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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1951
Liberty Wealth Management
California
$218K +$17.8K +181 +8%
IP
1952
Ignite Planners
California
$218K +$4.22K +43 +2%
CPA
1953
Cardiff Park Advisors
California
$218K +$294 +3 +0.1%
TCOTS
1954
Trust Company of the South
North Carolina
$217K -$5.69K -58 -2%
SCP
1955
Sivia Capital Partners
California
$217K -$338K -3,443 -60%
JMA
1956
J.M. Arbour
Maine
$217K -$12K -122 -5%
MFA
1957
Morling Financial Advisors
California
$216K -$2.26K -23 -1%
SDWMA
1958
Schneider Downs Wealth Management Advisors
Pennsylvania
$216K – – –
AMG
1959
Asset Management Group
Connecticut
$216K -$10.2K -104 -4%
WAS
1960
Westco Advisory Services
New York
$216K -$11.2K -114 -5%
FA
1961
Fiducient Advisors
Illinois
$216K – – –
EW
1962
Elyxium Wealth
California
$215K -$59.8K -610 -21%
TSMHT
1963
Thurston Springer Miller Herd & Titak
Indiana
$214K -$38.2K -389 -15%
TBWA
1964
Three Bridge Wealth Advisors
California
$214K +$4.9K +50 +2%
FFB
1965
First Financial Bankshares
Texas
$214K -$5.69K -58 -2%
BF
1966
Brooklyn FI
New York
$212K – – –
FCM
1967
Fell Capital Management
California
$211K – – –
FTC
1968
Farmers Trust Company
Ohio
$211K +$13.5K +138 +7%
T
1969
TrustBank
Illinois
$210K -$12K -122 -5%
BTD
1970
BankPlus Trust Department
Mississippi
$210K – – –
LWM
1971
LeConte Wealth Management
Tennessee
$210K +$12.8K +130 +6%
SP
1972
Stonebrook Private
Michigan
$209K +$219K +2,229 New
TWM
1973
Tumwater Wealth Management
Idaho
$209K – – –
MAG
1974
Mayfair Advisory Group
Alabama
$209K -$490 -5 -0.2%
TFA
1975
Teamwork Financial Advisors
Texas
$209K -$17.8K -181 -8%
77 78
79
80 81