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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1276
Alera Investment Advisors
Illinois
$430K +$37.4K +569 +9%
CIA
1277
Capital Investment Advisors
Georgia
$429K +$21.3K +324 +5%
DWM
1278
Defined Wealth Management
Oregon
$428K +$1.77K +27 +0.4%
RC
1279
Rovin Capital
Arizona
$428K -$235K -3,576 -35%
LAM
1280
L2 Asset Management
Massachusetts
$428K +$14.6K +222 +3%
TFA
1281
Toth Financial Advisory
Virginia
$428K +$353K +5,370 +436%
SEIA
1282
Signature Estate & Investment Advisors
California
$427K +$22.7K +345 +6%
IFPG
1283
Intrepid Financial Planning Group
Indiana
$426K +$197K +3,005 +84%
CA
1284
Carson Advisory
Georgia
$425K -$10.5K -160 -2%
BTW
1285
Boston Trust Walden
Massachusetts
$424K – – –
DFCM
1286
Dark Forest Capital Management
Puerto Rico
$423K +$159K +2,416 +59%
MWM
1287
Mission Wealth Management
California
$423K +$16.7K +254 +4%
NHT
1288
New Hampshire Trust
New Hampshire
$422K +$44.9K +683 +12%
PIA
1289
Powell Investment Advisors
Florida
$421K -$142K -2,155 -25%
AC
1290
ASB Consultores
Florida
$420K -$15.3K -233 -3%
WCM
1291
Weaver Capital Management
Georgia
$419K -$20K -305 -5%
FCP
1292
Fidelis Capital Partners
Florida
$419K -$33.2K -506 -8%
KWAG
1293
Kiely Wealth Advisory Group
North Carolina
$416K – – –
TPI
1294
Trust Point Inc
Wisconsin
$413K -$24.9K -379 -6%
FLI
1295
Family Legacy Inc
South Carolina
$409K – – –
VAM
1296
Verity Asset Management
North Carolina
$408K +$140K +2,133 +51%
MAC
1297
Mason & Associates (California)
California
$404K +$14.7K +224 +4%
N
1298
Numerai
California
$404K +$409K +6,232 New
TWP
1299
Tempus Wealth Planning
California
$403K +$31.3K +476 +8%
EWA
1300
Encompass Wealth Advisors
Oregon
$402K – – –
50 51
52
53 54