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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1276
Arcataur Capital Management
Wisconsin
$472K – – –
LA
1277
Legacy Advisors
Pennsylvania
$471K +$22.8K +346 +6%
CBFP
1278
Cedar Brook Financial Partners
Ohio
$471K -$1.58K -24 -0.4%
IWA
1279
Icon Wealth Advisors
Texas
$469K +$34K +516 +9%
AWA
1280
Arkadios Wealth Advisors
Georgia
$469K +$4.54K +69 +1%
TC
1281
TAGStone Capital
North Carolina
$467K +$1.58K +24 +0.4%
AC
1282
Avestar Capital
New York
$467K +$81.4K +1,236 +24%
LIM
1283
Leavell Investment Management
Alabama
$463K -$13.2K -200 -3%
GIA
1284
Gladstone Institutional Advisory
Florida
$463K -$558K -8,475 -57%
CCG
1285
Coastwise Capital Group
California
$459K +$106K +1,612 +34%
SAM
1286
Smartleaf Asset Management
Massachusetts
$457K +$153K +2,316 +58%
FLI
1287
Family Legacy Inc
South Carolina
$456K – – –
AT
1288
Arden Trust
Delaware
$456K -$24.6K -374 -6%
DI
1289
DAGCO Inc
Ohio
$452K +$275K +4,177 +201%
KWM
1290
Kingsview Wealth Management
Oregon
$452K +$85.7K +1,302 +26%
PL
1291
Perpetual Ltd
Australia
$451K -$4.74K -72 -1%
CA
1292
CoreCap Advisors
Michigan
$449K +$26.9K +408 +7%
BWG
1293
Beta Wealth Group
California
$449K +$408K +6,200 New
EWA
1294
Encompass Wealth Advisors
Oregon
$449K – – –
CWM
1295
Centurion Wealth Management
Virginia
$446K -$52.1K -791 -11%
DT
1296
Diversified Trust
Tennessee
$444K -$640K -9,712 -61%
FCA
1297
FLC Capital Advisors
California
$444K -$149K -2,265 -27%
OWA
1298
Octavia Wealth Advisors
Ohio
$441K +$8.03K +122 +2%
AFT
1299
Alpha Family Trust
California
$439K – – –
MAC
1300
Mason & Associates (California)
California
$435K – – –
50 51
52
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