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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1801
LJI Wealth Management
Indiana
$306K +$24.8K +261 +9%
OBWG
1802
Onyx Bridge Wealth Group
New York
$306K +$3.6K +38 +1%
PFS
1803
Physicians Financial Services
North Carolina
$305K -$28.5K -300 -9%
MF
1804
Manuka Financial
Virginia
$304K +$3.79K +40 +1%
HNB
1805
Hilltop National Bank
Wyoming
$304K +$66.8K +704 +30%
CCM
1806
Chilton Capital Management
Texas
$304K +$4.08K +43 +1%
TW
1807
Traveka Wealth
California
$303K +$13.9K +146 +5%
TWM
1808
Tradition Wealth Management
Minnesota
$303K +$379 +4 +0.1%
LA
1809
LVW Advisors
New York
$302K +$23.9K +252 +9%
CP
1810
Cornerstone Planning
North Carolina
$302K +$287K +3,024 New
SFG
1811
Sather Financial Group
Texas
$302K +$35.3K +372 +14%
LA
1812
Lifeworks Advisors
Michigan
$301K +$31.7K +334 +12%
WI
1813
WBI Investments
New Jersey
$300K -$753K -7,941 -73%
MWA
1814
Martel Wealth Advisors
Washington
$300K – – –
SSA
1815
Sierra Summit Advisors
Nevada
$300K – – –
KWS
1816
Keystone Wealth Services
California
$296K -$28.8K -304 -9%
SWM
1817
Segment Wealth Management
Texas
$295K +$54.9K +579 +24%
SWMG
1818
Signature Wealth Management Group
Georgia
$295K -$9.39K -99 -3%
WP
1819
WealthShield Partners
North Carolina
$294K +$4.65K +49 +2%
CFS
1820
CRA Financial Services
New Jersey
$294K +$285 +3 +0.1%
BFA
1821
Beaumont Financial Advisors
Massachusetts
$293K +$2.09K +22 +0.8%
SWM
1822
Stockman Wealth Management
Montana
$293K – – –
BWP
1823
Bernardo Wealth Planning
Pennsylvania
$293K +$1.8K +19 +0.7%
OP
1824
ORG Partners
Indiana
$293K +$4.55K +48 +2%
WA1
1825
Wimmer Associates 1
California
$292K – – –
71 72
73
74 75