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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
JIR
1376
James Investment Research
Ohio
$380K – – –
BPCA
1377
Bank Pictet & Cie (Asia)
Singapore
$380K – – –
CCG
1378
Coastwise Capital Group
California
$379K -$88.3K -1,196 -19%
RWA
1379
River Wealth Advisors
Pennsylvania
$379K +$42.8K +580 +13%
ST
1380
Smithfield Trust
Pennsylvania
$378K -$4.95K -67 -1%
OWP
1381
Obermeyer Wealth Partners
Colorado
$377K +$10.3K +139 +3%
LPAM
1382
Lodestar Private Asset Management
California
$376K -$19.5K -264 -5%
GWMR
1383
GC Wealth Management RIA
Massachusetts
$376K -$1.4K -19 -0.4%
SIG
1384
Sky Investment Group
Connecticut
$375K +$36.9K +500 +11%
OPWM
1385
Oxinas Partners Wealth Management
Indiana
$372K -$7.09K -96 -2%
CFGS
1386
Concourse Financial Group Securities
Alabama
$372K -$57.9K -784 -13%
BJL
1387
Brighton Jones LLC
Washington
$371K -$55K -745 -13%
CFS
1388
Coordinated Financial Services
Colorado
$369K -$7.02K -95 -2%
VCM
1389
Viewpoint Capital Management
Washington
$368K – – –
BP
1390
BBR Partners
New York
$368K +$369K +5,000 New
TCA
1391
Transcend Capital Advisors
New Jersey
$367K +$53.6K +725 +17%
FBFS
1392
First Business Financial Services
Wisconsin
$367K +$69.1K +935 +23%
EW
1393
Enzi Wealth
Texas
$366K -$14.3K -193 -4%
QWP
1394
Quotient Wealth Partners
Texas
$364K +$55.8K +756 +18%
AWE
1395
Avidian Wealth Enterprises
Texas
$361K +$362K +4,904 New
NRW
1396
Nova R Wealth
Kansas
$361K +$7.83K +106 +2%
MWM
1397
Modern Wealth Management
Kansas
$359K +$11.6K +157 +3%
PFA
1398
Pure Financial Advisors
California
$358K -$1.85K -25 -0.5%
OMIC
1399
Old Mission Investment Co
Michigan
$354K – – –
ICM
1400
Islay Capital Management
Texas
$352K +$9.6K +130 +3%
54 55
56
57 58