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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
1226
Kestra Private Wealth Services
Texas
$909K +$6.26K +66 +0.7%
LCGC
1227
Legacy Capital Group California
California
$909K +$904K +9,520 New
NP
1228
Nilsine Partners
Colorado
$904K +$43.9K +462 +5%
SMA
1229
Sage Mountain Advisors
Georgia
$903K -$47K -495 -5%
SWM
1230
SeaCrest Wealth Management
New York
$902K +$48.4K +510 +6%
SWA
1231
Sax Wealth Advisors
New Jersey
$900K +$59.8K +630 +7%
HAM
1232
Hedges Asset Management
Nevada
$897K -$9.49K -100 -1%
KHCM
1233
Kirtland Hills Capital Management
Ohio
$897K -$1.23K -13 -0.1%
IQI
1234
Integrated Quantitative Investments
Washington
$895K -$458K -4,822 -34%
HA
1235
Herold Advisors
New York
$893K +$133K +1,400 +18%
CA
1236
Crumly & Associates
Illinois
$888K +$26.1K +275 +3%
VVP
1237
Venture Visionary Partners
Ohio
$887K +$32.1K +338 +4%
HWM
1238
Hohimer Wealth Management
Washington
$883K -$13.2K -139 -1%
CW
1239
CreativeOne Wealth
Kansas
$874K +$86K +906 +11%
RIG
1240
RiverFront Investment Group
Virginia
$870K -$5.6K -59 -0.6%
PPWP
1241
Premier Path Wealth Partners
New Jersey
$866K +$32K +337 +4%
OCM
1242
One Capital Management
California
$862K -$12.6K -133 -1%
KA
1243
Kearns & Associates
California
$859K – – –
JIC
1244
Joel Isaacson & Co
New York
$856K +$143K +1,506 +20%
EC
1245
EntryPoint Capital
New York
$856K +$851K +8,968 New
CWA
1246
Canvas Wealth Advisors
Kansas
$853K -$3.13K -33 -0.4%
SPI
1247
Sutton Place Investors
New York
$851K +$5.5K +58 +0.7%
MF
1248
Manchester Financial
California
$848K -$6.83K -72 -0.8%
MSFS
1249
Main Street Financial Solutions
Pennsylvania
$846K +$192K +2,028 +30%
OPCM
1250
Osborne Partners Capital Management
California
$845K +$20.3K +214 +2%
48 49
50
51 52