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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
1576
Savvy Advisors Inc
New York
$238K +$29.5K +399 +14%
CWM
1577
Cranbrook Wealth Management
Michigan
$238K +$239K +3,230 New
BAM
1578
BOS Asset Management
Illinois
$238K – – –
PIA
1579
Perennial Investment Advisors
California
$237K -$7.31K -99 -3%
BBNA
1580
Bremer Bank National Association
Minnesota
$236K +$7.61K +103 +3%
SIC
1581
Sigma Investment Counselors
Michigan
$236K -$118K -1,604 -33%
USWIA
1582
UP Strategic Wealth Investment Advisors
Pennsylvania
$236K +$10.8K +146 +5%
MG
1583
Meritage Group
California
$234K +$235K +3,180 New
FCG
1584
Fielder Capital Group
Tennessee
$234K +$1.26K +17 +0.5%
VCG
1585
Vantage Consulting Group
Virginia
$234K -$26.7K -361 -10%
FMP
1586
Financial Management Professionals
Texas
$234K -$20.5K -277 -8%
RWM
1587
Raffa Wealth Management
District of Columbia
$234K – – –
KWM
1588
Kolinsky Wealth Management
New Jersey
$234K +$148 +2 +0.1%
WPP
1589
Whalerock Point Partners
Rhode Island
$233K – – –
BWA
1590
Blodgett Wealth Advisors
California
$233K +$148 +2 +0.1%
SWM
1591
Stockman Wealth Management
Montana
$233K -$36.9K -500 -14%
HHWM
1592
Hiley Hunt Wealth Management
Nebraska
$232K +$232K +3,146 New
MAM
1593
Magellan Asset Management
Australia
$231K +$46.3K +627 +25%
BCA
1594
Bay Colony Advisors
Massachusetts
$230K +$231K +3,124 New
PL
1595
Plancorp LLC
Missouri
$229K +$13.6K +184 +6%
T
1596
TOBAM
France
$229K -$254K -3,432 -52%
LWM
1597
LJI Wealth Management
Indiana
$229K – – –
TPWA
1598
TRUE Private Wealth Advisors
Oregon
$227K -$295 -4 -0.1%
TTWM
1599
TCV Trust & Wealth Management
Virginia
$227K -$2.22K -30 -1%
RDWM
1600
Red Door Wealth Management
Tennessee
$227K – – –
62 63
64
65 66