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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
1351
Burke & Herbert Bank & Trust
Virginia
$343K – – –
OIM
1352
Orca Investment Management
Oregon
$342K -$37.4K -569 -10%
HCP
1353
Hexagon Capital Partners
Arkansas
$342K -$263 -4 -0.1%
RZH
1354
Relyea Zuckerberg Hanson
Connecticut
$341K -$6.77K -103 -2%
EW
1355
Enzi Wealth
Texas
$339K – – –
PWPS
1356
Pinnacle Wealth Planning Services
Ohio
$339K -$4.86K -74 -1%
BFO
1357
Biltmore Family Office
North Carolina
$338K +$162K +2,471 +90%
VCM
1358
Virtue Capital Management
Tennessee
$335K +$1.71K +26 +0.5%
TCM
1359
Twin Capital Management
Pennsylvania
$335K -$9K -137 -3%
JIR
1360
James Investment Research
Ohio
$334K – – –
SIG
1361
Sky Investment Group
Connecticut
$333K +$3.94K +60 +1%
OWP
1362
Obermeyer Wealth Partners
Colorado
$331K – – –
RWA
1363
River Wealth Advisors
Pennsylvania
$331K -$1.91K -29 -0.6%
LPAM
1364
Lodestar Private Asset Management
California
$331K +$131 +2 +0%
KP
1365
Keel Point
Alabama
$328K -$14K -213 -4%
PTC
1366
Private Trust Company
Ohio
$328K -$43.7K -665 -12%
BJL
1367
Brighton Jones LLC
Washington
$327K +$394 +6 +0.1%
TCOTS
1368
Trust Company of the South
North Carolina
$324K +$329K +5,005 New
DI
1369
DAGCO Inc
Ohio
$324K -$82.1K -1,250 -20%
BP
1370
BBR Partners
New York
$324K – – –
MPWT
1371
MassMutual Private Wealth & Trust
Connecticut
$323K -$52.7K -803 -14%
AWE
1372
Avidian Wealth Enterprises
Texas
$323K +$5.39K +82 +2%
MWM
1373
Modern Wealth Management
Kansas
$322K +$6.57K +100 +2%
VCM
1374
Viewpoint Capital Management
Washington
$322K – – –
SIMG
1375
Sonora Investment Management Group
Arizona
$322K -$26.7K -407 -8%
53 54
55
56 57