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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
1576
Ramirez Asset Management
New York
$60.4K +$66.5K +1,100 New
BWM
1577
Baystate Wealth Management
Massachusetts
$60.1K +$242 +4 +0.4%
ZB
1578
Zions Bancorporation
Utah
$59.5K -$725 -12 -1%
ADL
1579
Asset Dedication LLC
California
$59K +$12.4K +205 +23%
FIM
1580
FWL Investment Management
Texas
$58.5K +$64.4K +1,066 New
TFG
1581
Team Financial Group
California
$57.8K +$63.6K +1,053 New
CBT
1582
CoreFirst Bank & Trust
Kansas
$56.1K +$61.8K +1,022 New
MCM
1583
Manchester Capital Management
Vermont
$56K -$54.5K -901 -47%
RG
1584
Retirement Group
California
$55.7K -$22.5K -372 -27%
PP
1585
Pacifica Partners
Canada
$54.4K +$64.4K +1,065 New
WPA
1586
West Paces Advisors
Georgia
$54.1K – – –
HFS
1587
Hantz Financial Services
Michigan
$54K +$9.13K +151 +18%
WWP
1588
WR Wealth Planners
Missouri
$52.4K -$907 -15 -2%
OP
1589
ORG Partners
Indiana
$51K -$31.7K -524 -36%
CT
1590
Clearstead Trust
Maine
$50.8K – – –
FMB
1591
Field & Main Bank
Kentucky
$49.4K – – –
MIA
1592
Milestone Investment Advisors
Wisconsin
$48.8K +$53.7K +888 New
PA
1593
PSI Advisors
Florida
$48.5K +$3.2K +53 +6%
CHC
1594
City Holding Co
West Virginia
$48K -$30.8K -510 -37%
RWPA
1595
Richard W. Paul & Associates
Michigan
$47.8K – – –
FAM
1596
Flaharty Asset Management
Florida
$47.3K +$52.1K +862 New
RW
1597
RVW Wealth
California
$47.1K +$51.9K +858 New
SWA
1598
Sutton Wealth Advisors
Florida
$47K -$3.02K -50 -6%
BAM
1599
Byrne Asset Management
New Jersey
$45K -$50K -827 Closed
AS
1600
AM Squared
Hong Kong
$43.9K -$66.5K -1,100 -58%
62 63
64
65 66