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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
926
Avantax Advisory Services
Texas
$384K +$67.9K +1,119 +24%
PF
927
Phoenix Financial
Israel
$383K -$95.5K -1,575 -21%
BIC
928
Beach Investment Counsel
Pennsylvania
$374K – – –
YWP
929
YorkBridge Wealth Partners
New York
$374K +$7.09K +117 +2%
CPA
930
Court Place Advisors
Maryland
$372K – – –
ABC
931
Associated Banc-Corp
Wisconsin
$366K -$878K -14,482 -57%
PCM
932
Pointe Capital Management
Michigan
$364K +$10.4K +172 +3%
MSE
933
MUFG Securities EMEA
United Kingdom
$361K -$1.41M -23,188 -81%
PWP
934
Principle Wealth Partners
Connecticut
$361K – – –
MSFS
935
Main Street Financial Solutions
Pennsylvania
$361K +$24.5K +404 +8%
QPWM
936
Quadrant Private Wealth Management
Pennsylvania
$360K -$92.6K -1,527 -22%
SFA
937
Sequoia Financial Advisors
Ohio
$359K -$25.6K -423 -7%
RWP
938
Ridgecrest Wealth Partners
California
$359K +$334K +5,508 New
WCF
939
West Coast Financial
California
$358K +$31K +511 +10%
KPW
940
Kore Private Wealth
New York
$358K +$37.8K +624 +13%
GFP
941
Gryphon Financial Partners
Ohio
$357K -$13.5K -222 -4%
EWM
942
Evermay Wealth Management
Virginia
$354K – – –
DI
943
Diligent Investors
California
$349K +$15.2K +250 +5%
FCA
944
FLC Capital Advisors
California
$349K +$325K +5,357 New
FLI
945
Family Legacy Inc
South Carolina
$347K – – –
MCM
946
Manchester Capital Management
Vermont
$347K +$266K +4,379 +461%
RMDI
947
R.M. Davis Inc
Maine
$345K -$61.2K -1,010 -16%
BAM
948
Berkshire Asset Management
Pennsylvania
$345K – – –
IC
949
Inverness Counsel
New York
$344K -$1.39M -22,936 -81%
BAIA
950
Bel Air Investment Advisors
California
$344K +$320K +5,275 New
36 37
38
39 40