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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1451
Claro Advisors
Massachusetts
$381K +$36.2K +461 +10%
AWAP
1452
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$379K -$40.9K -521 -10%
MJP
1453
Michael J. Puzo
$378K +$379K +4,828 New
CS
1454
Cannell & Spears
New York
$378K -$35.2K -448 -8%
PF
1455
Phoenix Financial
Israel
$378K -$38.3K -488 -9%
PBK
1456
Peoples Bank (Kansas)
Kansas
$377K -$785 -10 -0.2%
KW
1457
Keyvantage Wealth
Pennsylvania
$369K -$58.7K -748 -14%
SW
1458
Simplicity Wealth
New Jersey
$368K -$29.5K -376 -7%
IWA
1459
Icon Wealth Advisors
Texas
$367K +$26K +331 +8%
WP
1460
Westmount Partners
California
$364K -$395K -5,036 -52%
OIM
1461
Orca Investment Management
Oregon
$364K – – –
EWS
1462
Eagle Wealth Strategies
New Jersey
$362K +$2.43K +31 +0.7%
SIMG
1463
Sonora Investment Management Group
Arizona
$362K -$14.7K -187 -4%
PA
1464
PharVision Advisers
Florida
$362K -$25.8K -329 -7%
APP
1465
Avantax Planning Partners
Iowa
$361K -$53.2K -678 -13%
RT
1466
Rockland Trust
Massachusetts
$361K +$362K +4,610 New
AO
1467
Advisor OS
Illinois
$360K +$361K +4,595 New
QWP
1468
Quotient Wealth Partners
Texas
$360K +$37.6K +479 +12%
MAWA
1469
Moss Adams Wealth Advisors
Washington
$357K +$89.9K +1,145 +34%
STA
1470
Smith Thornton Advisors
Alabama
$356K +$14.8K +189 +4%
BWM
1471
Bernard Wealth Management
Michigan
$356K +$64.8K +825 +22%
RW
1472
RVW Wealth
California
$355K +$355K +4,529 New
S
1473
SimplyRich
California
$353K – – –
MGWM
1474
Marks Group Wealth Management
Minnesota
$352K – – –
JSW
1475
Journey Strategic Wealth
New Jersey
$351K +$10.6K +135 +3%
57 58
59
60 61