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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GD
1876
Grandfield & Dodd
New York
$239K +$9.94K +109 +4%
BMCM
1877
Burns Matteson Capital Management
New York
$239K -$167K -1,831 -41%
AIP
1878
Almanack Investment Partners
Pennsylvania
$239K +$4.56K +50 +2%
WA1
1879
Wimmer Associates 1
California
$239K -$29.6K -325 -11%
SW
1880
SMART Wealth
Nebraska
$238K -$563K -6,176 -71%
SFWA
1881
Summit Financial Wealth Advisors
Louisiana
$238K +$4.29K +47 +2%
CPIA
1882
Cornell Pochily Investment Advisors
New York
$238K +$6.66K +73 +3%
PCM
1883
Prospera Capital Management
Arizona
$237K +$730 +8 +0.3%
DOA
1884
D'Orazio & Associates
Virginia
$237K -$5.38K -59 -2%
SQA
1885
Simon Quick Advisors
New Jersey
$237K -$13.9K -152 -6%
FOA
1886
Five Oceans Advisors
California
$236K -$821 -9 -0.4%
WTFG
1887
Wood Tarver Financial Group
Idaho
$234K +$365 +4 +0.2%
CCM
1888
Chilton Capital Management
Texas
$234K -$52K -570 -18%
BDFN
1889
Bond & Devick Financial Network
Minnesota
$234K – – –
SB
1890
Strategic Blueprint
Georgia
$234K -$7.39K -81 -3%
EWP
1891
Elevation Wealth Partners
California
$233K -$3.83K -42 -2%
LRPA
1892
L. Roy Papp & Associates
Arizona
$233K +$274 +3 +0.1%
NCM
1893
Northside Capital Management
Oregon
$231K – – –
HAI
1894
Hennessy Advisors Inc
California
$231K – – –
CC
1895
Clearwave Capital
California
$229K -$137K -1,501 -38%
PAG
1896
Private Advisory Group
Washington
$229K +$226K +2,482 New
LCM
1897
Laurion Capital Management
New York
$228K -$2.81M -30,762 -93%
CIM
1898
Capital Investment Management
Missouri
$227K -$182 -2 -0.1%
NIA
1899
NBZ Investment Advisors
Tennessee
$227K +$912 +10 +0.4%
DBRC
1900
D.B. Root & Company
Pennsylvania
$225K -$730 -8 -0.3%
74 75
76
77 78