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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOT
1251
Trust Company of Toledo
Ohio
$1.05M +$88.9K +937 +10%
SSCM
1252
Sovereign's Capital Management
Georgia
$1.04M -$117K -1,230 -11%
MIM
1253
Moseley Investment Management
Florida
$1.04M – – –
JSW
1254
Journey Strategic Wealth
New Jersey
$1.04M +$157K +1,651 +19%
CW
1255
CreativeOne Wealth
Kansas
$1.04M +$119K +1,251 +14%
SIC
1256
SJS Investment Consulting
Ohio
$1.04M -$42.3K -446 -4%
BMCM
1257
Burns Matteson Capital Management
New York
$1.04M -$43.3K -456 -4%
CWM
1258
Circle Wealth Management
New Jersey
$1.03M +$15.2K +160 +2%
FB
1259
Fulton Bank
Pennsylvania
$1.03M +$163K +1,719 +20%
SMA
1260
Sage Mountain Advisors
Georgia
$1.02M +$74.2K +782 +8%
LIM
1261
Leavell Investment Management
Alabama
$1.02M -$185K -1,950 -16%
IBOK
1262
Independence Bank of Kentucky
Kentucky
$1.02M -$43.1K -454 -4%
KCM
1263
Kanawha Capital Management
Virginia
$1.02M – – –
PCM
1264
Polymer Capital Management
New York
$1.01M +$402K +4,240 +72%
USCWA
1265
U.S. Capital Wealth Advisors
Texas
$1.01M -$74.9K -790 -7%
SAM
1266
Silvercrest Asset Management
New York
$1.01M +$4.65K +49 +0.5%
ARC
1267
Advisor Resource Council
Texas
$1.01M +$912K +9,610 New
EAM
1268
Erste Asset Management
Austria
$1M +$32.7K +345 +4%
VPW
1269
Variant Private Wealth
Virginia
$1M -$7.02K -74 -0.7%
BWM
1270
BigSur Wealth Management
Florida
$999K – – –
EDRH
1271
Edmond de Rothschild Holding
Switzerland
$999K – – –
IF
1272
Ironwood Financial
Arizona
$999K +$95 +1 +0%
PWMAG
1273
Pinnacle Wealth Management Advisory Group
New Jersey
$999K +$20.5K +216 +2%
LRIA
1274
Leonard Rickey Investment Advisors
Washington
$993K +$38.5K +406 +4%
BAM
1275
Belpointe Asset Management
Nevada
$993K +$136K +1,433 +17%
49 50
51
52 53