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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
1176
FAS Wealth Partners
Kansas
$525K +$26.6K +508 +6%
OFG
1177
Omega Financial Group
California
$525K +$4.24K +81 +0.9%
WJWM
1178
Williams Jones Wealth Management
New York
$524K -$1.24M -23,675 -72%
BF
1179
BOK Financial
Oklahoma
$524K -$1M -19,096 -67%
MA
1180
Modus Advisors
Minnesota
$524K +$484K +9,244 New
RCG
1181
Regatta Capital Group
California
$519K +$140K +2,681 +41%
SRC
1182
Sage Rhino Capital
California
$517K -$40.5K -774 -8%
SB
1183
Strategic Blueprint
Georgia
$516K -$302K -5,765 -39%
CI
1184
CX Institutional
Indiana
$515K +$476K +9,087 New
HBT
1185
Heartland Bank & Trust
Illinois
$511K -$67.6K -1,290 -13%
PWM
1186
Peterson Wealth Management
Nevada
$510K +$8.28K +158 +2%
KFSC
1187
Keystone Financial Services (Colorado)
Colorado
$510K +$48.7K +930 +12%
KA
1188
Kearns & Associates
California
$510K – – –
FRM
1189
Fox Run Management
Connecticut
$509K -$692K -13,207 -60%
PAM
1190
Private Asset Management
California
$509K -$624K -11,908 -57%
DFCM
1191
Dark Forest Capital Management
Puerto Rico
$509K +$321K +6,134 +216%
CQS
1192
Credential Qtrade Securities
$507K +$84.4K +1,611 +22%
VSQM
1193
V-Square Quantitative Management
Illinois
$503K +$6.23K +119 +1%
TCM
1194
Traynor Capital Management
Pennsylvania
$503K +$145K +2,763 +45%
KWM
1195
Keebeck Wealth Management
Illinois
$502K +$464K +8,854 New
KFP
1196
KMG Fiduciary Partners
Ohio
$501K +$463K +8,833 New
HI
1197
Harbour Investments
Wisconsin
$500K +$48.2K +920 +12%
BWAM
1198
Boyd Watterson Asset Management
Ohio
$500K -$402K -7,683 -47%
TPCW
1199
TD Private Client Wealth
New York
$499K -$40.7K -778 -8%
FCA
1200
FLC Capital Advisors
California
$498K +$34.7K +663 +8%
46 47
48
49 50