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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MK
801
MASTERINVEST Kapitalanlage
$3.02M +$541K +5,934 +22%
HA
802
Harfst & Associates
Wyoming
$3.02M +$69.3K +760 +2%
FWM
803
Finer Wealth Management
Massachusetts
$3.01M +$22.4K +246 +0.8%
DCM
804
Decatur Capital Management
Georgia
$2.99M +$2.96M +32,459 New
CAMG
805
CWA Asset Management Group
Florida
$2.97M -$87.4K -958 -3%
OIA
806
Oakmont Investment Advisors
Pennsylvania
$2.96M +$2.93M +32,113 New
BFG
807
Beacon Financial Group
Texas
$2.96M -$17.7K -194 -0.6%
SWA
808
Strata Wealth Advisors
Texas
$2.94M +$6.66K +73 +0.2%
CCM
809
Chaney Capital Management
Washington
$2.94M +$12.1K +133 +0.4%
TE
810
Tema ETFs
New York
$2.92M +$278K +3,045 +11%
PAS
811
Parsonex Advisory Services
Colorado
$2.92M +$171K +1,874 +6%
SAM
812
Smithbridge Asset Management
Pennsylvania
$2.92M -$37.9K -416 -1%
CSP
813
Cary Street Partners
Virginia
$2.92M -$71.1K -780 -2%
MGIA
814
Moneta Group Investment Advisors
Missouri
$2.92M -$359K -3,939 -11%
GCP
815
Gill Capital Partners
Colorado
$2.92M -$4.01K -44 -0.1%
GGI
816
GPM Growth Investors
Michigan
$2.89M -$214K -2,349 -7%
S
817
SignatureFD
Georgia
$2.89M -$120K -1,321 -4%
AF
818
Alerus Financial
North Dakota
$2.89M -$1.25M -13,749 -31%
RPC
819
Royal Palms Capital
Montana
$2.88M +$294K +3,223 +11%
CWM
820
Compass Wealth Management
Connecticut
$2.86M -$93.3K -1,023 -3%
MAA
821
Mraz Amerine & Associates
California
$2.85M – – –
CCP
822
Carmel Capital Partners
California
$2.85M -$187K -2,052 -6%
HIMS
823
Hager Investment Management Services
New Hampshire
$2.85M +$104K +1,143 +4%
HCA
824
Harbor Capital Advisors
Illinois
$2.84M +$5.93K +65 +0.2%
CAI
825
Capital Advisors Inc
Oklahoma
$2.83M -$85.9K -942 -3%
31 32
33
34 35