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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1851
TFR Capital
Texas
$255K +$13.4K +147 +6%
JCM
1852
Jacobi Capital Management
Pennsylvania
$255K +$18K +197 +8%
VCA
1853
Verdence Capital Advisors
Maryland
$255K -$18.9K -207 -7%
PMFA
1854
Plante Moran Financial Advisors
Michigan
$255K – – –
WHCI
1855
W.H. Cornerstone Investments
Massachusetts
$252K +$821 +9 +0.3%
BFG
1856
Berger Financial Group
Minnesota
$251K -$1.37K -15 -0.5%
1C
1857
111 Capital
France
$251K -$98.9K -1,085 -29%
DCM
1858
Davis Capital Management
Florida
$250K +$155K +1,695 +167%
RA
1859
Riversedge Advisors
Delaware
$250K +$247K +2,709 New
CFD
1860
Creative Financial Designs
Indiana
$249K +$10.4K +114 +4%
RWM
1861
Riverbend Wealth Management
South Carolina
$249K +$32.3K +354 +15%
RWA
1862
Redhawk Wealth Advisors
Minnesota
$248K -$3.74K -41 -2%
GBT
1863
Grove Bank & Trust
Florida
$248K – – –
DWS
1864
Dynamic Wealth Strategies
California
$247K +$96.5K +1,058 +65%
LPAM
1865
Lodestar Private Asset Management
California
$247K +$91 +1 +0%
SP
1866
Stonebrook Private
Michigan
$247K +$41K +450 +20%
BAM
1867
Boyar Asset Management
New York
$247K -$11.9K -130 -5%
CA
1868
Cache Advisors
California
$247K – – –
OPWM
1869
Oxinas Partners Wealth Management
Indiana
$247K +$274 +3 +0.1%
GIA
1870
Guyasuta Investment Advisors
Pennsylvania
$246K +$17.9K +196 +8%
OKSA
1871
O'Keefe Stevens Advisory
New York
$246K – – –
CF
1872
Convergence Financial
Missouri
$246K +$243K +2,662 New
LBC
1873
Leigh Baldwin & Co
New York
$245K -$1.82K -20 -0.7%
RPWA
1874
Regent Peak Wealth Advisors
Georgia
$245K -$11.3K -124 -4%
GKWIM
1875
Gerber Kawasaki Wealth & Investment Management
California
$245K +$242K +2,651 New
73 74
75
76 77