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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1126
Horizon Investments
North Carolina
$367K -$499K -7,183 -58%
PFS
1127
Prospera Financial Services
Texas
$367K +$13.3K +191 +4%
NSB
1128
Norway Savings Bank
Maine
$366K – – –
RCG
1129
Regatta Capital Group
California
$366K – – –
RCM
1130
Regency Capital Management
Hawaii
$366K +$354K +5,092 New
NRW
1131
Nova R Wealth
Kansas
$364K – – –
OWP
1132
Obermeyer Wealth Partners
Colorado
$363K – – –
DAS
1133
Dynamic Advisor Solutions
Arizona
$361K +$29K +418 +9%
EFG
1134
Everhart Financial Group
Ohio
$357K +$91.1K +1,312 +36%
TFA
1135
Teamwork Financial Advisors
Texas
$356K -$188K -2,714 -35%
RWA
1136
Ropes Wealth Advisors
Massachusetts
$356K – – –
CCA
1137
Childress Capital Advisors
Texas
$354K -$4.3K -62 -1%
AWA
1138
Aaron Wealth Advisors
Illinois
$354K +$96.7K +1,393 +39%
ZIMP
1139
Zimmermann Investment Management & Planning
Pennsylvania
$348K +$336K +4,845 New
RSWM
1140
Robertson Stephens Wealth Management
California
$347K +$278 +4 +0.1%
FHA
1141
First Horizon Advisors
Tennessee
$346K +$15.1K +217 +5%
TFA
1142
Tranquilli Financial Advisor
New Jersey
$344K +$333K +4,793 New
NWMG
1143
National Wealth Management Group
Ohio
$342K +$330K +4,753 New
RIM
1144
Redwood Investment Management
Arizona
$340K +$328K +4,727 New
RC
1145
Rovin Capital
Arizona
$337K +$53.8K +775 +20%
DFA
1146
Delta Financial Advisors
Louisiana
$336K -$4.51K -65 -1%
CPA
1147
Cardiff Park Advisors
California
$336K -$1.74K -25 -0.5%
CWM
1148
Circle Wealth Management
New Jersey
$336K +$325K +4,680 New
TA
1149
Tiedemann Advisors
New York
$335K -$57.3K -825 -15%
PFBT
1150
Parkside Financial Bank & Trust
Missouri
$333K -$2.43K -35 -0.7%
44 45
46
47 48