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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1676
Confluence Wealth Services
Pennsylvania
$223K +$78 +1 +0%
PTC
1677
Petrus Trust Company
Texas
$223K -$256K -3,256 -53%
CWMK
1678
Caliber Wealth Management (Kansas)
Kansas
$223K +$223K +2,846 New
TWM
1679
Thrive Wealth Management
Pennsylvania
$222K -$74.4K -948 -25%
MWM
1680
Marion Wealth Management
Pennsylvania
$221K +$3.85K +49 +2%
LAMC
1681
Longview Asset Management (California)
California
$220K +$4.08K +52 +2%
TCA
1682
Transcend Capital Advisors
New Jersey
$220K +$220K +2,805 New
LWM
1683
LJI Wealth Management
Indiana
$219K – – –
CNB
1684
Camden National Bank
Maine
$219K +$219K +2,792 New
BWP
1685
Bernardo Wealth Planning
Pennsylvania
$217K +$1.26K +16 +0.6%
KFGK
1686
Keystone Financial Group (Kentucky)
Kentucky
$216K -$3.22K -41 -1%
HIC
1687
Holderness Investments Company
North Carolina
$216K – – –
TPWA
1688
TRUE Private Wealth Advisors
Oregon
$216K -$20.4K -260 -9%
BFA
1689
Beaumont Financial Advisors
Massachusetts
$215K +$3.14K +40 +1%
PDL
1690
Portfolio Design Labs
California
$215K +$216K +2,749 New
ST
1691
Smithfield Trust
Pennsylvania
$214K -$74.1K -944 -26%
SPWM
1692
Straight Path Wealth Management
Michigan
$214K – – –
TW
1693
Traveka Wealth
California
$213K +$214K +2,724 New
AA
1694
Auxano Advisors
Washington
$213K +$314 +4 +0.1%
TBWA
1695
Three Bridge Wealth Advisors
California
$213K -$15.8K -201 -7%
FMP
1696
Financial Management Professionals
Texas
$213K +$6.28K +80 +3%
WWP
1697
Waypoint Wealth Partners
California
$212K – – –
SB
1698
Sunflower Bank
Texas
$211K +$212K +2,701 New
AFA
1699
AA Financial Advisors
Ohio
$211K -$17.3K -220 -8%
MFG
1700
Magnus Financial Group
New York
$211K +$212K +2,697 New
66 67
68
69 70