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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1626
Cornerstone Advisory
Maryland
$248K +$78 +1 +0%
BWA
1627
Blodgett Wealth Advisors
California
$248K – – –
WPP
1628
Whalerock Point Partners
Rhode Island
$248K – – –
BBNA
1629
Bremer Bank National Association
Minnesota
$247K +$18.8K +239 +8%
RWA
1630
Redhawk Wealth Advisors
Minnesota
$247K +$392 +5 +0.2%
PL
1631
Plancorp LLC
Missouri
$247K +$20.2K +257 +9%
ACIM
1632
Azimuth Capital Investment Management
Michigan
$247K -$36.9K -470 -13%
WCF
1633
West Coast Financial
California
$247K +$7.85K +100 +3%
FIB
1634
First Interstate Bank
Montana
$245K -$144K -1,841 -37%
SGCA
1635
Steel Grove Capital Advisors
Tennessee
$244K -$293K -3,730 -54%
OWP
1636
Obermeyer Wealth Partners
Colorado
$244K -$157K -1,998 -39%
BDFN
1637
Bond & Devick Financial Network
Minnesota
$243K +$244K +3,108 New
RDWM
1638
Red Door Wealth Management
Tennessee
$243K +$2.35K +30 +1%
SFG
1639
SNS Financial Group
Minnesota
$243K +$4.47K +57 +2%
TTWM
1640
TCV Trust & Wealth Management
Virginia
$241K – – –
HWP
1641
Highline Wealth Partners
California
$241K +$4.24K +54 +2%
PB
1642
Pinnacle Bancorp
Nebraska
$241K – – –
FFO
1643
Fiduciary Family Office
Florida
$241K +$241K +3,075 New
MFA
1644
Morling Financial Advisors
California
$240K +$241K +3,070 New
SWRP
1645
Summit Wealth & Retirement Planning
California
$240K +$240K +3,061 New
FHA
1646
Flagship Harbor Advisors
Massachusetts
$239K +$5.49K +70 +2%
PA
1647
PFG Advisors
Arizona
$238K +$5.49K +70 +2%
QT
1648
Quantbot Technologies
New York
$238K -$13.5M -172,128 -98%
BWM
1649
BlackDiamond Wealth Management
New York
$237K -$86.2K -1,098 -28%
CFS
1650
CRA Financial Services
New Jersey
$237K -$31.4K -400 -12%
64 65
66
67 68