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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HIMS
826
Hager Investment Management Services
New Hampshire
$2.84M -$25.1K -264 -0.9%
JWCA
827
J.W. Cole Advisors
Florida
$2.84M +$352K +3,704 +14%
LFM
828
LGT Fund Management
Liechtenstein
$2.82M +$1.18M +12,448 +69%
CNBT
829
Canandaigua National Bank & Trust
New York
$2.8M -$18.2K -192 -0.7%
GVAG
830
Great Valley Advisor Group
Delaware
$2.79M +$12.8K +135 +0.5%
BCM
831
Bridgeway Capital Management
Texas
$2.78M – – –
GWMR
832
GC Wealth Management RIA
Massachusetts
$2.77M +$1.29M +13,569 +88%
KA
833
Kozak & Associates
Colorado
$2.77M -$185K -1,951 -6%
BFG
834
Bleakley Financial Group
New Jersey
$2.76M +$94K +990 +4%
AIC
835
Argus Investors Counsel
New York
$2.74M -$7.59K -80 -0.3%
SFO
836
Stenger Family Office
Illinois
$2.74M +$396K +4,169 +17%
TE
837
Tema ETFs
New York
$2.73M +$2.71M +28,587 New
CTC
838
Cetera Trust Company
Minnesota
$2.72M -$9.49K -100 -0.3%
VF
839
Vest Financial
Virginia
$2.72M +$701K +7,390 +35%
GI
840
GAMCO Investors
Connecticut
$2.7M -$759 -8 -0%
WC
841
Wynn Capital
Georgia
$2.7M +$35.6K +375 +1%
XWM
842
Xcel Wealth Management
Florida
$2.69M – – –
MCA
843
Martin Capital Advisors
Texas
$2.68M +$2.66K +28 +0.1%
SAI
844
Savvy Advisors Inc
New York
$2.67M +$180K +1,901 +7%
PWM
845
Power Wealth Management
Georgia
$2.65M -$421K -4,437 -14%
MNBTD
846
Moody National Bank Trust Division
Texas
$2.65M +$343K +3,617 +15%
RPC
847
Rossmore Private Capital
Connecticut
$2.64M – – –
KIM
848
Kestra Investment Management
Texas
$2.64M +$487K +5,131 +23%
SAG
849
SageView Advisory Group
California
$2.63M +$122K +1,287 +5%
SC
850
Skylands Capital
Wisconsin
$2.63M +$1.22M +12,850 +87%
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