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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BPCE
851
Bank Pictet & Cie (Europe)
Germany
$216K +$207K +5,959 New
ATPW
852
Ashton Thomas Private Wealth
Arizona
$216K +$207K +5,949 New
AWM
853
Atticus Wealth Management
Florida
$215K -$10.8K -309 -5%
CB
854
CNB Bank
Pennsylvania
$215K -$10.4K -300 -5%
RMDI
855
R.M. Davis Inc
Maine
$213K +$204K +5,869 New
BCM
856
BTR Capital Management
California
$213K +$205K +5,887 New
NB
857
NBT Bank
New York
$211K -$59.7K -1,715 -23%
SHGA
858
Sand Hill Global Advisors
California
$211K -$4.11K -118 -2%
PMFA
859
Plante Moran Financial Advisors
Michigan
$211K -$3.48K -100 -2%
CFG
860
CKW Financial Group
Hawaii
$211K – – –
TAM
861
Trust Asset Management
Texas
$211K +$202K +5,812 New
AWA
862
Arkadios Wealth Advisors
Georgia
$209K +$58.6K +1,683 +46%
RSWM
863
Robertson Stephens Wealth Management
California
$208K -$129K -3,694 -39%
OSAM
864
O'Shaughnessy Asset Management
Connecticut
$208K -$13.7K -393 -6%
BIC
865
Beach Investment Counsel
Pennsylvania
$208K +$200K +5,740 New
CPA
866
Court Place Advisors
Maryland
$207K +$198K +5,700 New
YWP
867
YorkBridge Wealth Partners
New York
$205K +$197K +5,660 New
GFP
868
Gryphon Financial Partners
Ohio
$205K +$199K +5,709 New
ICP
869
Ironvine Capital Partners
Nebraska
$204K +$196K +5,641 New
WAS
870
WESPAC Advisors SoCal
California
$203K +$185K +5,322 New
PFWA
871
Paces Ferry Wealth Advisors
Georgia
$202K +$194K +5,573 New
MC
872
Moors & Cabot
Massachusetts
$200K +$192K +5,529 New
EW
873
Evoke Wealth
California
$178K -$244 -7 -0.1%
MAM
874
Marquette Asset Management
Minnesota
$175K – – –
BAM
875
Belpointe Asset Management
Nevada
$173K -$16.8K -482 -9%
33 34
35
36 37