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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GFA
1801
Gallagher Fiduciary Advisors
Illinois
$291K +$981 +10 +0.3%
SGK
1802
Steigerwald Gordon & Koch
Virginia
$290K +$32.7K +333 +12%
TWM
1803
Tradition Wealth Management
Minnesota
$290K +$5.88K +60 +2%
TDB
1804
Thompson David Blair
$290K -$862K -8,785 -74%
TFG
1805
Tilson Financial Group
New Jersey
$290K -$214K -2,179 -41%
SNPAM
1806
St. Nicholas Private Asset Management
Florida
$289K – – –
WI
1807
WBI Investments
New Jersey
$289K +$7.65K +78 +3%
MS
1808
Millington Securities
New Jersey
$289K +$302K +3,079 New
OWP
1809
Obermeyer Wealth Partners
Colorado
$289K -$4.22K -43 -1%
AMPWP
1810
Alvarez & Marsal Private Wealth Partners
Florida
$289K +$301K +3,074 New
GFG
1811
Greystone Financial Group
Michigan
$288K -$1.14M -11,588 -79%
LWM
1812
LJI Wealth Management
Indiana
$288K – – –
PFS
1813
Physicians Financial Services
North Carolina
$287K – – –
SFG
1814
SNS Financial Group
Minnesota
$287K -$6.87K -70 -2%
ADL
1815
Asset Dedication LLC
California
$287K +$52.8K +538 +21%
MF
1816
Manuka Financial
Virginia
$286K – – –
TWML
1817
Todd Wealth Management, LLC
Florida
$285K -$10.8K -110 -4%
QFW
1818
QTR Family Wealth
Florida
$285K +$284K +2,896 New
AC
1819
Armistice Capital
New York
$284K +$297K +3,025 New
FPW
1820
Flywheel Private Wealth
California
$284K +$297K +3,025 New
CP
1821
Cornerstone Planning
North Carolina
$284K – – –
PWM
1822
Pines Wealth Management
North Carolina
$284K +$58.5K +596 +25%
SFG
1823
Sather Financial Group
Texas
$284K – – –
MWA
1824
Martel Wealth Advisors
Washington
$282K – – –
DWM
1825
Drive Wealth Management
Utah
$280K +$51.6K +526 +21%
71 72
73
74 75