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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1251
Lyell Wealth Management
California
$604K – – –
AIM
1252
Athena Investment Management
California
$603K – – –
GLA
1253
Good Life Advisors
Pennsylvania
$600K -$71K -904 -11%
CA
1254
Capital Advantage
California
$600K – – –
NWMP
1255
Noble Wealth Management PBC
Colorado
$599K -$84.4K -1,075 -12%
PFBT
1256
Parkside Financial Bank & Trust
Missouri
$599K -$34.6K -441 -5%
HI
1257
Harbour Investments
Wisconsin
$595K -$16.6K -211 -3%
UIM
1258
Unified Investment Management
Georgia
$595K -$55.2K -703 -8%
NEWAS
1259
N.E.W. Advisory Services
Wisconsin
$594K +$4.87K +62 +0.8%
CFO
1260
CVA Family Office
Colorado
$592K +$17.5K +223 +3%
SFO
1261
Stokes Family Office
Louisiana
$591K -$18.1K -230 -3%
VI
1262
Versor Investments
New York
$587K +$589K +7,500 New
RWB
1263
RMR Wealth Builders
New Jersey
$587K +$15.8K +201 +3%
OPA
1264
Old Port Advisors
Maine
$586K +$4.79K +61 +0.8%
GS
1265
GTS Securities
Florida
$584K -$364K -4,635 -38%
HWMO
1266
Heritage Wealth Management (Ohio)
Ohio
$580K +$46.9K +597 +9%
FCP
1267
Fidelis Capital Partners
Florida
$580K +$53.1K +677 +10%
CWM
1268
Circle Wealth Management
New Jersey
$579K – – –
JIC
1269
Joel Isaacson & Co
New York
$578K +$549 +7 +0.1%
IWM
1270
IHT Wealth Management
Illinois
$576K -$12.4K -158 -2%
DRD
1271
Dennis R. Delaney
$576K +$577K +7,355 New
KHCM
1272
Kirtland Hills Capital Management
Ohio
$575K +$4.55K +58 +0.8%
LFA
1273
Legacy Financial Advisors
Kentucky
$572K +$52.8K +673 +10%
IIA
1274
Integral Investment Advisors
California
$571K -$236K -3,005 -29%
HBS
1275
Howard Bailey Securities
Indiana
$571K -$91.3K -1,163 -14%
49 50
51
52 53