP Strategic Wealth Investment Advisors
Pennsylvania
$441K – – –
CS
1582
Cannell & Spears
New York
$439K -$12.9K -141 -3%
EWS
1583
Eagle Wealth Strategies
New Jersey
$439K +$16.6K +182 +4%
PWP
1584
Principle Wealth Partners
Connecticut
$439K -$138K -1,513 -24%
CCMG
1585
Clark Capital Management Group
Pennsylvania
$438K -$11.2K -123 -3%
BIG
1586
Brookwood Investment Group
Arizona
$438K +$433K +4,744 New
CRI
1587
Commonwealth Retirement Investments
Virginia
$437K -$11.5K -126 -3%
LIA
1588
LBMC Investment Advisors
Tennessee
$436K +$23.3K +256 +6%
HFS
1589
Hopwood Financial Services
Virginia
$435K – – –
OMIC
1590
Old Mission Investment Co
Michigan
$435K – – –
TF
1591
Trek Financial
Arizona
$432K +$28.4K +311 +7%
AF
1592
Aviso Financial
Ontario, Canada
$432K -$12.6K -138 -3%
ZIM
1593
Zacks Investment Management
Illinois
$427K +$161K +1,765 +62%
OHWP
1594
Oak Harbor Wealth Partners
North Carolina
$427K -$620K -6,799 -60%
GWP
1595
Gateway Wealth Partners
Wisconsin
$424K -$481K -5,271 -53%
OIM
1596
Orca Investment Management
Oregon
$422K – – –
EA
1597
Everpar Advisors
Oklahoma
$422K +$3.56K +39 +0.9%
TWM
1598
TRB Wealth Management
Texas
$421K +$28.5K +312 +7%
SWRP
1599
Summit Wealth & Retirement Planning
California
$419K -$15.5K -170 -4%
LA
1600
LexAurum Advisors
Kansas
$419K -$32.3K -354 -7%
62 63
64
65 66