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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AU
1326
AlphaGrep UK
$822K +$8.34K +85 +1%
JIC
1327
Joel Isaacson & Co
New York
$820K -$23.8K -243 -3%
CWS
1328
Cypress Wealth Services
California
$818K +$1.37K +14 +0.2%
QWM
1329
Quadcap Wealth Management
Texas
$815K +$4.41K +45 +0.5%
FCP
1330
Fidelis Capital Partners
Florida
$813K +$7.94K +81 +0.9%
TCWA
1331
Turtle Creek Wealth Advisors
Texas
$812K +$110K +1,121 +15%
NEWAS
1332
N.E.W. Advisory Services
Wisconsin
$812K +$196 +2 +0%
MWM
1333
Modern Wealth Management
Kansas
$808K +$10.4K +106 +1%
PFBT
1334
Parkside Financial Bank & Trust
Missouri
$806K +$2.16K +22 +0.3%
LCGC
1335
Legacy Capital Group California
California
$803K -$121K -1,232 -13%
BPW
1336
BlueDoor Private Wealth
Massachusetts
$801K – – –
KA
1337
Klingman & Associates
New York
$791K +$12.3K +125 +2%
BWP
1338
Balboa Wealth Partners
Arizona
$790K -$140K -1,430 -15%
SWA
1339
SFMG Wealth Advisors
Texas
$786K -$13.4K -137 -2%
I
1340
InceptionR
California
$785K +$820K +8,358 New
CFO
1341
CVA Family Office
Colorado
$784K +$60.3K +615 +8%
ZBNA
1342
Zions Bancorporation, National Association
Utah
$784K -$342K -3,492 -30%
RAM
1343
Ramirez Asset Management
New York
$781K +$4.41K +45 +0.5%
PCM
1344
Polymer Capital Management
New York
$777K -$185K -1,888 -19%
HWA
1345
HMV Wealth Advisors
Louisiana
$775K -$23.7K -242 -3%
DJSG
1346
D.J. St. Germain
Massachusetts
$770K +$6.47K +66 +0.8%
CCWM
1347
Cassaday & Co Wealth Management
Virginia
$767K +$143K +1,457 +22%
KCP
1348
Kera Capital Partners
California
$763K -$51.8K -528 -6%
LWM
1349
Lyell Wealth Management
California
$759K – – –
PTP
1350
Platform Technology Partners
New York
$759K +$108K +1,102 +16%
52 53
54
55 56