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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GF
2051
GGM Financials
Ohio
$69K – – –
CIEC
2052
Crédit Industriel et Commercial
France
$68.5K +$10.2K +112 +18%
SWM
2053
SHP Wealth Management
Massachusetts
$67K -$21.2K -233 -24%
GFA
2054
Godfrey Financial Associates
New York
$66.3K – – –
KFP
2055
Kerr Financial Planning
California
$66.3K +$182 +2 +0.3%
HNB
2056
Hilltop National Bank
Wyoming
$66K -$286K -3,134 -81%
PAP
2057
Persistent Asset Partners
Hong Kong
$65.6K +$64.8K +711 New
AW
2058
Ankerstar Wealth
Texas
$64.7K +$13.7K +150 +27%
FMB
2059
Field & Main Bank
Kentucky
$64.6K – – –
MUMSS
2060
Mitsubishi UFJ Morgan Stanley Securities
Japan
$63.9K -$118K -1,293 -65%
PWAM
2061
Private Wealth Asset Management
Iowa
$63.2K – – –
CIS
2062
Custom Index Systems
New York
$61.5K +$60.8K +667 New
MEG
2063
Millstone Evans Group
Colorado
$60.8K -$39.7K -435 -40%
ORAM
2064
One River Asset Management
Connecticut
$60.2K -$15.8K -173 -21%
MMG
2065
Monetary Management Group
Missouri
$60K – – –
WPA
2066
West Paces Advisors
Georgia
$59.5K +$58.8K +645 New
ITG
2067
Index Technologies Group
New York
$58.8K +$58.1K +637 New
KAS
2068
Kemnay Advisory Services
New York
$58K +$6.47K +71 +13%
FLP
2069
Financial Life Planners
Arizona
$57.9K +$182 +2 +0.3%
OCWP
2070
Owl Creek Wealth Partners
Colorado
$57.8K – – –
TCM
2071
Tradewinds Capital Management
Washington
$57.5K +$91 +1 +0.2%
CMA
2072
Cedar Mountain Advisors
Oregon
$57K +$91 +1 +0.2%
WA
2073
Westfuller Advisors
New York
$55.8K -$3.37K -37 -6%
HFS
2074
Hughes Financial Services
Virginia
$55.8K +$6.11K +67 +12%
GJIA
2075
Glass Jacobson Investment Advisors
Maryland
$55.6K +$9.21K +101 +20%
81 82
83
84 85