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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
1326
N.E.W. Advisory Services
Wisconsin
$863K +$190 +2 +0%
QWM
1327
Quadcap Wealth Management
Texas
$861K -$5.41K -57 -0.7%
IWAO
1328
Independence Wealth Advisors (Ohio)
Ohio
$860K +$817K +8,611 New
CIA
1329
Capital Investment Advisors
Georgia
$860K -$11.5K -121 -1%
FCP
1330
Fidelis Capital Partners
Florida
$856K +$4.46K +47 +0.6%
PFBT
1331
Parkside Financial Bank & Trust
Missouri
$854K +$32K +337 +4%
TWA
1332
TCI Wealth Advisors
Arizona
$854K -$6.55K -69 -0.8%
BPW
1333
BlueDoor Private Wealth
Massachusetts
$851K +$808K +8,521 New
SWA
1334
SFMG Wealth Advisors
Texas
$849K +$187K +1,973 +30%
HWA
1335
HMV Wealth Advisors
Louisiana
$848K – – –
EFG
1336
Ethos Financial Group
Pennsylvania
$846K +$53.7K +566 +7%
FCH
1337
Freestone Capital Holdings
Washington
$844K -$21.2K -223 -3%
BTW
1338
Boston Trust Walden
Massachusetts
$841K -$23.7K -250 -3%
BC
1339
Bridgefront Capital
Texas
$841K -$342K -3,609 -30%
Q
1340
QVR
California
$837K +$795K +8,382 New
KA
1341
Klingman & Associates
New York
$828K +$8.82K +93 +1%
MPWT
1342
MassMutual Private Wealth & Trust
Connecticut
$827K +$24K +253 +3%
RAM
1343
Ramirez Asset Management
New York
$826K – – –
SIA
1344
SkyView Investment Advisors
New Jersey
$825K -$27.6K -291 -3%
NWAG
1345
Net Worth Advisory Group
Utah
$817K +$776K +8,181 New
DJSG
1346
D.J. St. Germain
Massachusetts
$812K -$46.6K -491 -6%
TAFW
1347
Tred Avon Family Wealth
Maryland
$811K +$24.1K +254 +3%
OPWM
1348
Oregon Pacific Wealth Management
Oregon
$810K -$23.9K -252 -3%
LWM
1349
Lyell Wealth Management
California
$807K +$34.6K +365 +5%
MG
1350
Mather Group
Illinois
$806K +$79.9K +842 +12%
52 53
54
55 56