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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
776
Kingsview Wealth Management
Oregon
$3.82M +$3.09M +32,598 +577%
AIM
777
Anchor Investment Management
South Carolina
$3.82M +$509K +5,370 +16%
FSBI
778
Fearless Solutions (Best Invest)
Texas
$3.81M -$41.6K -439 -1%
SCI
779
Stableford Capital II
Arizona
$3.81M +$309K +3,254 +9%
SF
780
Summit Financial
New Jersey
$3.81M +$9.49K +100 +0.3%
GI
781
GAMMA Investing
California
$3.79M +$279K +2,942 +8%
TCM
782
Twin Capital Management
Pennsylvania
$3.79M -$46.3K -488 -1%
HWA
783
Heritage Wealth Advisors
Virginia
$3.79M +$3.6M +37,927 New
HAG
784
HF Advisory Group
Maryland
$3.76M +$41.6K +439 +1%
DWM
785
Dakota Wealth Management
Florida
$3.75M +$86.4K +911 +2%
GRP
786
Global Retirement Partners
California
$3.75M +$637K +6,714 +22%
GC
787
Grimes & Company
Massachusetts
$3.74M +$586K +6,180 +20%
GI
788
GS Investments
Minnesota
$3.74M -$291K -3,068 -8%
IC
789
Inkwell Capital
Florida
$3.69M -$34.6K -365 -1%
AWA
790
Aaron Wealth Advisors
Illinois
$3.69M +$405K +4,271 +13%
CBT
791
Central Bank & Trust
Kentucky
$3.66M -$47.4K -500 -1%
SCTC
792
Sanibel Captiva Trust Company
Florida
$3.66M +$1.01M +10,683 +41%
AC
793
Annandale Capital
Texas
$3.58M – – –
ECM
794
Everence Capital Management
Indiana
$3.58M – – –
MGIA
795
Moneta Group Investment Advisors
Missouri
$3.53M -$90.2K -951 -3%
JIC
796
Johnson Investment Counsel
Ohio
$3.53M -$368K -3,876 -10%
VFA
797
Valeo Financial Advisors
Indiana
$3.5M -$153K -1,613 -4%
JSSH
798
J. Safra Sarasin Holding
$3.5M +$28.2K +297 +0.9%
GVAG
799
Great Valley Advisor Group
Delaware
$3.48M +$527K +5,556 +19%
CCP
800
Carmel Capital Partners
California
$3.48M +$998K +10,519 +43%
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