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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1401
Fiduciary Alliance
South Carolina
$585K +$104K +1,098 +22%
RWB
1402
RMR Wealth Builders
New Jersey
$584K -$153K -1,613 -21%
UFF
1403
USA Financial Formulas
Michigan
$582K -$358K -3,768 -38%
HHAA
1404
Henry H. Armstrong Associates
Pennsylvania
$582K – – –
BBA
1405
Baader Bank Aktiengesellschaft
Germany
$581K +$579K +6,096 New
AFT
1406
Alpha Family Trust
California
$580K – – –
PWP
1407
Principle Wealth Partners
Connecticut
$571K +$8.92K +94 +2%
AWE
1408
Avidian Wealth Enterprises
Texas
$571K +$54.1K +570 +11%
RZH
1409
Relyea Zuckerberg Hanson
Connecticut
$571K +$2.75K +29 +0.5%
VC
1410
Vicus Capital
Pennsylvania
$569K +$565K +5,955 New
MAC
1411
Mason & Associates (California)
California
$566K -$28.5K -300 -5%
FMLI
1412
Fukoku Mutual Life Insurance
Japan
$566K – – –
CWM
1413
Cornerstone Wealth Management
Missouri
$566K -$50.2K -529 -8%
CGA
1414
Crescent Grove Advisors
Illinois
$565K -$23.6K -249 -4%
PCM
1415
Polymer Capital Management
New York
$564K +$107K +1,124 +23%
SC
1416
SouthState Corp
Florida
$563K -$5.32K -56 -0.9%
SHFA
1417
SS&H Financial Advisors
Michigan
$563K – – –
HBT
1418
Heartland Bank & Trust
Illinois
$563K -$6.08K -64 -1%
CCA
1419
Cypress Capital Advisors
Tennessee
$561K +$558K +5,879 New
CCA
1420
Childress Capital Advisors
Texas
$561K +$92.9K +979 +20%
OAM
1421
Oxford Asset Management
United Kingdom
$560K +$557K +5,870 New
KFP
1422
KMG Fiduciary Partners
Ohio
$559K +$5.32K +56 +1%
JAG
1423
Journey Advisory Group
Kentucky
$558K +$14.2K +150 +3%
WAM
1424
WNY Asset Management
New York
$558K -$46.3K -488 -8%
SCP
1425
Sivia Capital Partners
California
$556K +$121K +1,276 +28%
55 56
57
58 59