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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WCF
1576
West Coast Financial
California
$238K -$3.77K -51 -2%
1WM
1577
1858 Wealth Management
Ohio
$238K -$23.7K -321 -9%
SAI
1578
Savvy Advisors Inc
New York
$238K +$29.5K +399 +14%
CWM
1579
Cranbrook Wealth Management
Michigan
$238K +$239K +3,230 New
BAM
1580
BOS Asset Management
Illinois
$238K – – –
PIA
1581
Perennial Investment Advisors
California
$237K -$7.31K -99 -3%
BBNA
1582
Bremer Bank National Association
Minnesota
$236K +$7.61K +103 +3%
SIC
1583
Sigma Investment Counselors
Michigan
$236K -$118K -1,604 -33%
USWIA
1584
UP Strategic Wealth Investment Advisors
Pennsylvania
$236K +$10.8K +146 +5%
MG
1585
Meritage Group
California
$234K +$235K +3,180 New
FCG
1586
Fielder Capital Group
Tennessee
$234K +$1.26K +17 +0.5%
VCG
1587
Vantage Consulting Group
Virginia
$234K -$26.7K -361 -10%
FMP
1588
Financial Management Professionals
Texas
$234K -$20.5K -277 -8%
RWM
1589
Raffa Wealth Management
District of Columbia
$234K – – –
KWM
1590
Kolinsky Wealth Management
New Jersey
$234K +$148 +2 +0.1%
WPP
1591
Whalerock Point Partners
Rhode Island
$233K – – –
BWA
1592
Blodgett Wealth Advisors
California
$233K +$148 +2 +0.1%
SWM
1593
Stockman Wealth Management
Montana
$233K -$36.9K -500 -14%
HHWM
1594
Hiley Hunt Wealth Management
Nebraska
$232K +$232K +3,146 New
MAM
1595
Magellan Asset Management
Australia
$231K +$46.3K +627 +25%
BCA
1596
Bay Colony Advisors
Massachusetts
$230K +$231K +3,124 New
PL
1597
Plancorp LLC
Missouri
$229K +$13.6K +184 +6%
T
1598
TOBAM
France
$229K -$254K -3,432 -52%
LWM
1599
LJI Wealth Management
Indiana
$229K – – –
TPWA
1600
TRUE Private Wealth Advisors
Oregon
$227K -$295 -4 -0.1%
62 63
64
65 66