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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
1276
Blue Trust Inc
Georgia
$353K +$201K +3,326 +114%
TC
1277
TAGStone Capital
North Carolina
$351K +$1.63K +27 +0.4%
CWM
1278
Centurion Wealth Management
Virginia
$350K +$41.8K +692 +12%
QPWM
1279
Quadrant Private Wealth Management
Pennsylvania
$350K – – –
MAC
1280
Mason & Associates (California)
California
$350K +$38.1K +630 +11%
AWA
1281
Arkadios Wealth Advisors
Georgia
$348K -$88.4K -1,462 -19%
FLI
1282
Family Legacy Inc
South Carolina
$346K +$9.07K +150 +2%
KCM
1283
KRS Capital Management
Michigan
$345K +$5.32K +88 +1%
GL
1284
Graypoint LLC
New York
$345K +$76.5K +1,265 +25%
AGWCA
1285
Annis Gardner Whiting Capital Advisors
Florida
$344K +$378K +6,262 New
PBK
1286
Peoples Bank (Kansas)
Kansas
$343K +$377K +6,245 New
BWM
1287
Baron Wealth Management
Michigan
$343K +$7.13K +118 +2%
RVPG
1288
Relative Value Partners Group
$341K +$376K +6,214 New
AC
1289
Abbrea Capital
California
$340K -$44.2K -731 -11%
TSWM
1290
Triangle Securities Wealth Management
North Carolina
$339K +$6.65K +110 +2%
UBG
1291
United Bank (Georgia)
Georgia
$338K +$71.6K +1,185 +24%
SGCA
1292
Steel Grove Capital Advisors
Tennessee
$336K +$8.52K +141 +2%
AWAP
1293
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$336K – – –
EWA
1294
Encompass Wealth Advisors
Oregon
$329K – – –
SPC
1295
Sigma Planning Corp
Michigan
$326K -$437K -7,225 -55%
BAM
1296
Boyar Asset Management
New York
$326K – – –
APWM
1297
Atlas Private Wealth Management
New York
$323K +$31.9K +528 +10%
TCM
1298
Triumph Capital Management
Colorado
$320K -$458K -7,573 -57%
NHT
1299
New Hampshire Trust
New Hampshire
$319K +$32.6K +539 +10%
WAS
1300
WESPAC Advisors SoCal
California
$319K +$36.3K +600 +12%
50 51
52
53 54