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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
2076
Center for Financial Planning
Michigan
$95.9K -$1.96K -20 -2%
DCM
2077
Davis Capital Management
Florida
$95.7K -$12.8K -130 -11%
VWA
2078
VSM Wealth Advisory
Maryland
$92.7K +$98 +1 +0.1%
SWM
2079
SHP Wealth Management
Massachusetts
$90.3K +$52.7K +537 +127%
CCA
2080
Catalyst Capital Advisors
New York
$89.4K +$43.7K +446 +88%
FCAS
2081
First Command Advisory Services
Texas
$89.1K +$36.3K +370 +64%
AF
2082
Align Financial
Minnesota
$87.5K -$9.02M -92,008 -99%
SIM
2083
Synergy Investment Management
Florida
$86.4K +$90.2K +920 New
CB
2084
Community Bank
New York
$86.3K – – –
SEP
2085
Signature Equity Partners
Ohio
$84.6K -$131K -1,340 -60%
IAAG
2086
Innovative Asset Advisors Group
Connecticut
$82.1K +$85.7K +874 New
CBT
2087
CoreFirst Bank & Trust
Kansas
$81K – – –
RBC
2088
Roble Belko & Company
Pennsylvania
$80K -$18.3K -187 -18%
ORAM
2089
One River Asset Management
Connecticut
$77.5K +$80.1K +817 +10,213%
CPG
2090
Cornerstone Planning Group
New Jersey
$76.1K +$9.91K +101 +14%
HCM
2091
Hollencrest Capital Management
California
$76.1K – – –
SRCM
2092
Signature Resources Capital Management
California
$73.4K +$5.79K +59 +8%
JSAM
2093
J. Safra Asset Management
New York
$72K -$26.3K -268 -26%
HAP
2094
Harbor Asset Planning
Massachusetts
$71.8K +$196 +2 +0.3%
DCM
2095
Disciplina Capital Management
Tennessee
$71.7K +$196 +2 +0.3%
GF
2096
GGM Financials
Ohio
$70.2K +$98 +1 +0.1%
MTIC
2097
Missouri Trust & Investment Company
Missouri
$69.1K – – –
FFO
2098
Fortitude Family Office
Arizona
$67.9K +$10.9K +111 +18%
GFA
2099
Godfrey Financial Associates
New York
$67.6K – – –
SWA
2100
Strategic Wealth Advisors
Arizona
$67K – – –
82 83
84
85 86