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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SYBT
1326
Stock Yards Bank & Trust
Kentucky
$225K +$1.5K +17 +0.6%
ACM
1327
Academy Capital Management
Texas
$224K – – –
BP
1328
Broadleaf Partners
Ohio
$223K – – –
MA
1329
MONECO Advisors
Connecticut
$222K +$1.41K +16 +0.6%
SG
1330
StoneX Group
New York
$220K -$76K -864 -25%
WA
1331
Wealth Architects
California
$220K +$16K +182 +7%
RIA
1332
Regal Investment Advisors
Michigan
$220K +$230K +2,611 New
BMC
1333
Benin Management Corp
Connecticut
$219K +$8.8K +100 +4%
SSCA
1334
South Shore Capital Advisors
Massachusetts
$217K -$114K -1,300 -34%
QI
1335
Qtron Investments
Massachusetts
$217K +$226K +2,572 New
WA
1336
Waverly Advisors
Alabama
$216K -$27.6K -314 -11%
SOS
1337
Silver Oak Securities
Tennessee
$215K +$232K +2,632 New
SWA
1338
SFMG Wealth Advisors
Texas
$214K -$34.9K -397 -14%
OPA
1339
Old Port Advisors
Maine
$214K +$23.2K +264 +11%
CHP
1340
Cable Hill Partners
Oregon
$214K +$223K +2,534 New
SW
1341
SteelPeak Wealth
California
$214K +$224K +2,544 New
PFP
1342
Paragon Financial Partners
California
$213K – – –
GP
1343
Greenline Partners
New York
$211K – – –
CFA
1344
Cahill Financial Advisors
Minnesota
$211K +$528 +6 +0.2%
GWAG
1345
Garrett Wealth Advisory Group
Texas
$209K – – –
RMAM
1346
Raab & Moskowitz Asset Management
New Jersey
$207K – – –
WAM
1347
Weatherly Asset Management
California
$207K +$216K +2,459 New
ADIM
1348
Alpha DNA Investment Management
Maryland
$206K -$2.12M -24,142 -91%
SM
1349
Sciencast Management
New Jersey
$205K -$518K -5,892 -70%
MW
1350
Marcum Wealth
Ohio
$205K -$9.06K -103 -4%
52 53
54
55 56