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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1326
Bard Financial Services
Connecticut
$271K +$379K +5,175 New
SGCA
1327
Steel Grove Capital Advisors
Tennessee
$270K +$377K +5,155 New
APWM
1328
Atlas Private Wealth Management
New York
$269K +$61.4K +838 +20%
NRW
1329
Nova R Wealth
Kansas
$268K +$4.76K +65 +1%
EW
1330
Evoke Wealth
California
$267K +$170K +2,327 +84%
RWM
1331
Ritholtz Wealth Management
New York
$266K -$399K -5,448 -52%
FC
1332
Fusion Capital
South Carolina
$266K +$372K +5,086 New
PI
1333
PFS Investments
Georgia
$266K -$1.11M -15,198 -74%
CCM
1334
Chilton Capital Management
Texas
$265K -$43.5K -594 -11%
PWM
1335
Purus Wealth Management
California
$264K +$98.1K +1,339 +36%
GFP
1336
Gryphon Financial Partners
Ohio
$264K -$30.9K -422 -8%
AC
1337
Allstate Corporation
Illinois
$263K -$3.7M -50,495 -91%
EL
1338
EMFO LLC
Florida
$262K +$366K +5,000 New
CWP
1339
Curated Wealth Partners
California
$260K +$364K +4,971 New
NSB
1340
Norway Savings Bank
Maine
$260K -$3.66K -50 -1%
RWA
1341
River Wealth Advisors
Pennsylvania
$260K +$40K +546 +12%
AWAP
1342
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$259K +$153K +2,096 +73%
GG
1343
Golden Green
South Carolina
$259K +$362K +4,944 New
TF
1344
Tompkins Financial
New York
$258K – – –
MG
1345
Marex Group
$255K +$357K +4,874 New
NFP
1346
Narus Financial Partners
Utah
$255K +$108K +1,470 +43%
NEWAS
1347
N.E.W. Advisory Services
Wisconsin
$255K +$4.76K +65 +1%
BWP
1348
BSW Wealth Partners
Colorado
$254K -$112K -1,525 -24%
SG
1349
StoneX Group
New York
$254K +$148K +2,027 +72%
EI
1350
Ellevest Inc
New York
$253K -$226K -3,088 -39%
52 53
54
55 56