Charles Schwab

SCHW

Market cap $194B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
951	BIC 951 Beach Investment Counsel West Conshohocken, Pennsylvania	$418K	–	–	–
952	CPA 952 Court Place Advisors Ellicott City, Maryland	$415K	–	–	–
953	MA 953 Mutual Advisors Omaha, Nebraska	$413K	+$64.8K	+907	+19%
954	FLI 954 Family Legacy Inc Greenville, South Carolina	$412K	–	–	–
955	OPS 955 Orion Portfolio Solutions Omaha, Nebraska	$412K	+$80.4K	+1,126	+25%
956	CM 956 Capula Management Grand Cayman, Cayman Islands	$409K	-$28.6K	-400	-7%
957	JLBC 957 J.L. Bainbridge & Co Sarasota, Florida	$408K	–	–	–
958	CPA 958 Clear Perspective Advisors Aurora, Illinois	$407K	-$22.4K	-313	-5%
959	FCA 959 FLC Capital Advisors Palm Desert, California	$405K	–	–	–
960	CA 960 Cetera Advisors Denver, Colorado	$405K	+$27.4K	+383	+7%
961	PWP 961 Principle Wealth Partners Madison, Connecticut	$404K	–	–	–
962	BCA 962 Berman Capital Advisors Atlanta, Georgia	$403K	+$141K	+1,977	+55%
963	RWP 963 Ridgecrest Wealth Partners Mill Valley, California	$401K	–	–	–
964	QPWM 964 Quadrant Private Wealth Management Center Valley, Pennsylvania	$398K	-$2.5K	-35	-0.6%
965	AA 965 Addison Advisors Middlebury, Vermont	$397K	–	–	–
966	PF 966 Phoenix Financial Givatayim, Israel	$397K	+$378K	+5,290	New
967	DP 967 Denver PWM Denver, Colorado	$396K	+$357	+5	+0.1%
968	WAS 968 WESPAC Advisors SoCal Pasadena, California	$395K	–	–	–
969	BAM 969 Berkshire Asset Management Wilkes Barre, Pennsylvania	$394K	+$7.5K	+105	+2%
970	TCM 970 Traynor Capital Management Malvern, Pennsylvania	$393K	+$94.1K	+1,318	+32%
971	WP 971 WealthSource Partners San Luis Obispo, California	$390K	+$102K	+1,434	+37%
972	GFP 972 Gryphon Financial Partners Columbus, Ohio	$389K	-$51K	-714	-12%
973	VC 973 Veracity Capital Atlanta, Georgia	$385K	+$151K	+2,117	+67%
974	BTW 974 Boston Trust Walden Boston, Massachusetts	$384K	–	–	–
975	CQS 975 Credential Qtrade Securities Vancouver,	$384K	+$28.6K	+401	+8%

Charles Schwab SCHW Market cap $194B

Charles Schwab

SCHW

Market cap $194B