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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
1801
Manuka Financial
Virginia
$304K +$3.79K +40 +1%
HNB
1802
Hilltop National Bank
Wyoming
$304K +$66.8K +704 +30%
CCM
1803
Chilton Capital Management
Texas
$304K +$4.08K +43 +1%
TW
1804
Traveka Wealth
California
$303K +$13.9K +146 +5%
TWM
1805
Tradition Wealth Management
Minnesota
$303K +$379 +4 +0.1%
LA
1806
LVW Advisors
New York
$302K +$23.9K +252 +9%
CP
1807
Cornerstone Planning
North Carolina
$302K +$287K +3,024 New
SFG
1808
Sather Financial Group
Texas
$302K +$35.3K +372 +14%
LA
1809
Lifeworks Advisors
Michigan
$301K +$31.7K +334 +12%
WI
1810
WBI Investments
New Jersey
$300K -$753K -7,941 -73%
MWA
1811
Martel Wealth Advisors
Washington
$300K – – –
SSA
1812
Sierra Summit Advisors
Nevada
$300K – – –
KWS
1813
Keystone Wealth Services
California
$296K -$28.8K -304 -9%
SWM
1814
Segment Wealth Management
Texas
$295K +$54.9K +579 +24%
SWMG
1815
Signature Wealth Management Group
Georgia
$295K -$9.39K -99 -3%
WP
1816
WealthShield Partners
North Carolina
$294K +$4.65K +49 +2%
CFS
1817
CRA Financial Services
New Jersey
$294K +$285 +3 +0.1%
BFA
1818
Beaumont Financial Advisors
Massachusetts
$293K +$2.09K +22 +0.8%
SWM
1819
Stockman Wealth Management
Montana
$293K – – –
BWP
1820
Bernardo Wealth Planning
Pennsylvania
$293K +$1.8K +19 +0.7%
OP
1821
ORG Partners
Indiana
$293K +$4.55K +48 +2%
WA1
1822
Wimmer Associates 1
California
$292K – – –
BAM
1823
Boyar Asset Management
New York
$290K -$28.5K -300 -9%
EW
1824
Elyxium Wealth
California
$290K -$33.5K -353 -11%
FBFS
1825
First Business Financial Services
Wisconsin
$288K -$99.6K -1,050 -27%
71 72
73
74 75