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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
701
Focus Financial Network
Minnesota
$2.65M -$1.88M -32,610 -46%
SC
702
Skylands Capital
Wisconsin
$2.64M -$476K -8,250 -18%
WCM
703
Wunderlich Capital Managemnt
Tennessee
$2.64M -$39.8K -689 -2%
CWI
704
Conscious Wealth Investments
Florida
$2.63M +$2.38M +41,236 New
BRWA
705
B. Riley Wealth Advisors
Florida
$2.62M -$107K -1,850 -5%
CAL
706
Capital Analysts LLC
Pennsylvania
$2.6M +$33.6K +581 +2%
GC
707
GFG Capital
Florida
$2.59M +$1.93M +33,441 +805%
NCM
708
Nelson Capital Management
California
$2.59M -$132K -2,289 -6%
SM
709
Soapstone Management
Maryland
$2.58M -$6.5M -112,500 -75%
FI
710
Fosun International
China
$2.57M +$188K +3,247 +10%
CA
711
Clearstead Advisors
Ohio
$2.55M +$144K +2,495 +7%
AWM
712
Avitas Wealth Management
California
$2.55M +$1M +17,334 +88%
SAM
713
Silvercrest Asset Management
New York
$2.54M +$49.1K +850 +2%
CICI
714
Capital Investment Counsel Inc
North Carolina
$2.52M -$20.2K -350 -0.9%
VIM
715
VELA Investment Management
Ohio
$2.52M +$6.41K +111 +0.3%
PP
716
Patten & Patten
Tennessee
$2.52M +$1.11M +19,285 +111%
BFA
717
Buttonwood Financial Advisors
Maryland
$2.51M +$133K +2,297 +7%
ADIM
718
Alpha DNA Investment Management
Maryland
$2.5M +$316K +5,475 +18%
FPGT
719
Financial Partners Group (Tennessee)
Tennessee
$2.48M -$10K -174 -0.5%
PWP
720
Private Wealth Partners
California
$2.48M +$354K +6,134 +20%
CBB
721
Citizens Business Bank
California
$2.46M -$118K -2,046 -5%
OLA
722
Oliver Luxxe Assets
New Jersey
$2.44M -$6.87K -119 -0.3%
LW
723
Linscomb Wealth
Texas
$2.44M +$47.6K +825 +2%
BFG
724
Beacon Financial Group
Texas
$2.43M +$414K +7,162 +25%
NFC
725
Northeast Financial Consultants
Connecticut
$2.43M – – –
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