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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
EPAM
1876
Evelyn Partners Asset Management
$28.5K – – –
PWM
1877
Puff Wealth Management
New Jersey
$28.3K +$28.3K +361 New
CSC
1878
Caldwell Sutter Capital
California
$27.7K – – –
KWM
1879
Kiker Wealth Management
Georgia
$27.6K +$27.7K +353 New
SO
1880
Sierra Ocean
California
$27.6K +$7.06K +90 +34%
MSG
1881
Main Street Group
Virginia
$27.6K – – –
CTB
1882
Country Trust Bank
Illinois
$27.4K – – –
WIM
1883
Westside Investment Management
California
$27.4K +$11.8K +150 +75%
RWM
1884
Raffa Wealth Management
District of Columbia
$26.4K – – –
PWMG
1885
Private Wealth Management Group
New Jersey
$25.9K – – –
S
1886
Sachetta
Massachusetts
$25.8K +$157 +2 +0.6%
SL
1887
Salomon & Ludwin
Virginia
$25.7K -$6.83K -87 -21%
DF
1888
Dunhill Financial
United Kingdom
$25.2K -$863 -11 -3%
AP
1889
Atwood & Palmer
Missouri
$24.5K +$24.6K +313 New
AFG
1890
Albion Financial Group
Utah
$24.3K -$11.1K -141 -31%
AWM
1891
Accredited Wealth Management
Kentucky
$24.3K +$24.3K +310 New
BWL
1892
Bogart Wealth LLC
Virginia
$23.7K +$2.04K +26 +9%
RA
1893
Ransom Advisory
Rhode Island
$23.5K – – –
BGA
1894
Battery Global Advisors
Massachusetts
$23.4K +$78 +1 +0.3%
VWA
1895
Valued Wealth Advisors
Utah
$23.2K +$1.18K +15 +5%
BI
1896
Binnacle Investments
Iowa
$23.2K +$23.2K +296 New
ATC
1897
Adirondack Trust Company
New York
$23.1K +$10.2K +130 +79%
BHWM
1898
Beaird Harris Wealth Management
Texas
$22.9K – – –
BAM
1899
Bellevue Asset Management
Washington
$22.8K – – –
BL
1900
BFSG LLC
California
$22.2K -$9.03K -115 -29%
74 75
76
77 78