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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
OPA
1376
Old Port Advisors
Maine
$709K +$182 +2 +0%
SFG
1377
Shum Financial Group
California
$708K +$125K +1,369 +22%
MFWP
1378
Mosaic Family Wealth Partners
Missouri
$705K +$697K +7,643 New
PCP
1379
Proficio Capital Partners
Massachusetts
$697K +$688K +7,549 New
JRPIM
1380
Journey Retirement Planning & Investment Management
Idaho
$695K +$88K +965 +15%
LC
1381
LCNB Corp
Ohio
$695K -$20K -219 -3%
TWP
1382
Triad Wealth Partners
Kansas
$693K -$697K -7,643 -54%
MPWT
1383
MassMutual Private Wealth & Trust
Connecticut
$690K -$49.2K -540 -7%
VA
1384
VestGen Advisors
Illinois
$690K +$105K +1,149 +18%
CA
1385
Carson Advisory
Georgia
$689K +$83.1K +911 +14%
FFS
1386
Founders Financial Securities
Maryland
$688K -$12K -132 -2%
UIM
1387
Unified Investment Management
Georgia
$683K +$1.09K +12 +0.2%
CCA
1388
Coign Capital Advisors
Utah
$681K +$13.4K +147 +2%
CAG
1389
Compass Advisory Group
New York
$680K – – –
LFAS
1390
Level Four Advisory Services
Texas
$680K +$127K +1,391 +23%
CIM
1391
Cambria Investment Management
California
$678K +$108K +1,187 +19%
OWA
1392
Opal Wealth Advisors
New York
$676K +$265K +2,907 +66%
NW
1393
Naviter Wealth
Arkansas
$676K +$26.4K +289 +4%
VWM
1394
Vigilare Wealth Management
Arizona
$674K -$5.02K -55 -0.7%
XT
1395
XTX Topco
Cayman Islands
$674K -$843K -9,241 -56%
LMFP
1396
Larry Mathis Financial Planning
Arizona
$672K – – –
AI
1397
Accredited Investors
Minnesota
$672K – – –
VEM
1398
Vann Equity Management
Texas
$663K +$36.3K +398 +6%
AP
1399
Advisortrust Partners
North Carolina
$662K +$93.9K +1,030 +17%
FFO
1400
Fiduciary Family Office
Florida
$662K +$258K +2,830 +65%
54 55
56
57 58