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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1651
Manchester Capital Management
Vermont
$237K +$21.7K +276 +10%
WJWM
1652
Williams Jones Wealth Management
New York
$237K -$33.7K -429 -12%
LF
1653
Lantz Financial
Illinois
$237K +$7.85K +100 +3%
EA
1654
Everpar Advisors
Oklahoma
$236K +$237K +3,017 New
KSWA
1655
Kathleen S. Wright Associates
Pennsylvania
$236K +$7.85K +100 +3%
TWM
1656
Tradition Wealth Management
Minnesota
$236K +$237K +3,014 New
C
1657
Certuity
Florida
$235K +$236K +3,005 New
MF
1658
Manuka Financial
Virginia
$235K – – –
MWA
1659
Martel Wealth Advisors
Washington
$235K – – –
SSA
1660
Sierra Summit Advisors
Nevada
$235K – – –
BAM
1661
Brave Asset Management
New Jersey
$234K – – –
KP
1662
Kitching Partners
Pennsylvania
$234K +$234K +2,987 New
APW
1663
Austin Private Wealth
Texas
$233K +$234K +2,982 New
VCA
1664
Verdence Capital Advisors
Maryland
$233K -$5.73K -73 -2%
SCI
1665
Silver Coast Investments
United States
$233K -$25.4K -323 -10%
FC
1666
Forte Capital
New York
$232K +$20.5K +261 +10%
PFS
1667
Physicians Financial Services
North Carolina
$231K +$232K +2,950 New
SWM
1668
Stockman Wealth Management
Montana
$230K – – –
CWC
1669
Carolinas Wealth Consulting
North Carolina
$230K +$471 +6 +0.2%
CCM
1670
Chilton Capital Management
Texas
$229K -$3.92K -50 -2%
AWM
1671
Aprio Wealth Management
Georgia
$229K +$229K +2,924 New
AL
1672
ACAS LLC
California
$228K – – –
GLLW
1673
Graves Light Lenhart Wealth
Virginia
$228K +$229K +2,913 New
SIG
1674
Stonegate Investment Group
Alabama
$228K -$9.1K -116 -4%
SFC
1675
SYM Financial Corp
Indiana
$226K +$227K +2,886 New
65 66
67
68 69