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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1251
TAGStone Capital
North Carolina
$332K +$8.79K +120 +2%
FANJ
1252
Financial Architects (New Jersey)
New Jersey
$331K +$253K +3,452 +120%
LCWP
1253
Legacy Capital Wealth Partners
Arkansas
$331K +$463K +6,324 New
MSFS
1254
Main Street Financial Solutions
Pennsylvania
$331K +$43.9K +600 +11%
QPWM
1255
Quadrant Private Wealth Management
Pennsylvania
$330K -$3.22K -44 -0.7%
PWM
1256
Prosperity Wealth Management
California
$330K +$261K +3,566 +130%
AT
1257
Arden Trust
Delaware
$330K -$358K -4,883 -44%
MHR
1258
Matthew Hamilton Rosenberg
$330K +$3.66K +50 +0.8%
NB
1259
Nicolet Bankshares
Wisconsin
$325K +$54.8K +748 +14%
VCM
1260
Virtue Capital Management
Tennessee
$324K +$186K +2,546 +66%
TCM
1261
Traynor Capital Management
Pennsylvania
$320K +$52.1K +712 +13%
FLI
1262
Family Legacy Inc
South Carolina
$319K +$52.7K +719 +13%
EWP
1263
Elevation Wealth Partners
California
$315K +$440K +6,012 New
CCI
1264
Credit Capital Investments
New Jersey
$314K +$439K +6,000 New
PMFA
1265
Plante Moran Financial Advisors
Michigan
$313K -$2.27K -31 -0.5%
BAM
1266
Boyar Asset Management
New York
$311K +$189K +2,585 +77%
RWA
1267
Ropes Wealth Advisors
Massachusetts
$310K +$2.2K +30 +0.5%
CFO
1268
Colony Family Offices
North Carolina
$309K – – –
HTC
1269
Haverford Trust Company
Pennsylvania
$308K +$175K +2,396 +69%
BP
1270
BBR Partners
New York
$307K +$429K +5,857 New
JLBC
1271
J.L. Bainbridge & Co
Florida
$306K -$20K -273 -4%
MW
1272
Marcum Wealth
Ohio
$305K +$173K +2,362 +68%
SWM
1273
Stockman Wealth Management
Montana
$304K +$192K +2,626 +82%
DI
1274
Diligent Investors
California
$303K +$43.9K +600 +12%
AMM
1275
American Money Management
California
$302K +$31.9K +435 +8%
49 50
51
52 53