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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MG
1351
Mather Group
Illinois
$484K +$20.9K +266 +4%
SFS
1352
Strategic Financial Services
New York
$484K
TCM
1353
Telos Capital Management
California
$483K -$125K -1,598 -21%
MAM
1354
Milestone Asset Management
Pennsylvania
$482K +$4.63K +59 +1%
WQ
1355
Wealth Quarterback
New Jersey
$478K +$2.75K +35 +0.6%
MPWT
1356
MassMutual Private Wealth & Trust
Connecticut
$476K +$51.2K +652 +12%
SC
1357
SouthState Corp
Florida
$475K +$461K +5,880 +3,079%
AFT
1358
Alpha Family Trust
California
$475K
FWCM
1359
Ferguson Wellman Capital Management
Oregon
$474K +$247K +3,143 +108%
Connor, Clark & Lunn Investment Management (CC&L)
1360
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$474K -$579K -7,372 -55%
HBT
1361
Heartland Bank & Trust
Illinois
$473K -$162K -2,060 -25%
BOM
1362
Bank of Marin
California
$472K +$34.4K +438 +8%
MSRI
1363
Michael S. Ryan Inc
New York
$470K
PWPS
1364
Pinnacle Wealth Planning Services
Ohio
$468K +$14.7K +187 +3%
WF
1365
Whelan Financial
California
$462K +$464K +5,906 New
SHFA
1366
SS&H Financial Advisors
Michigan
$462K
KFP
1367
KMG Fiduciary Partners
Ohio
$462K -$23.5K -299 -5%
ACM
1368
Avalon Capital Management
California
$460K -$13.7K -175 -3%
MWA
1369
Monograph Wealth Advisors
California
$455K -$19.7K -251 -4%
TPI
1370
Trust Point Inc
Wisconsin
$455K -$134K -1,706 -23%
WAS
1371
WESPAC Advisors SoCal
California
$454K
SM
1372
Sweeney & Michel
California
$454K +$510K +6,496 New
KA
1373
Klingman & Associates
New York
$453K +$134K +1,704 +42%
PWP
1374
Principle Wealth Partners
Connecticut
$452K
RWP
1375
Ridgecrest Wealth Partners
California
$452K