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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SO
1876
Sierra Ocean
California
$27.6K +$7.06K +90 +34%
MSG
1877
Main Street Group
Virginia
$27.6K – – –
CTB
1878
Country Trust Bank
Illinois
$27.4K – – –
WIM
1879
Westside Investment Management
California
$27.4K +$11.8K +150 +75%
RWM
1880
Raffa Wealth Management
District of Columbia
$26.4K – – –
WOC
1881
West Oak Capital
California
$26.2K -$90.3K -1,150 -3%
PWMG
1882
Private Wealth Management Group
New Jersey
$25.9K – – –
S
1883
Sachetta
Massachusetts
$25.8K +$157 +2 +0.6%
SL
1884
Salomon & Ludwin
Virginia
$25.7K -$6.83K -87 -21%
DF
1885
Dunhill Financial
United Kingdom
$25.2K -$863 -11 -3%
AP
1886
Atwood & Palmer
Missouri
$24.5K +$24.6K +313 New
AFG
1887
Albion Financial Group
Utah
$24.3K -$11.1K -141 -31%
AWM
1888
Accredited Wealth Management
Kentucky
$24.3K +$24.3K +310 New
BWL
1889
Bogart Wealth LLC
Virginia
$23.7K +$2.04K +26 +9%
RA
1890
Ransom Advisory
Rhode Island
$23.5K – – –
BGA
1891
Battery Global Advisors
Massachusetts
$23.4K +$78 +1 +0.3%
VWA
1892
Valued Wealth Advisors
Utah
$23.2K +$1.18K +15 +5%
BI
1893
Binnacle Investments
Iowa
$23.2K +$23.2K +296 New
ATC
1894
Adirondack Trust Company
New York
$23.1K +$10.2K +130 +79%
BHWM
1895
Beaird Harris Wealth Management
Texas
$22.9K – – –
BAM
1896
Bellevue Asset Management
Washington
$22.8K – – –
BL
1897
BFSG LLC
California
$22.2K -$9.03K -115 -29%
TCA
1898
Trifecta Capital Advisors
Illinois
$22.1K – – –
RF
1899
Robinswood Financial
Washington
$21.8K +$20.6K +262 +1,541%
FFA
1900
Frazier Financial Advisors
Ohio
$21.1K – – –
74 75
76
77 78