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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
1576
CRA Financial Services
New Jersey
$254K -$1.87K -25 -0.7%
CP
1577
Castleview Partners
Texas
$253K +$3.44K +46 +1%
ODG
1578
O'Dell Group
Ohio
$253K +$75 +1 +0%
MAWA
1579
Moss Adams Wealth Advisors
Washington
$252K +$255K +3,412 New
PPWM
1580
Paragon Private Wealth Management
Kentucky
$250K +$253K +3,382 New
AWM
1581
Accurate Wealth Management
Florida
$250K +$2.1K +28 +0.8%
FCG
1582
Fielder Capital Group
Tennessee
$250K +$17.7K +237 +8%
MA
1583
MONECO Advisors
Connecticut
$250K +$20.9K +279 +9%
W
1584
WorthPointe
California
$249K -$7.63K -102 -3%
BAM
1585
BOS Asset Management
Illinois
$248K – – –
SWM
1586
Seed Wealth Management
Illinois
$248K – – –
LPT
1587
Legacy Private Trust
Wisconsin
$248K – – –
CFA
1588
CWS Financial Advisors
Michigan
$248K – – –
TA
1589
TrueWealth Advisors
Alabama
$248K +$4.42K +59 +2%
SL
1590
Sentinus LLC
Illinois
$248K +$4.04K +54 +2%
SWA
1591
SOA Wealth Advisors
New York
$247K +$4.64K +62 +2%
SNPAM
1592
St. Nicholas Private Asset Management
Florida
$246K +$249K +3,330 New
FTUS
1593
Flow Traders U.S.
New York
$246K +$249K +3,327 New
CCFM
1594
Clear Creek Financial Management
Washington
$246K -$2.47K -33 -1%
GFP
1595
Gryphon Financial Partners
Ohio
$245K -$97.5K -1,303 -28%
SCI
1596
Silver Coast Investments
United States
$244K -$20.1K -268 -8%
RIP
1597
RAM Investment Partners
Washington
$244K +$3.52K +47 +1%
LWM
1598
LongView Wealth Management
Georgia
$243K -$18.8K -251 -7%
MF
1599
Magnetar Financial
Illinois
$241K +$243K +3,250 New
CA
1600
Cornerstone Advisory
Maryland
$240K +$224K +2,992 New
62 63
64
65 66