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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1401
Belpointe Asset Management
Nevada
$560K +$35.3K +421 +7%
QWP
1402
Quotient Wealth Partners
Texas
$559K +$128K +1,532 +33%
HHAA
1403
Henry H. Armstrong Associates
Pennsylvania
$556K -$377K -4,500 -42%
AFP
1404
Ausdal Financial Partners
Iowa
$555K -$94.7K -1,131 -16%
AFT
1405
Alpha Family Trust
California
$554K – – –
WC
1406
Waterloo Capital
Texas
$553K +$54.9K +656 +12%
GIA
1407
Gladstone Institutional Advisory
Florida
$553K +$77.5K +925 +18%
NRD
1408
Nebula Research & Development
New York
$552K +$506K +6,045 New
FT
1409
Fiduciary Trust
Massachusetts
$544K +$18.3K +218 +4%
WQ
1410
Wealth Quarterback
New Jersey
$544K -$12.1K -145 -2%
SC
1411
SouthState Corp
Florida
$544K -$9.46K -113 -2%
HBT
1412
Heartland Bank & Trust
Illinois
$544K -$6.78K -81 -1%
RZH
1413
Relyea Zuckerberg Hanson
Connecticut
$543K +$26.5K +316 +6%
PI
1414
PFG Investments
New York
$543K +$46.1K +550 +10%
FMLI
1415
Fukoku Mutual Life Insurance
Japan
$541K -$66.4K -793 -12%
SHFA
1416
SS&H Financial Advisors
Michigan
$538K – – –
PWP
1417
Principle Wealth Partners
Connecticut
$537K +$9.46K +113 +2%
RWM
1418
Revisor Wealth Management
Ohio
$535K +$482K +5,754 New
MWA
1419
Monograph Wealth Advisors
California
$531K +$251 +3 +0.1%
PF
1420
Phoenix Financial
Israel
$530K +$85.3K +1,019 +21%
WAS
1421
WESPAC Advisors SoCal
California
$530K – – –
VAMG
1422
Voisard Asset Management Group
Michigan
$529K +$4.86K +58 +1%
KFP
1423
KMG Fiduciary Partners
Ohio
$529K -$8.29K -99 -2%
PMFA
1424
Plante Moran Financial Advisors
Michigan
$527K -$83K -991 -15%
RWP
1425
Ridgecrest Wealth Partners
California
$526K – – –
55 56
57
58 59