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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1926
Capital Investment Management
Missouri
$231K -$392 -4 -0.2%
DBRC
1927
D.B. Root & Company
Pennsylvania
$230K +$5K +51 +2%
NIA
1928
NBZ Investment Advisors
Tennessee
$230K +$240K +2,445 New
SWM
1929
Silverlake Wealth Management
Vermont
$229K +$24.1K +246 +11%
DWA
1930
Douglass Winthrop Advisors
New York
$229K -$379K -3,861 -61%
RRWA
1931
Rainey & Randall Wealth Advisors
Florida
$229K +$490 +5 +0.2%
WWC
1932
Waypoint Wealth Counsel
Georgia
$228K -$42.8K -436 -15%
FAFN
1933
First Affirmative Financial Network
Colorado
$228K +$238K +2,423 New
CNB
1934
Camden National Bank
Maine
$227K -$1.08K -11 -0.5%
CFS
1935
Coordinated Financial Services
Colorado
$227K -$11.3K -115 -5%
PF
1936
Phoenix Financial
Israel
$226K -$133K -1,357 -36%
VCM
1937
Violich Capital Management
California
$226K – – –
TFA
1938
Transamerica Financial Advisors
Florida
$224K +$93.4K +952 +66%
VAG
1939
VisionPoint Advisory Group
Texas
$224K -$1.16M -11,857 -83%
ZIC
1940
ZWJ Investment Counsel
Georgia
$224K +$5.39K +55 +2%
Vanguard National Trust
1941
Vanguard National Trust
Pennsylvania
$223K +$233K +2,376 New
AWC
1942
Abundance Wealth Counselors
Pennsylvania
$223K +$233K +2,373 New
BA
1943
Bellwether Advisors
Nebraska
$223K -$12.2K -124 -5%
PHWM
1944
Pine Harbor Wealth Management
Maryland
$222K -$39.1K -399 -14%
LWA
1945
Legacy Wealth Advisors
Florida
$222K +$24.9K +254 +12%
A
1946
Argentarii
Ohio
$222K +$231K +2,357 New
SPWM
1947
Schrum Private Wealth Management
Florida
$221K – – –
PCM
1948
Prospera Capital Management
Arizona
$221K +$588 +6 +0.3%
CCIA
1949
Cherry Creek Investment Advisors
Colorado
$220K +$294 +3 +0.1%
RWM
1950
Riverbend Wealth Management
South Carolina
$220K +$14.1K +144 +7%