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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1651
BlackDiamond Wealth Management
New York
$237K -$86.2K -1,098 -28%
CFS
1652
CRA Financial Services
New Jersey
$237K -$31.4K -400 -12%
MCM
1653
Manchester Capital Management
Vermont
$237K +$21.7K +276 +10%
WJWM
1654
Williams Jones Wealth Management
New York
$237K -$33.7K -429 -12%
LF
1655
Lantz Financial
Illinois
$237K +$7.85K +100 +3%
EA
1656
Everpar Advisors
Oklahoma
$236K +$237K +3,017 New
KSWA
1657
Kathleen S. Wright Associates
Pennsylvania
$236K +$7.85K +100 +3%
TWM
1658
Tradition Wealth Management
Minnesota
$236K +$237K +3,014 New
C
1659
Certuity
Florida
$235K +$236K +3,005 New
MF
1660
Manuka Financial
Virginia
$235K – – –
MWA
1661
Martel Wealth Advisors
Washington
$235K – – –
SSA
1662
Sierra Summit Advisors
Nevada
$235K – – –
BAM
1663
Brave Asset Management
New Jersey
$234K – – –
KP
1664
Kitching Partners
Pennsylvania
$234K +$234K +2,987 New
APW
1665
Austin Private Wealth
Texas
$233K +$234K +2,982 New
VCA
1666
Verdence Capital Advisors
Maryland
$233K -$5.73K -73 -2%
SCI
1667
Silver Coast Investments
United States
$233K -$25.4K -323 -10%
FC
1668
Forte Capital
New York
$232K +$20.5K +261 +10%
PFS
1669
Physicians Financial Services
North Carolina
$231K +$232K +2,950 New
SWM
1670
Stockman Wealth Management
Montana
$230K – – –
CWC
1671
Carolinas Wealth Consulting
North Carolina
$230K +$471 +6 +0.2%
CCM
1672
Chilton Capital Management
Texas
$229K -$3.92K -50 -2%
AWM
1673
Aprio Wealth Management
Georgia
$229K +$229K +2,924 New
AL
1674
ACAS LLC
California
$228K – – –
GLLW
1675
Graves Light Lenhart Wealth
Virginia
$228K +$229K +2,913 New
65 66
67
68 69