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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FCG
1601
Fielder Capital Group
Tennessee
$464K +$37.9K +400 +9%
WF
1602
Welch & Forbes
Massachusetts
$462K -$3.42K -36 -0.8%
EWM
1603
Evermay Wealth Management
Virginia
$461K -$28.7K -303 -6%
ICP
1604
Impact Capital Partners
Colorado
$459K -$19.7K -208 -4%
HFS
1605
Hopwood Financial Services
Virginia
$458K -$30.7K -324 -7%
AWAU
1606
Alliance Wealth Advisors (Utah)
Utah
$457K -$91.1K -960 -17%
OIM
1607
Orca Investment Management
Oregon
$456K -$6.83K -72 -2%
SCM
1608
SCS Capital Management
Massachusetts
$455K -$9.87K -104 -2%
NHT
1609
New Hampshire Trust
New Hampshire
$455K -$160K -1,688 -27%
OWA
1610
Opal Wealth Advisors
New York
$454K +$7.12K +75 +2%
SRL
1611
Scientech Research LLC
New Jersey
$453K +$431K +4,539 New
EWS
1612
Eagle Wealth Strategies
New Jersey
$451K +$474 +5 +0.1%
RW
1613
RVW Wealth
California
$451K +$2.85K +30 +0.7%
S
1614
SimplyRich
California
$450K – – –
ACA
1615
Affinity Capital Advisors
California
$448K +$30.7K +324 +8%
AIM
1616
Acropolis Investment Management
Missouri
$446K – – –
KCIC
1617
Kuhn & Co Investment Counsel
Illinois
$439K +$417K +4,396 New
LFAS
1618
Level Four Advisory Services
Texas
$439K +$37.4K +394 +10%
LIA
1619
LBMC Investment Advisors
Tennessee
$438K – – –
DTC
1620
Davidson Trust Company
Washington
$438K +$415K +4,379 New
OL
1621
OneFund LLC
Florida
$437K +$26.9K +284 +7%
DG
1622
Dala Group
Illinois
$437K +$415K +4,370 New
AWM
1623
Aberdeen Wealth Management
Illinois
$435K +$14.8K +156 +4%
RWA
1624
River Wealth Advisors
Pennsylvania
$435K -$75.3K -794 -15%
BFS
1625
Bradley Foster & Sargent
Connecticut
$435K +$2.85K +30 +0.7%
63 64
65
66 67