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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
1276
Gateway Wealth Partners
Wisconsin
$927K +$967K +9,862 New
HI
1277
HBK Investments
Texas
$926K +$967K +9,856 New
FDS
1278
First Dallas Securities
Texas
$926K -$103K -1,048 -10%
AFC
1279
Avise Financial Cooperative
California
$924K +$31.8K +324 +3%
IF
1280
Ironwood Financial
Arizona
$921K – – –
EAM
1281
Erste Asset Management
Austria
$919K – – –
KWA
1282
Kingswood Wealth Advisors
California
$917K +$189K +1,923 +25%
SSCM
1283
Sovereign's Capital Management
Georgia
$914K -$70.6K -720 -7%
KHCM
1284
Kirtland Hills Capital Management
Ohio
$906K +$48.7K +497 +5%
EFG
1285
Ethos Financial Group
Pennsylvania
$903K +$112K +1,147 +14%
AAS
1286
Ameritas Advisory Services
Nebraska
$903K +$424K +4,321 +82%
AGA
1287
Accuvest Global Advisors
Utah
$901K -$1.88M -19,163 -67%
BFWM
1288
Bright Futures Wealth Management
New York
$900K +$939K +9,574 New
AWA
1289
Ark Wealth Advisors
California
$899K +$47.8K +487 +5%
JMFC
1290
J.M. Forbes & Co
Massachusetts
$899K +$5.98K +61 +0.6%
IBOK
1291
Independence Bank of Kentucky
Kentucky
$898K -$61.3K -625 -6%
ARC
1292
Advisor Resource Council
Texas
$896K -$7.55K -77 -0.8%
HA
1293
Herold Advisors
New York
$896K +$18K +184 +2%
TPI
1294
Trust Point Inc
Wisconsin
$894K +$194K +1,982 +26%
MGI
1295
Miller Global Investments
Texas
$890K -$392 -4 -0%
BCPE
1296
Bain Capital Public Equity
Massachusetts
$886K +$924K +9,425 New
OPF
1297
Old Peak Finance
North Carolina
$878K +$5.98K +61 +0.7%
SWA
1298
Sax Wealth Advisors
New Jersey
$874K -$34.1K -348 -4%
TWA
1299
TCI Wealth Advisors
Arizona
$871K +$70.3K +717 +8%
DKCM
1300
Davidson Kahn Capital Management
California
$868K -$175K -1,783 -16%
50 51
52
53 54