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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
JTWM
1926
Jackson Thornton Wealth Management
Alabama
$234K -$153K -1,611 -42%
FFB
1927
First Financial Bankshares
Texas
$233K -$133K -1,401 -38%
ZIC
1928
ZWJ Investment Counsel
Georgia
$233K -$5.6K -59 -2%
MFA
1929
Morling Financial Advisors
California
$232K +$2.18K +23 +1%
HNWA
1930
Henrickson Nauta Wealth Advisors
Michigan
$232K +$212K +2,238 New
CPA
1931
Cardiff Park Advisors
California
$231K +$190 +2 +0.1%
KMWM
1932
Keudell/Morrison Wealth Management
Oregon
$231K +$219K +2,308 New
TTWM
1933
TCV Trust & Wealth Management
Virginia
$230K -$26.6K -280 -11%
CPIA
1934
Cornell Pochily Investment Advisors
New York
$230K -$14.6K -154 -6%
LAMC
1935
Longview Asset Management (California)
California
$230K +$759 +8 +0.3%
AIM
1936
Avity Investment Management
Connecticut
$230K -$9.49K -100 -4%
SDWMA
1937
Schneider Downs Wealth Management Advisors
Pennsylvania
$230K +$218K +2,298 New
DWS
1938
Dynamic Wealth Strategies
California
$229K +$104K +1,092 +91%
FA
1939
Fiducient Advisors
Illinois
$229K +$218K +2,296 New
PL
1940
Plancorp LLC
Missouri
$229K -$379 -4 -0.2%
SFWA
1941
Summit Financial Wealth Advisors
Louisiana
$228K -$5.22K -55 -2%
SWA
1942
SOA Wealth Advisors
New York
$228K -$9.3K -98 -4%
MAG
1943
Mayfair Advisory Group
Alabama
$227K +$212K +2,230 New
MAM
1944
Morse Asset Management
Connecticut
$226K -$22.2K -234 -9%
WA
1945
WP Advisors
California
$226K +$1.52K +16 +0.7%
EWM
1946
Elevation Wealth Management
Minnesota
$225K +$214K +2,257 New
QA
1947
Quattro Advisors
Pennsylvania
$225K +$214K +2,255 New
BF
1948
Brooklyn FI
New York
$225K -$8.73K -92 -4%
TW
1949
TritonPoint Wealth
Maryland
$225K -$52.1K -549 -20%
CPL
1950
CAP Partners LLC
Tennessee
$225K – – –
76 77
78
79 80