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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
1901
Invenio Wealth Partners
Florida
$246K -$11.5K -121 -5%
DWM
1902
Drive Wealth Management
Utah
$245K +$233K +2,457 New
SB
1903
Strategic Blueprint
Georgia
$245K -$92.9K -979 -29%
RA
1904
Riversedge Advisors
Delaware
$243K -$30.5K -322 -12%
PWM
1905
Pines Wealth Management
North Carolina
$243K -$9.11K -96 -4%
RRWA
1906
Rainey & Randall Wealth Advisors
Florida
$243K +$379 +4 +0.2%
CNB
1907
Camden National Bank
Maine
$242K +$16.7K +176 +8%
JMA
1908
J.M. Arbour
Maine
$242K +$230K +2,426 New
JCM
1909
Jacobsen Capital Management
Utah
$241K +$5.41K +57 +2%
WAS
1910
Westco Advisory Services
New York
$241K +$229K +2,410 New
TFA
1911
Teamwork Financial Advisors
Texas
$240K -$9.96K -105 -4%
AMG
1912
Asset Management Group
Connecticut
$240K +$569 +6 +0.3%
AA
1913
Auxano Advisors
Washington
$240K – – –
VCM
1914
Violich Capital Management
California
$240K – – –
DBRC
1915
D.B. Root & Company
Pennsylvania
$239K -$285 -3 -0.1%
TCOTS
1916
Trust Company of the South
North Carolina
$237K -$169K -1,778 -43%
IP
1917
Ignite Planners
California
$237K +$190 +2 +0.1%
MCM
1918
Manchester Capital Management
Vermont
$236K -$89.7K -946 -29%
T
1919
TrustBank
Illinois
$236K +$224K +2,360 New
SPWM
1920
Schrum Private Wealth Management
Florida
$235K -$9.49K -100 -4%
RRA
1921
Red Reef Advisors
Florida
$235K +$223K +2,354 New
PAM
1922
PVG Asset Management
Colorado
$235K +$223K +2,352 New
DE
1923
DV Equities
Illinois
$235K +$223K +2,350 New
HTC
1924
Haverford Trust Company
Pennsylvania
$234K +$13.9K +147 +7%
PCM
1925
Prospera Capital Management
Arizona
$234K +$569 +6 +0.3%
75 76
77
78 79