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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
1376
Founders Financial Securities
Maryland
$688K -$12K -132 -2%
UIM
1377
Unified Investment Management
Georgia
$683K +$1.09K +12 +0.2%
CCA
1378
Coign Capital Advisors
Utah
$681K +$13.4K +147 +2%
CAG
1379
Compass Advisory Group
New York
$680K – – –
LFAS
1380
Level Four Advisory Services
Texas
$680K +$127K +1,391 +23%
CIM
1381
Cambria Investment Management
California
$678K +$108K +1,187 +19%
OWA
1382
Opal Wealth Advisors
New York
$676K +$265K +2,907 +66%
NW
1383
Naviter Wealth
Arkansas
$676K +$26.4K +289 +4%
VWM
1384
Vigilare Wealth Management
Arizona
$674K -$5.02K -55 -0.7%
XT
1385
XTX Topco
Cayman Islands
$674K -$843K -9,241 -56%
LMFP
1386
Larry Mathis Financial Planning
Arizona
$672K – – –
AI
1387
Accredited Investors
Minnesota
$672K – – –
VEM
1388
Vann Equity Management
Texas
$663K +$36.3K +398 +6%
AP
1389
Advisortrust Partners
North Carolina
$662K +$93.9K +1,030 +17%
FFO
1390
Fiduciary Family Office
Florida
$662K +$258K +2,830 +65%
A
1391
Argentarii
Ohio
$661K +$345K +3,780 +160%
NG
1392
Novem Group
New York
$657K -$32.3K -354 -5%
LSA
1393
Leonteq Securities AG
Switzerland
$656K +$55.7K +611 +9%
OFS
1394
OneAscent Financial Services
Alabama
$655K -$82.9K -909 -11%
RZH
1395
Relyea Zuckerberg Hanson
Connecticut
$653K +$14.6K +160 +2%
MWM
1396
MOR Wealth Management
Pennsylvania
$652K +$300K +3,295 +87%
SBFM
1397
S-Bank Fund Management
Finland
$649K -$734K -8,054 -53%
OPCM
1398
Osborne Partners Capital Management
California
$649K – – –
HBW
1399
Hazlett, Burt & Watson
West Virginia
$646K +$105K +1,153 +20%
AAM
1400
Auxier Asset Management
Oregon
$645K +$2.28K +25 +0.4%
54 55
56
57 58