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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1251
Sugarloaf Wealth Management
Georgia
$40K +$12.3K +172 +45%
CCA
1252
Column Capital Advisors
Indiana
$39K -$500 -7 -1%
BAM
1253
Bellevue Asset Management
Washington
$39K – – –
LWP
1254
Lumature Wealth Partners
Georgia
$38K -$14.4K -201 -28%
JPLA
1255
Joseph P. Lucia & Associates
New York
$38K – – –
BWA
1256
BDO Wealth Advisors
Florida
$38K +$14.3K +200 +63%
SC
1257
SouthState Corp
Florida
$38K +$37K +518 New
IPW
1258
IronBridge Private Wealth
Texas
$37K +$71 +1 +0.2%
KPCM
1259
Kings Point Capital Management
New York
$36K – – –
LFG
1260
Larson Financial Group
Missouri
$36K +$35.7K +500 New
HCP
1261
Hexagon Capital Partners
Arkansas
$35K +$71 +1 +0.2%
MCM
1262
MV Capital Management
Maryland
$35K +$18.6K +260 +120%
DWP
1263
Destiny Wealth Partners
Florida
$34K +$33.2K +465 New
HFA
1264
HC Financial Advisors
California
$33K +$71 +1 +0.2%
TCM
1265
Tradewinds Capital Management
Washington
$32K +$3.64K +51 +13%
BFG
1266
Baron Financial Group
New Jersey
$31.7K – – –
CWA
1267
Carolina Wealth Advisors
South Carolina
$30K – – –
KC
1268
Knuff & Co
California
$29K – – –
CPC
1269
Consolidated Planning Corp
Georgia
$29K +$28.4K +397 New
TCWM
1270
Total Clarity Wealth Management
Illinois
$29K +$28.6K +400 New
ETC
1271
Exchange Traded Concepts
Oklahoma
$28K -$2.29K -32 -8%
ANBT
1272
American National Bank & Trust
Texas
$28K +$27.1K +380 New
RA
1273
Resolute Advisors
California
$27K – – –
AFS
1274
Annapolis Financial Services
Maryland
$27K +$15K +210 +135%
UOTTAIMCU
1275
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$26K +$25.4K +355 New
49 50
51
52 53