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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1376
Tempus Wealth Planning
California
$451K -$7.22K -92 -2%
FT
1377
Fiduciary Trust
Massachusetts
$450K +$20.9K +266 +5%
SHGA
1378
Sand Hill Global Advisors
California
$450K – – –
VAMG
1379
Voisard Asset Management Group
Michigan
$450K +$314 +4 +0.1%
DI
1380
Diligent Investors
California
$449K – – –
BAM
1381
Belpointe Asset Management
Nevada
$448K -$442K -5,633 -50%
MWA
1382
Moser Wealth Advisors
Washington
$447K -$19.6K -250 -4%
JAG
1383
Journey Advisory Group
Kentucky
$446K -$35.3K -450 -7%
JEST
1384
JTC Employer Solutions Trustee
Jersey
$444K +$261K +3,320 +141%
WB
1385
WesBanco Bank
West Virginia
$441K -$57.5K -733 -12%
RZH
1386
Relyea Zuckerberg Hanson
Connecticut
$441K +$17.4K +222 +4%
HTC
1387
Haverford Trust Company
Pennsylvania
$438K -$78 -1 -0%
AAS
1388
Ameritas Advisory Services
Nebraska
$436K +$1.8K +23 +0.4%
FNBOO
1389
First National Bank of Omaha
Nebraska
$434K -$270K -3,440 -38%
PPW
1390
Parcion Private Wealth
Washington
$434K +$435K +5,548 New
PTC
1391
Private Trust Company
Ohio
$433K +$13.2K +168 +3%
AC
1392
ASB Consultores
Florida
$432K -$90.7K -1,155 -17%
LFM
1393
LGT Fund Management
Liechtenstein
$431K – – –
NCFG
1394
New Century Financial Group
New Jersey
$430K -$842K -10,734 -66%
CAWM
1395
Capital A Wealth Management
Pennsylvania
$429K – – –
CIEC
1396
Crédit Industriel et Commercial
France
$429K +$430K +5,478 New
KCM
1397
KRS Capital Management
Michigan
$429K +$235 +3 +0.1%
AA
1398
Addison Advisors
Vermont
$429K +$1.18K +15 +0.3%
AF
1399
Aviso Financial
Ontario, Canada
$428K +$98.7K +1,258 +30%
RFP
1400
Root Financial Partners
California
$428K -$854K -10,883 -67%
54 55
56
57 58