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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SNPAM
1801
St. Nicholas Private Asset Management
Florida
$289K – – –
WI
1802
WBI Investments
New Jersey
$289K +$7.65K +78 +3%
MS
1803
Millington Securities
New Jersey
$289K +$302K +3,079 New
OWP
1804
Obermeyer Wealth Partners
Colorado
$289K -$4.22K -43 -1%
AMPWP
1805
Alvarez & Marsal Private Wealth Partners
Florida
$289K +$301K +3,074 New
GFG
1806
Greystone Financial Group
Michigan
$288K -$1.14M -11,588 -79%
LWM
1807
LJI Wealth Management
Indiana
$288K – – –
PFS
1808
Physicians Financial Services
North Carolina
$287K – – –
SFG
1809
SNS Financial Group
Minnesota
$287K -$6.87K -70 -2%
ADL
1810
Asset Dedication LLC
California
$287K +$52.8K +538 +21%
MF
1811
Manuka Financial
Virginia
$286K – – –
QFW
1812
QTR Family Wealth
Florida
$285K +$284K +2,896 New
AC
1813
Armistice Capital
New York
$284K +$297K +3,025 New
FPW
1814
Flywheel Private Wealth
California
$284K +$297K +3,025 New
CP
1815
Cornerstone Planning
North Carolina
$284K – – –
PWM
1816
Pines Wealth Management
North Carolina
$284K +$58.5K +596 +25%
SFG
1817
Sather Financial Group
Texas
$284K – – –
MWA
1818
Martel Wealth Advisors
Washington
$282K – – –
DWM
1819
Drive Wealth Management
Utah
$280K +$51.6K +526 +21%
MSWA
1820
Marshall & Sterling Wealth Advisors
New York
$280K -$33.4K -341 -10%
KWS
1821
Keystone Wealth Services
California
$279K +$785 +8 +0.3%
VCA
1822
Verdence Capital Advisors
Maryland
$279K +$12.1K +123 +4%
BFA
1823
Beaumont Financial Advisors
Massachusetts
$279K +$3.33K +34 +1%
EFSCE
1824
Enterprise Financial Services Corp (EFSC)
Missouri
$279K +$291K +2,967 New
CCG
1825
Cypress Capital Group
Florida
$277K +$11.6K +118 +4%
71 72
73
74 75