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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
1326
FLC Capital Advisors
California
$228K -$17.6K -200 -7%
EW
1327
Evoke Wealth
California
$228K +$14.5K +165 +7%
SYBT
1328
Stock Yards Bank & Trust
Kentucky
$225K +$1.5K +17 +0.6%
CP
1329
Castleview Partners
Texas
$225K +$235K +2,671 New
ACM
1330
Academy Capital Management
Texas
$224K – – –
BP
1331
Broadleaf Partners
Ohio
$223K – – –
MA
1332
MONECO Advisors
Connecticut
$222K +$1.41K +16 +0.6%
SG
1333
StoneX Group
New York
$220K -$76K -864 -25%
WA
1334
Wealth Architects
California
$220K +$16K +182 +7%
RIA
1335
Regal Investment Advisors
Michigan
$220K +$230K +2,611 New
BMC
1336
Benin Management Corp
Connecticut
$219K +$8.8K +100 +4%
SSCA
1337
South Shore Capital Advisors
Massachusetts
$217K -$114K -1,300 -34%
QI
1338
Qtron Investments
Massachusetts
$217K +$226K +2,572 New
WA
1339
Waverly Advisors
Alabama
$216K -$27.6K -314 -11%
SOS
1340
Silver Oak Securities
Tennessee
$215K +$232K +2,632 New
SWA
1341
SFMG Wealth Advisors
Texas
$214K -$34.9K -397 -14%
OPA
1342
Old Port Advisors
Maine
$214K +$23.2K +264 +11%
CHP
1343
Cable Hill Partners
Oregon
$214K +$223K +2,534 New
SW
1344
SteelPeak Wealth
California
$214K +$224K +2,544 New
PFP
1345
Paragon Financial Partners
California
$213K – – –
GP
1346
Greenline Partners
New York
$211K – – –
CFA
1347
Cahill Financial Advisors
Minnesota
$211K +$528 +6 +0.2%
GWAG
1348
Garrett Wealth Advisory Group
Texas
$209K – – –
RMAM
1349
Raab & Moskowitz Asset Management
New Jersey
$207K – – –
WAM
1350
Weatherly Asset Management
California
$207K +$216K +2,459 New
52 53
54
55 56