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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
IFU
1351
iSAM Funds (UK)
United Kingdom
$344K +$349K +5,314 New
BHBT
1352
Burke & Herbert Bank & Trust
Virginia
$343K – – –
OIM
1353
Orca Investment Management
Oregon
$342K -$37.4K -569 -10%
HCP
1354
Hexagon Capital Partners
Arkansas
$342K -$263 -4 -0.1%
RZH
1355
Relyea Zuckerberg Hanson
Connecticut
$341K -$6.77K -103 -2%
EW
1356
Enzi Wealth
Texas
$339K – – –
PWPS
1357
Pinnacle Wealth Planning Services
Ohio
$339K -$4.86K -74 -1%
BFO
1358
Biltmore Family Office
North Carolina
$338K +$162K +2,471 +90%
VCM
1359
Virtue Capital Management
Tennessee
$335K +$1.71K +26 +0.5%
TCM
1360
Twin Capital Management
Pennsylvania
$335K -$9K -137 -3%
JIR
1361
James Investment Research
Ohio
$334K – – –
SIG
1362
Sky Investment Group
Connecticut
$333K +$3.94K +60 +1%
OWP
1363
Obermeyer Wealth Partners
Colorado
$331K – – –
RWA
1364
River Wealth Advisors
Pennsylvania
$331K -$1.91K -29 -0.6%
LPAM
1365
Lodestar Private Asset Management
California
$331K +$131 +2 +0%
KP
1366
Keel Point
Alabama
$328K -$14K -213 -4%
PTC
1367
Private Trust Company
Ohio
$328K -$43.7K -665 -12%
BJL
1368
Brighton Jones LLC
Washington
$327K +$394 +6 +0.1%
TCOTS
1369
Trust Company of the South
North Carolina
$324K +$329K +5,005 New
DI
1370
DAGCO Inc
Ohio
$324K -$82.1K -1,250 -20%
BP
1371
BBR Partners
New York
$324K – – –
MPWT
1372
MassMutual Private Wealth & Trust
Connecticut
$323K -$52.7K -803 -14%
AWE
1373
Avidian Wealth Enterprises
Texas
$323K +$5.39K +82 +2%
MWM
1374
Modern Wealth Management
Kansas
$322K +$6.57K +100 +2%
VCM
1375
Viewpoint Capital Management
Washington
$322K – – –
53 54
55
56 57