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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
1051
IMS Capital Management
Oregon
$617K – – –
PIA
1052
Powell Investment Advisors
Florida
$615K -$5.71K -78 -0.7%
AWE
1053
Avidian Wealth Enterprises
Texas
$614K +$859K +11,726 New
CNBTD
1054
Citizens National Bank Trust Department
Mississippi
$612K +$855K +11,680 New
KPWS
1055
Kestra Private Wealth Services
Texas
$610K +$177K +2,419 +26%
WG
1056
Winton Group
United Kingdom
$606K -$109K -1,485 -11%
PFGIA
1057
Patriot Financial Group Insurance Agency
Massachusetts
$605K +$307K +4,197 +57%
ATWA
1058
Arbor Trust Wealth Advisors
Michigan
$603K -$44.3K -605 -5%
BTWM
1059
Baker Tilly Wealth Management
Wisconsin
$602K +$79.6K +1,087 +10%
GC
1060
GFG Capital
Florida
$602K +$344K +4,696 +65%
NWM
1061
Northcape Wealth Management
New York
$601K +$841K +11,482 New
WA
1062
Wealth Advisors
California
$600K +$849K +11,595 New
HAG
1063
HF Advisory Group
Maryland
$599K +$165K +2,259 +25%
VEA
1064
Virtus ETF Advisers
New York
$598K +$31.8K +434 +4%
DAM
1065
Derbend Asset Management
Georgia
$598K +$836K +11,412 New
FCAG
1066
First Capital Advisors Group
New Jersey
$598K +$240K +3,277 +40%
LWM
1067
Laidlaw Wealth Management
New York
$597K +$835K +11,402 New
CNBT
1068
Canandaigua National Bank & Trust
New York
$597K +$835K +11,407 New
IAS
1069
Insigneo Advisory Services
Florida
$596K +$556K +7,596 +201%
LWM
1070
Lodestone Wealth Management
Washington
$596K +$23.4K +320 +3%
SBH
1071
Segall Bryant & Hamill
Illinois
$595K -$98.9K -1,350 -11%
SLF
1072
Sun Life Financial
Ontario, Canada
$594K +$112K +1,528 +16%
OPCM
1073
Osborne Partners Capital Management
California
$592K -$9.08K -124 -1%
LSAG
1074
Lake Street Advisors Group
New Hampshire
$591K -$59.2K -809 -7%
SW
1075
SteelPeak Wealth
California
$591K +$452K +6,168 +121%
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43
44 45