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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
926
Atticus Wealth Management
Florida
$432K – – –
CPA
927
Clear Perspective Advisors
Illinois
$430K +$153K +2,164 +58%
SFA
928
Sequoia Financial Advisors
Ohio
$428K +$25.8K +364 +7%
TCA
929
Transcend Capital Advisors
New Jersey
$427K -$59.2K -837 -13%
AWM
930
Apollon Wealth Management
South Carolina
$426K +$46.7K +660 +13%
PCM
931
Pointe Capital Management
Michigan
$424K +$16.6K +234 +4%
CB
932
CNB Bank
Pennsylvania
$422K -$10.6K -150 -3%
SS
933
Simplicity Solutions
Minnesota
$422K +$79K +1,117 +24%
BIC
934
Beach Investment Counsel
Pennsylvania
$418K – – –
DAS
935
Dynamic Advisor Solutions
Arizona
$416K +$79K +1,117 +24%
CPA
936
Court Place Advisors
Maryland
$415K – – –
HCM
937
Hall Capital Management
Rhode Island
$414K +$403K +5,688 New
MC
938
Moors & Cabot
Massachusetts
$412K -$15.3K -216 -4%
CWP
939
Curated Wealth Partners
California
$412K +$59.2K +836 +17%
JLBC
940
J.L. Bainbridge & Co
Florida
$408K -$42.5K -601 -10%
ACM
941
Advisors Capital Management
New Jersey
$406K +$31.2K +441 +9%
FCA
942
FLC Capital Advisors
California
$405K +$14.2K +200 +4%
PWP
943
Principle Wealth Partners
Connecticut
$403K – – –
IC
944
Inscription Capital
Texas
$403K +$392K +5,540 New
MSFS
945
Main Street Financial Solutions
Pennsylvania
$402K -$495 -7 -0.1%
RWP
946
Ridgecrest Wealth Partners
California
$401K – – –
QPWM
947
Quadrant Private Wealth Management
Pennsylvania
$400K -$2.19K -31 -0.6%
DP
948
Denver PWM
Colorado
$397K -$53.1K -751 -12%
AA
949
Addison Advisors
Vermont
$397K +$386K +5,455 New
WFI
950
West Family Investments
California
$397K +$386K +5,455 New
36 37
38
39 40