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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GLLW
1801
Graves Light Lenhart Wealth
Virginia
$230K -$33.1K -395 -14%
LRPA
1802
L. Roy Papp & Associates
Arizona
$230K +$211K +2,518 New
FTC
1803
Farmers Trust Company
Ohio
$229K -$12.7K -152 -6%
CFD
1804
Creative Financial Designs
Indiana
$229K +$1.59K +19 +0.8%
NCM
1805
Northside Capital Management
Oregon
$229K +$210K +2,506 New
CCFM
1806
Clear Creek Financial Management
Washington
$228K +$209K +2,498 New
MHC
1807
Meyer Handelman Company
New York
$227K +$209K +2,492 New
SWA
1808
SOA Wealth Advisors
New York
$227K +$251 +3 +0.1%
AIP
1809
Almanack Investment Partners
Pennsylvania
$226K +$208K +2,480 New
GD
1810
Grandfield & Dodd
New York
$226K +$208K +2,480 New
GIA
1811
Guyasuta Investment Advisors
Pennsylvania
$226K +$207K +2,472 New
GKIM
1812
GW&K Investment Management
Massachusetts
$225K -$202K -2,416 -49%
RWA
1813
Redhawk Wealth Advisors
Minnesota
$224K -$58.4K -697 -22%
FI
1814
FWG Investments
Kentucky
$224K +$206K +2,458 New
IWP
1815
Invenio Wealth Partners
Florida
$224K +$205K +2,452 New
SQA
1816
Simon Quick Advisors
New Jersey
$223K -$662K -7,903 -76%
OP
1817
ORG Partners
Indiana
$222K +$72.2K +862 +55%
EWP
1818
Elevation Wealth Partners
California
$222K -$7.87K -94 -4%
PHWM
1819
Pine Harbor Wealth Management
Maryland
$222K +$203K +2,429 New
AW
1820
Alteri Wealth
California
$221K +$203K +2,428 New
RRWA
1821
Rainey & Randall Wealth Advisors
Florida
$221K +$203K +2,419 New
LA
1822
Lifeworks Advisors
Michigan
$220K +$202K +2,410 New
DOA
1823
D'Orazio & Associates
Virginia
$220K -$18.3K -219 -8%
EW
1824
Elyxium Wealth
California
$220K +$201K +2,406 New
VCM
1825
Violich Capital Management
California
$219K +$201K +2,400 New
71 72
73
74 75