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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1076
Vivid Wealth Management
Iowa
$832K -$3.04M -41,122 -78%
FA
1077
Faithward Advisors
Pennsylvania
$823K -$56.5K -765 -6%
EFS
1078
Essex Financial Services
Connecticut
$819K +$246K +3,336 +34%
NJIM
1079
Nabity-Jensen Investment Management
Nebraska
$818K -$28.2K -382 -3%
ETC
1080
Exchange Traded Concepts
Oklahoma
$814K +$761K +10,304 +1,378%
IIA
1081
Integral Investment Advisors
California
$812K – – –
SRWM
1082
Shira Ridge Wealth Management
California
$809K +$7.46K +101 +0.9%
TFS
1083
Thoroughbred Financial Services
Tennessee
$808K +$810K +10,965 New
CG
1084
Cynosure Group
Utah
$808K -$3.77K -51 -0.5%
FW
1085
FullCircle Wealth
Texas
$806K +$929K +12,573 New
HHRDM
1086
H&H Retirement Design & Management
Nevada
$805K +$25.2K +341 +3%
VL
1087
Vima LLC
Michigan
$805K -$42.9K -581 -5%
IBOK
1088
Independence Bank of Kentucky
Kentucky
$801K -$51K -690 -6%
MCB
1089
Morton Community Bank
Illinois
$801K -$2.44M -33,083 -75%
PWM
1090
Power Wealth Management
Georgia
$797K +$68.1K +922 +9%
BAM
1091
Belpointe Asset Management
Nevada
$791K -$317K -4,287 -29%
CIA
1092
Concurrent Investment Advisors
Florida
$789K +$559K +7,564 +241%
IIM
1093
Intact Investment Management
Quebec, Canada
$784K +$2.96K +40 +0.4%
KPWS
1094
Kestra Private Wealth Services
Texas
$784K +$45.1K +610 +6%
WWM
1095
Western Wealth Management
Colorado
$783K +$31.8K +430 +4%
TIM
1096
Thor Investment Management
Ohio
$781K +$2.66K +36 +0.3%
GAM
1097
Gemmer Asset Management
California
$779K -$216K -2,927 -22%
SPC
1098
Sigma Planning Corp
Michigan
$771K -$11.1K -150 -1%
SS
1099
Sunbelt Securities
Texas
$770K +$74 +1 +0%
WI
1100
Wintrust Investments
Illinois
$770K +$62.8K +850 +9%
42 43
44
45 46