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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SMH
1251
Sanders Morris Harris
Texas
$946K +$502K +5,500 +116%
EPA
1252
Element Pointe Advisors
Florida
$943K +$13.7K +150 +1%
HKIMG
1253
Hutchens & Kramer Investment Management Group
Indiana
$942K -$35.8K -393 -4%
MA
1254
Mezzasalma Advisors
New Jersey
$941K -$7.15M -78,371 -88%
NWM
1255
Northcape Wealth Management
New York
$936K -$45K -493 -5%
SAM
1256
Silvercrest Asset Management
New York
$936K – – –
LRIA
1257
Leonard Rickey Investment Advisors
Washington
$933K +$3.19K +35 +0.3%
SG
1258
StoneX Group
New York
$931K -$81.6K -895 -8%
SFG
1259
Stonebridge Financial Group
California
$930K +$920K +10,085 New
VPW
1260
Variant Private Wealth
Virginia
$930K +$3.01K +33 +0.3%
KCM
1261
Kanawha Capital Management
Virginia
$929K -$10.3K -113 -1%
BWM
1262
BigSur Wealth Management
Florida
$923K – – –
EDRH
1263
Edmond de Rothschild Holding
Switzerland
$923K – – –
GWMR
1264
GC Wealth Management RIA
Massachusetts
$919K -$171K -1,876 -16%
PP
1265
PDS Planning
Ohio
$917K -$13.2K -145 -1%
IWAO
1266
Independence Wealth Advisors (Ohio)
Ohio
$916K +$5.65K +62 +0.6%
DW30
1267
Drucker Wealth 3.0
New Jersey
$916K -$93.7K -1,028 -9%
KHCM
1268
Kirtland Hills Capital Management
Ohio
$916K +$5.29K +58 +0.6%
PPWP
1269
Premier Path Wealth Partners
New Jersey
$913K -$156K -1,716 -15%
HA
1270
Herold Advisors
New York
$913K +$34K +373 +4%
AWA
1271
Ark Wealth Advisors
California
$912K +$29.3K +321 +3%
FDS
1272
First Dallas Securities
Texas
$909K +$274 +3 +0%
WAP
1273
Wealthcare Advisory Partners
Pennsylvania
$907K +$67.8K +744 +8%
TP
1274
Tranquility Partners
Tennessee
$903K -$98.8K -1,083 -10%
SM
1275
Sweeney & Michel
California
$888K +$84K +921 +13%
49 50
51
52 53