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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1926
Northwest Capital Management
Oregon
$120K +$190 +2 +0.2%
WAS
1927
Wesleyan Assurance Society
United Kingdom
$119K – – –
PWM
1928
Proathlete Wealth Management
Florida
$117K -$949 -10 -0.8%
SAM
1929
Sherman Asset Management
California
$116K – – –
DCM
1930
Davis Capital Management
Florida
$115K +$115K +1,208 New
DWS
1931
Dynamic Wealth Strategies
California
$115K -$9.4K -99 -8%
FMII
1932
Farmers & Merchants Investments Inc
Nebraska
$114K – – –
HWA
1933
Heartwood Wealth Advisors
Virginia
$114K +$113K +1,191 New
CBT
1934
Crews Bank & Trust
Florida
$112K +$4.94K +52 +5%
VEA
1935
Virtus ETF Advisers
New York
$111K +$110K +1,160 New
IAS
1936
IMA Advisory Services
Colorado
$111K – – –
MEG
1937
Millstone Evans Group
Colorado
$110K – – –
TFA
1938
Transamerica Financial Advisors
Florida
$110K +$110K +1,155 New
PP
1939
Pacifica Partners
Canada
$108K +$2.85K +30 +3%
OIA
1940
Optimum Investment Advisors
Illinois
$105K – – –
C
1941
Covestor
United Kingdom
$104K -$3.13K -33 -3%
NC
1942
North Capital
Utah
$103K +$2.28K +24 +2%
CAL
1943
Capital Advisors Ltd
Ohio
$102K – – –
RA
1944
Rise Advisors
New York
$101K +$3.7K +39 +4%
PWMA
1945
Pension & Wealth Management Advisors
Massachusetts
$101K +$35.1K +370 +54%
CFFP
1946
Center for Financial Planning
Michigan
$99.3K +$25.6K +270 +35%
DWM
1947
Darwin Wealth Management
Florida
$99.2K – – –
WIM
1948
Westside Investment Management
California
$96K +$32.2K +339 +49%
MAM
1949
MMA Asset Management
Pennsylvania
$95.5K +$94.9K +1,000 New
SA
1950
Strategic Advocates
Utah
$95.5K +$94.9K +1,000 New
76 77
78
79 80