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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2051
Catalyst Capital Advisors
New York
$86.3K -$1.46K -16 -2%
AF
2052
Align Financial
Minnesota
$85.9K – – –
KAM
2053
KEB Asset Management
Illinois
$84.6K +$83.6K +917 New
HWP
2054
Highline Wealth Partners
California
$82.6K +$44.4K +487 +119%
CPG
2055
Cornerstone Planning Group
New Jersey
$80.2K -$2.55K -28 -3%
BWS
2056
Buck Wealth Strategies
Colorado
$77K +$76.1K +835 New
HCM
2057
Hollencrest Capital Management
California
$74.7K – – –
BHWM
2058
Beaird Harris Wealth Management
Texas
$74K +$36.4K +399 +99%
SEP
2059
Signature Equity Partners
Ohio
$72.2K -$10.9K -119 -13%
CBT
2060
CoreFirst Bank & Trust
Kansas
$72.2K -$7.3K -80 -9%
SRCM
2061
Signature Resources Capital Management
California
$72.1K – – –
SWA
2062
Strategic Wealth Advisors
Arizona
$71K – – –
HAP
2063
Harbor Asset Planning
Massachusetts
$70.8K +$274 +3 +0.4%
DCM
2064
Disciplina Capital Management
Tennessee
$70.7K +$274 +3 +0.4%
GF
2065
GGM Financials
Ohio
$69K – – –
CIEC
2066
Crédit Industriel et Commercial
France
$68.5K +$10.2K +112 +18%
SWM
2067
SHP Wealth Management
Massachusetts
$67K -$21.2K -233 -24%
GFA
2068
Godfrey Financial Associates
New York
$66.3K – – –
KFP
2069
Kerr Financial Planning
California
$66.3K +$182 +2 +0.3%
HNB
2070
Hilltop National Bank
Wyoming
$66K -$286K -3,134 -81%
PAP
2071
Persistent Asset Partners
Hong Kong
$65.6K +$64.8K +711 New
AW
2072
Ankerstar Wealth
Texas
$64.7K +$13.7K +150 +27%
FMB
2073
Field & Main Bank
Kentucky
$64.6K – – –
MUMSS
2074
Mitsubishi UFJ Morgan Stanley Securities
Japan
$63.9K -$118K -1,293 -65%
PWAM
2075
Private Wealth Asset Management
Iowa
$63.2K – – –
81 82
83
84 85