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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1276
Capital Investment Advisors
Georgia
$429K +$21.3K +324 +5%
DWM
1277
Defined Wealth Management
Oregon
$428K +$1.77K +27 +0.4%
RC
1278
Rovin Capital
Arizona
$428K -$235K -3,576 -35%
LAM
1279
L2 Asset Management
Massachusetts
$428K +$14.6K +222 +3%
TFA
1280
Toth Financial Advisory
Virginia
$428K +$353K +5,370 +436%
SEIA
1281
Signature Estate & Investment Advisors
California
$427K +$22.7K +345 +6%
IFPG
1282
Intrepid Financial Planning Group
Indiana
$426K +$197K +3,005 +84%
CA
1283
Carson Advisory
Georgia
$425K -$10.5K -160 -2%
BTW
1284
Boston Trust Walden
Massachusetts
$424K – – –
DFCM
1285
Dark Forest Capital Management
Puerto Rico
$423K +$159K +2,416 +59%
MWM
1286
Mission Wealth Management
California
$423K +$16.7K +254 +4%
NHT
1287
New Hampshire Trust
New Hampshire
$422K +$44.9K +683 +12%
PIA
1288
Powell Investment Advisors
Florida
$421K -$142K -2,155 -25%
AC
1289
ASB Consultores
Florida
$420K -$15.3K -233 -3%
WCM
1290
Weaver Capital Management
Georgia
$419K -$20K -305 -5%
FCP
1291
Fidelis Capital Partners
Florida
$419K -$33.2K -506 -8%
KWAG
1292
Kiely Wealth Advisory Group
North Carolina
$416K – – –
TPI
1293
Trust Point Inc
Wisconsin
$413K -$24.9K -379 -6%
FLI
1294
Family Legacy Inc
South Carolina
$409K – – –
VAM
1295
Verity Asset Management
North Carolina
$408K +$140K +2,133 +51%
MAC
1296
Mason & Associates (California)
California
$404K +$14.7K +224 +4%
N
1297
Numerai
California
$404K +$409K +6,232 New
TWP
1298
Tempus Wealth Planning
California
$403K +$31.3K +476 +8%
EWA
1299
Encompass Wealth Advisors
Oregon
$402K – – –
SFS
1300
Strategic Financial Services
New York
$401K – – –
50 51
52
53 54