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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
801
Focus Financial Network
Minnesota
$276K -$881 -21 -0.3%
BFPW
802
BOK Financial Private Wealth
Colorado
$274K -$11.2K -268 -3%
PP
803
PagnatoKarp Partners
Virginia
$273K -$14.1K -336 -4%
TWA
804
TCI Wealth Advisors
Arizona
$270K -$19.1K -454 -5%
WPW
805
Waldron Private Wealth
Pennsylvania
$268K -$70.8K -1,687 -17%
NB
806
Nicolet Bankshares
Wisconsin
$268K -$378 -9 -0.1%
GFP
807
Gryphon Financial Partners
Ohio
$267K -$43.8K -1,043 -12%
BG
808
Bahl & Gaynor
Ohio
$264K -$15.6K -371 -5%
CT
809
Coastline Trust
Rhode Island
$264K – – –
CG
810
Caprock Group
Idaho
$264K +$24K +573 +8%
USGIU
811
U.S. Global Investors (USGI)
Texas
$262K -$91K -2,168 -22%
AII
812
AGF Investments Inc
Ontario, Canada
$259K +$323K +7,694 New
MAFM
813
Mid Atlantic Financial Management
Pennsylvania
$258K +$9.28K +221 +3%
QCM
814
Quest Capital Management
Texas
$258K +$322K +7,679 New
FA
815
Fortis Advisors
Pennsylvania
$255K – – –
OPS
816
Orion Portfolio Solutions
Nebraska
$255K +$12.8K +304 +4%
CWM
817
Concentric Wealth Management
California
$254K +$126 +3 +0%
PC
818
Permanens Capital
New York
$252K +$315K +7,500 New
CA
819
Capital Advantage
California
$250K +$252 +6 +0.1%
ZB
820
Zions Bancorporation
Utah
$249K +$37.4K +892 +14%
S
821
SignatureFD
Georgia
$247K -$24.2K -577 -7%
GPA
822
Garrison Point Advisors
California
$245K -$20.8K -495 -6%
BHBT
823
Burke & Herbert Bank & Trust
Virginia
$245K +$306K +7,300 New
PIMG
824
Patriot Investment Management Group
Tennessee
$238K +$101K +2,405 +51%
CG
825
CFO4Life Group
Texas
$237K +$296K +7,051 New
31 32
33
34 35