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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FNA
1326
First National Advisers
Nebraska
$708K – – –
HWMO
1327
Heritage Wealth Management (Ohio)
Ohio
$707K -$570 -6 -0.1%
TPI
1328
Trust Point Inc
Wisconsin
$707K +$2.28K +24 +0.3%
JCIA
1329
Jackson Creek Investment Advisors
Colorado
$701K -$36.9K -389 -5%
BWP
1330
Burling Wealth Partners
Illinois
$701K – – –
IIA
1331
Integral Investment Advisors
California
$697K – – –
KWA
1332
Kingswood Wealth Advisors
California
$695K -$159K -1,671 -19%
NRS
1333
Neville Rodie & Shaw
New York
$695K +$21.8K +230 +3%
BG
1334
Bahl & Gaynor
Ohio
$693K +$1.52K +16 +0.2%
MG
1335
Mather Group
Illinois
$690K +$55.8K +588 +9%
GAM
1336
Gemmer Asset Management
California
$686K -$263K -2,770 -28%
BEI
1337
Benjamin Edwards Inc
Missouri
$684K +$13K +137 +2%
UIM
1338
Unified Investment Management
Georgia
$683K -$56.8K -598 -8%
IC
1339
Inscription Capital
Texas
$683K +$397K +4,185 +141%
RCAG
1340
Rehmann Capital Advisory Group
Michigan
$680K +$49.8K +525 +8%
KCM
1341
Kathmere Capital Management
Pennsylvania
$677K +$88.7K +935 +15%
PI
1342
PFG Investments
New York
$675K +$106K +1,115 +19%
AT
1343
Avalon Trust
New Mexico
$672K +$3.8K +40 +0.6%
CGH
1344
CMG Global Holdings
Texas
$672K +$1.23K +13 +0.2%
UWS
1345
Unique Wealth Strategies
Illinois
$671K -$37.7K -397 -5%
NWMP
1346
Noble Wealth Management PBC
Colorado
$671K +$667K +7,025 New
NW
1347
Naviter Wealth
Arkansas
$669K +$6.08K +64 +0.9%
EI
1348
Ellevest Inc
New York
$668K -$14.7K -155 -2%
SFO
1349
Stokes Family Office
Louisiana
$665K -$23.5K -248 -3%
CAM
1350
Cozad Asset Management
Illinois
$661K +$95 +1 +0%
52 53
54
55 56