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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
801
Beacon Financial Group
Texas
$2.96M -$17.7K -194 -0.6%
SWA
802
Strata Wealth Advisors
Texas
$2.94M +$6.66K +73 +0.2%
CCM
803
Chaney Capital Management
Washington
$2.94M +$12.1K +133 +0.4%
TE
804
Tema ETFs
New York
$2.92M +$278K +3,045 +11%
PAS
805
Parsonex Advisory Services
Colorado
$2.92M +$171K +1,874 +6%
SAM
806
Smithbridge Asset Management
Pennsylvania
$2.92M -$37.9K -416 -1%
CSP
807
Cary Street Partners
Virginia
$2.92M -$71.1K -780 -2%
MGIA
808
Moneta Group Investment Advisors
Missouri
$2.92M -$359K -3,939 -11%
GCP
809
Gill Capital Partners
Colorado
$2.92M -$4.01K -44 -0.1%
GGI
810
GPM Growth Investors
Michigan
$2.89M -$214K -2,349 -7%
S
811
SignatureFD
Georgia
$2.89M -$120K -1,321 -4%
AF
812
Alerus Financial
North Dakota
$2.89M -$1.25M -13,749 -31%
RPC
813
Royal Palms Capital
Montana
$2.88M +$294K +3,223 +11%
CWM
814
Compass Wealth Management
Connecticut
$2.86M -$93.3K -1,023 -3%
MAA
815
Mraz Amerine & Associates
California
$2.85M – – –
CCP
816
Carmel Capital Partners
California
$2.85M -$187K -2,052 -6%
HIMS
817
Hager Investment Management Services
New Hampshire
$2.85M +$104K +1,143 +4%
HCA
818
Harbor Capital Advisors
Illinois
$2.84M +$5.93K +65 +0.2%
CAI
819
Capital Advisors Inc
Oklahoma
$2.83M -$85.9K -942 -3%
JGUA
820
John G. Ullman & Associates
New York
$2.82M +$2.79M +30,595 New
SSI
821
Scott & Selber Inc
Texas
$2.82M -$1K -11 -0%
WIA
822
Westview Investment Advisors
Vermont
$2.8M -$28.1K -308 -1%
ISB
823
Iowa State Bank
Iowa
$2.78M -$13.9K -152 -0.5%
RCAP
824
Resolute Capital Asset Partners
Colorado
$2.77M -$5.02M -55,000 -65%
SAI
825
Savvy Advisors Inc
New York
$2.76M -$708K -7,769 -21%
31 32
33
34 35