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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LBC
1826
Leigh Baldwin & Co
New York
$235K -$15.8K -166 -6%
SPWM
1827
Schrum Private Wealth Management
Florida
$234K -$9.49K -100 -4%
CPIA
1828
Cornell Pochily Investment Advisors
New York
$234K +$15.9K +167 +7%
PA
1829
Procyon Advisors
Connecticut
$234K -$70K -738 -23%
WA
1830
Wealthstream Advisors
New York
$234K -$16.2K -171 -7%
FG
1831
Foster Group
Iowa
$232K +$7.69K +81 +3%
PCA
1832
Prosperity Capital Advisors
Ohio
$232K -$17K -179 -7%
AFAS
1833
Acorn Financial Advisory Services
Virginia
$232K +$6.64K +70 +3%
RRWA
1834
Rainey & Randall Wealth Advisors
Florida
$231K +$380 +4 +0.2%
TFS
1835
Thoroughbred Financial Services
Tennessee
$231K +$230K +2,426 New
BC
1836
Bayforest Capital
United Kingdom
$230K +$229K +2,408 New
CFS
1837
Coordinated Financial Services
Colorado
$230K -$47.1K -496 -17%
AA
1838
Auxano Advisors
Washington
$229K -$35.8K -377 -14%
VCM
1839
Violich Capital Management
California
$229K – – –
AIM
1840
Avity Investment Management
Connecticut
$229K +$19K +200 +9%
DBRC
1841
D.B. Root & Company
Pennsylvania
$229K +$2.28K +24 +1%
AMG
1842
Asset Management Group
Connecticut
$229K +$664 +7 +0.3%
ZIC
1843
ZWJ Investment Counsel
Georgia
$228K +$10.1K +106 +5%
SWA
1844
SOA Wealth Advisors
New York
$227K -$10.9K -115 -5%
SWM
1845
Segment Wealth Management
Texas
$227K – – –
FNT
1846
First Nebraska Trust
Nebraska
$227K – – –
JCM
1847
Jacobsen Capital Management
Utah
$225K +$6.17K +65 +3%
AIA
1848
Affinity Investment Advisors
California
$225K +$224K +2,359 New
MWA
1849
Muirfield Wealth Advisors
North Carolina
$224K +$7.78K +82 +4%
FTC
1850
Farmers Trust Company
Ohio
$224K -$15.4K -162 -6%
72 73
74
75 76