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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1376
CoreCap Advisors
Michigan
$405K -$186K -2,484 -31%
KCM
1377
KRS Capital Management
Michigan
$405K -$29.3K -392 -7%
TNBTD
1378
Trustmark National Bank Trust Department
Mississippi
$405K -$136K -1,814 -25%
AA
1379
Addison Advisors
Vermont
$404K – – –
KW
1380
Keyvantage Wealth
Pennsylvania
$404K +$408K +5,456 New
YC
1381
Yarbrough Capital
Tennessee
$404K – – –
MPWT
1382
MassMutual Private Wealth & Trust
Connecticut
$401K +$32.7K +437 +9%
PI
1383
PFG Investments
New York
$401K -$17.1K -229 -4%
WPWM
1384
Western Pacific Wealth Management
Illinois
$401K +$84.6K +1,130 +26%
RZH
1385
Relyea Zuckerberg Hanson
Connecticut
$401K +$11.1K +148 +3%
NRS
1386
Neville Rodie & Shaw
New York
$400K -$3.74K -50 -0.9%
MHR
1387
Matthew Hamilton Rosenberg
$400K -$1.87K -25 -0.5%
OW
1388
Olistico Wealth
Oklahoma
$398K +$150 +2 +0%
DI
1389
DAGCO Inc
Ohio
$398K +$28.1K +375 +8%
PTC
1390
Private Trust Company
Ohio
$397K +$23.1K +309 +6%
AWAP
1391
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$397K +$524 +7 +0.1%
CG
1392
CFO4Life Group
Texas
$393K -$20.3K -271 -5%
BHBT
1393
Burke & Herbert Bank & Trust
Virginia
$392K – – –
RC
1394
Rovin Capital
Arizona
$392K -$98.7K -1,319 -20%
APP
1395
Avantax Planning Partners
Iowa
$392K -$20.7K -276 -5%
PF
1396
Phoenix Financial
Israel
$391K -$6.9M -92,223 -95%
AWE
1397
Avidian Wealth Enterprises
Texas
$391K +$22.4K +299 +6%
CS
1398
Cannell & Spears
New York
$390K +$33.5K +448 +9%
GWS
1399
Greykasell Wealth Strategies
California
$388K +$392K +5,236 New
CB
1400
CNB Bank
Pennsylvania
$386K -$8.61K -115 -2%
54 55
56
57 58