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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
1026
Shepherd Street Advisors
California
$1.76M +$1.67M +17,623 New
HFS
1027
Howard Financial Services
Texas
$1.74M +$132K +1,389 +9%
PA
1028
Profund Advisors
Maryland
$1.74M -$489K -5,158 -23%
HPC
1029
HM Payson & Co
Maine
$1.73M +$10.1K +106 +0.6%
WA
1030
Wealth Alliance
New York
$1.73M +$85.4K +900 +5%
SWP
1031
Sagespring Wealth Partners
Tennessee
$1.72M +$131K +1,381 +9%
KFAS
1032
Keating Financial Advisory Services
Kansas
$1.72M +$1.63M +17,214 New
PL
1033
Perpetual Ltd
Australia
$1.72M +$164K +1,725 +11%
EFG
1034
Embree Financial Group
Illinois
$1.71M +$43.2K +455 +3%
DSC
1035
Daytona Street Capital
Missouri
$1.68M +$1.6M +16,860 New
AIM
1036
Advyzon Investment Management
Illinois
$1.68M +$765K +8,068 +92%
RCM
1037
RMR Capital Management
California
$1.68M -$3.79K -40 -0.2%
TAM
1038
Trust Asset Management
Texas
$1.68M -$43.9K -463 -3%
CFG
1039
Cooper Financial Group
California
$1.68M +$44.2K +466 +3%
FFN
1040
Focus Financial Network
Minnesota
$1.67M -$198K -2,087 -11%
PFA
1041
Perryman Financial Advisory
Texas
$1.67M +$1.59M +16,751 New
MCM
1042
Mainstream Capital Management
California
$1.66M -$36.7K -387 -2%
WF
1043
Whelan Financial
California
$1.66M +$247K +2,600 +19%
FCFC
1044
First Commonwealth Financial Corp
Pennsylvania
$1.66M +$74.1K +781 +5%
BRPW
1045
Ballast Rock Private Wealth
South Carolina
$1.66M +$1.57M +16,600 New
IUHSA
1046
Itau Unibanco Holding S.A.
Brazil
$1.65M +$1.57M +16,564 New
UBG
1047
United Bank (Georgia)
Georgia
$1.65M +$2.47K +26 +0.2%
MWP
1048
Meriwether Wealth & Planning
Louisiana
$1.65M -$70.5K -743 -4%
EWA
1049
EverSource Wealth Advisors
Alabama
$1.65M -$36.5K -385 -2%
CI
1050
Cigna Investments
Connecticut
$1.65M -$24.1K -254 -2%
40 41
42
43 44