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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1351
WealthSource Partners
California
$380K +$52.7K +912 +20%
FIM
1352
Freedom Investment Management
Connecticut
$378K +$317K +5,490 New
SIMG
1353
Sonora Investment Management Group
Arizona
$377K +$6.35K +110 +2%
AWM
1354
Aberdeen Wealth Management
Illinois
$376K +$58 +1 +0%
CCA
1355
Childress Capital Advisors
Texas
$375K -$231 -4 -0.1%
KP
1356
Keel Point
Alabama
$375K +$29.6K +512 +10%
PBK
1357
Peoples Bank (Kansas)
Kansas
$374K -$46.8K -810 -13%
LAM
1358
L2 Asset Management
Massachusetts
$373K +$304K +5,262 +3,417%
MG
1359
Mather Group
Illinois
$372K -$113K -1,955 -27%
KWM
1360
Keating Wealth Management
Colorado
$369K +$310K +5,370 New
DAM
1361
Doheny Asset Management
California
$369K -$243K -4,200 -44%
ST
1362
Smithfield Trust
Pennsylvania
$368K +$5.14K +89 +2%
OPWM
1363
Oxinas Partners Wealth Management
Indiana
$367K +$347 +6 +0.1%
LPAM
1364
Lodestar Private Asset Management
California
$367K +$3.06K +53 +1%
MGWM
1365
Marks Group Wealth Management
Minnesota
$365K +$2.43K +42 +0.8%
BHBT
1366
Burke & Herbert Bank & Trust
Virginia
$365K – – –
CIS
1367
Custom Index Systems
New York
$363K +$305K +5,278 New
AFP
1368
Ausdal Financial Partners
Iowa
$363K +$5.6K +97 +2%
KCM
1369
KRS Capital Management
Michigan
$363K -$58.9K -1,020 -16%
SW
1370
SteelPeak Wealth
California
$361K +$33.4K +579 +12%
CRC
1371
Curi RMB Capital
Illinois
$360K +$58.4K +1,011 +24%
AC
1372
Avestar Capital
New York
$359K +$47.7K +826 +19%
VCM
1373
Virtue Capital Management
Tennessee
$358K -$137K -2,370 -31%
EWM
1374
Evermay Wealth Management
Virginia
$356K -$1.85K -32 -0.6%
HCP
1375
Hexagon Capital Partners
Arkansas
$355K -$13.2K -229 -4%
53 54
55
56 57