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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
YC
1401
Yarbrough Capital
Tennessee
$427K – – –
AWE
1402
Avidian Wealth Enterprises
Texas
$426K +$12.1K +154 +3%
JIR
1403
James Investment Research
Ohio
$425K +$21.9K +279 +5%
WPWM
1404
Western Pacific Wealth Management
Illinois
$424K – – –
WI
1405
WBI Investments
New Jersey
$424K +$68.1K +868 +19%
WC
1406
Waterloo Capital
Texas
$423K +$200K +2,550 +89%
MHR
1407
Matthew Hamilton Rosenberg
$423K – – –
AF
1408
Apexium Financial
Texas
$423K +$88.1K +1,123 +26%
PI
1409
PFG Investments
New York
$423K -$1.73K -22 -0.4%
KWA
1410
Kingswood Wealth Advisors
California
$422K -$14.4K -183 -3%
BMCM
1411
Bryn Mawr Capital Management
Pennsylvania
$421K +$45.2K +576 +12%
OW
1412
Olistico Wealth
Oklahoma
$421K +$78 +1 +0%
DI
1413
DAGCO Inc
Ohio
$421K – – –
RC
1414
Rovin Capital
Arizona
$419K +$5.34K +68 +1%
OA
1415
Operose Advisors
Wisconsin
$418K +$33.9K +432 +9%
TNBTD
1416
Trustmark National Bank Trust Department
Mississippi
$418K -$9.73K -124 -2%
OL
1417
Optas LLC
Texas
$418K +$49.4K +630 +13%
AWAU
1418
Alliance Wealth Advisors (Utah)
Utah
$416K +$417K +5,311 New
BHBT
1419
Burke & Herbert Bank & Trust
Virginia
$415K – – –
LAM
1420
Lountzis Asset Management
Pennsylvania
$414K -$310K -3,950 -43%
AWM
1421
Angeles Wealth Management
California
$412K +$5.81K +74 +1%
DIM
1422
Delta Investment Management
California
$412K +$413K +5,257 New
GWS
1423
Greykasell Wealth Strategies
California
$410K – – –
QPWM
1424
Quadrant Private Wealth Management
Pennsylvania
$409K -$29.4K -374 -7%
CB
1425
CNB Bank
Pennsylvania
$408K – – –
55 56
57
58 59