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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
1926
GW&K Investment Management
Massachusetts
$218K -$21.5K -236 -9%
LWM
1927
Liberty Wealth Management
California
$218K – – –
CG
1928
Corundum Group
Colorado
$218K +$16.9K +185 +9%
CIS
1929
Capital International Sarl
California
$218K -$22.7K -249 -10%
SFG
1930
Sather Financial Group
Texas
$217K -$60.8K -667 -22%
CCIA
1931
Cherry Creek Investment Advisors
Colorado
$217K +$274 +3 +0.1%
MCM
1932
Manchester Capital Management
Vermont
$216K -$12.8K -140 -6%
SDWMA
1933
Schneider Downs Wealth Management Advisors
Pennsylvania
$216K +$3.74K +41 +2%
MAM
1934
McLean Asset Management
Virginia
$216K +$187K +2,050 New
WWM
1935
Whalen Wealth Management
Nevada
$215K +$212K +2,329 New
JMA
1936
J.M. Arbour
Maine
$214K +$1.82K +20 +0.9%
CPA
1937
Cardiff Park Advisors
California
$214K +$274 +3 +0.1%
LWM
1938
LeConte Wealth Management
Tennessee
$213K +$6.93K +76 +3%
MFA
1939
Morling Financial Advisors
California
$213K +$456 +5 +0.2%
FFP
1940
FourThought Financial Partners
Florida
$212K +$210K +2,302 New
JCM
1941
Jacobsen Capital Management
Utah
$212K -$3.56K -39 -2%
BA
1942
Bellwether Advisors
Nebraska
$211K -$7.66K -84 -4%
SWA
1943
SOA Wealth Advisors
New York
$211K -$31.7K -348 -13%
IP
1944
Ignite Planners
California
$211K -$3.28K -36 -2%
TBWA
1945
Three Bridge Wealth Advisors
California
$210K – – –
MFG
1946
Midwest Financial Group
Kansas
$209K +$207K +2,266 New
PCA
1947
Prosperity Capital Advisors
Ohio
$208K +$4.2K +46 +2%
EL
1948
EWA LLC
Pennsylvania
$208K -$33.4K -366 -14%
WFA
1949
WestHill Financial Advisors
California
$208K -$39.8K -436 -16%
FCM
1950
Fell Capital Management
California
$208K – – –
76 77
78
79 80