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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1376
Chilton Investment Company
Connecticut
$237K – – –
BFG
1377
Berger Financial Group
Minnesota
$236K +$330K +4,512 New
IFWM
1378
Institute for Wealth Management
Colorado
$236K +$16.5K +225 +5%
MWM
1379
Marion Wealth Management
Pennsylvania
$236K +$330K +4,500 New
DP
1380
Denver PWM
Colorado
$235K +$22.9K +313 +7%
ACA
1381
Affinity Capital Advisors
California
$233K +$34.6K +472 +12%
TWP
1382
Tempus Wealth Planning
California
$232K +$324K +4,422 New
CRC
1383
Curi RMB Capital
Illinois
$231K -$48K -656 -13%
WJA
1384
Willis Johnson & Associates
Texas
$231K +$11.1K +151 +4%
WG
1385
Welch Group
Alabama
$230K +$142K +1,937 +79%
SA
1386
Syntax Advisors
New York
$227K +$82.2K +1,123 +35%
VCG
1387
Vantage Consulting Group
Virginia
$227K +$82.2K +1,123 +35%
MTWM
1388
Masso Torrence Wealth Management
New Jersey
$226K +$316K +4,322 New
SFA
1389
Souders Financial Advisors
Ohio
$226K +$38.7K +529 +14%
LNB
1390
Ledyard National Bank
$225K -$193K -2,641 -38%
BWG
1391
Beta Wealth Group
California
$225K +$14.6K +200 +5%
JCM
1392
Jacobi Capital Management
Pennsylvania
$225K +$16.3K +223 +5%
FPWM
1393
FSB Premier Wealth Management
Iowa
$224K -$51.8K -708 -14%
ETIA
1394
Epic Trust Investment Advisors
Washington
$223K +$312K +4,266 New
CFO
1395
Collective Family Office
Pennsylvania
$223K +$312K +4,259 New
CWS
1396
Cypress Wealth Services
California
$223K +$59.3K +810 +24%
TFA
1397
Teamwork Financial Advisors
Texas
$220K -$38.8K -530 -11%
EWM
1398
Endurance Wealth Management
Rhode Island
$219K +$237K +3,230 +339%
TRIA
1399
Trail Ridge Investment Advisors
Colorado
$219K – – –
JDR
1400
Jay D. Rosenbaum
$219K +$1.61K +22 +0.5%
54 55
56
57 58