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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
826
Beacon Financial Group
Texas
$3.22M -$14.7K -155 -0.5%
DLCIG
827
D.L. Carlson Investment Group
New Hampshire
$3.22M +$1.42K +15 +0%
CAMG
828
CWA Asset Management Group
Florida
$3.19M +$77.3K +815 +3%
SWA
829
Strata Wealth Advisors
Texas
$3.18M +$95 +1 +0%
MSR
830
Main Street Research
Connecticut
$3.18M -$220K -2,316 -7%
SIAP
831
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.15M -$61.7K -650 -2%
RC
832
Roundview Capital
New Jersey
$3.15M -$320K -3,371 -10%
CCM
833
Chaney Capital Management
Washington
$3.15M +$27.9K +294 +0.9%
VT
834
Vise Technologies
New York
$3.11M +$943K +9,940 +47%
MW
835
Maia Wealth
Colorado
$3.1M -$127K -1,336 -4%
MAA
836
Mraz Amerine & Associates
California
$3.09M -$18.9K -199 -0.6%
SSI
837
Scott & Selber Inc
Texas
$3.09M -$109K -1,148 -4%
S
838
SignatureFD
Georgia
$3.09M +$96.1K +1,013 +3%
SWK
839
Stephen W. Kidder
$3.08M +$1.15M +12,080 +64%
A
840
AlphaQuest
New York
$3.08M +$2.14M +22,516 +270%
KA
841
Kintegral Advisory
New York
$3.08M -$80.2K -845 -3%
LFM
842
LGT Fund Management
Liechtenstein
$3.07M – – –
PCP
843
Pacific Capital Partners
$3.06M +$735K +7,746 +34%
SFO
844
Stenger Family Office
Illinois
$3.06M +$157K +1,650 +6%
KIM
845
Kestra Investment Management
Texas
$3.04M +$266K +2,804 +10%
ISB
846
Iowa State Bank
Iowa
$3.02M +$34.2K +360 +1%
CPIG
847
Chicago Partners Investment Group
Illinois
$3.01M -$85.2K -898 -3%
CT
848
Coastline Trust
Rhode Island
$3M -$25.6K -270 -0.9%
MVA
849
Mount Vernon Associates
Maryland
$2.98M – – –
CAI
850
Capital Advisors Inc
Oklahoma
$2.97M -$9.87K -104 -0.3%
32 33
34
35 36