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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
1326
Crescent Grove Advisors
Illinois
$518K – – –
NP
1327
NorthRock Partners
Minnesota
$516K -$19.9K -254 -4%
LAM
1328
L2 Asset Management
Massachusetts
$514K +$49.2K +627 +11%
PA
1329
Procyon Advisors
Connecticut
$514K +$135K +1,719 +35%
CA
1330
Carson Advisory
Georgia
$513K – – –
CWM
1331
Cornerstone Wealth Management
Missouri
$513K +$10.4K +132 +2%
RCAG
1332
Rehmann Capital Advisory Group
Michigan
$512K -$4.47K -57 -0.9%
MSFS
1333
Main Street Financial Solutions
Pennsylvania
$511K -$15.4K -196 -3%
EW
1334
Evoke Wealth
California
$506K +$17K +216 +3%
LSA
1335
Leonteq Securities AG
Switzerland
$504K +$101K +1,286 +25%
LFG
1336
Larson Financial Group
Missouri
$504K -$104K -1,330 -17%
WAM
1337
WNY Asset Management
New York
$503K -$30.3K -386 -6%
BEI
1338
Benjamin Edwards Inc
Missouri
$503K +$43.7K +557 +9%
PCP
1339
Proficio Capital Partners
Massachusetts
$500K +$33.4K +426 +7%
IFPG
1340
Intrepid Financial Planning Group
Indiana
$493K -$21.2K -270 -4%
FLI
1341
Family Legacy Inc
South Carolina
$493K – – –
CCWM
1342
Cassaday & Co Wealth Management
Virginia
$493K +$141K +1,800 +40%
CWM
1343
Centurion Wealth Management
Virginia
$493K – – –
SWA
1344
SFMG Wealth Advisors
Texas
$493K -$53.7K -684 -10%
NHT
1345
New Hampshire Trust
New Hampshire
$491K -$12.7K -162 -3%
OWA
1346
Octavia Wealth Advisors
Ohio
$491K -$30.5K -389 -6%
CW
1347
CreativeOne Wealth
Kansas
$488K +$52.8K +673 +12%
MAC
1348
Mason & Associates (California)
California
$488K -$78 -1 -0%
VCM
1349
Virtue Capital Management
Tennessee
$485K +$86.3K +1,100 +22%
MWM
1350
Meridian Wealth Management
Kentucky
$485K +$10.7K +136 +2%
52 53
54
55 56