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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
YC
1451
Yarbrough Capital
Tennessee
$498K – – –
RC
1452
Rovin Capital
Arizona
$497K +$7.29K +87 +2%
TCM
1453
Telos Capital Management
California
$496K -$61.5K -735 -12%
BWP
1454
BSW Wealth Partners
Colorado
$495K +$20.1K +240 +5%
RWA
1455
River Wealth Advisors
Pennsylvania
$495K +$32.7K +391 +8%
LNB
1456
Ledyard National Bank
$494K +$86.9K +1,038 +24%
WPWM
1457
Western Pacific Wealth Management
Illinois
$494K – – –
AWE
1458
Avidian Wealth Enterprises
Texas
$494K -$2.09K -25 -0.5%
OL
1459
Optas LLC
Texas
$494K +$5.95K +71 +1%
CH
1460
Cromwell Holdings
Wyoming
$491K +$244K +2,911 +118%
DI
1461
DAGCO Inc
Ohio
$490K – – –
AWM
1462
Ameliora Wealth Management
Switzerland
$489K +$448K +5,355 New
OA
1463
Operose Advisors
Wisconsin
$488K +$670 +8 +0.1%
FFA
1464
Fi3 Financial Advisors
Indiana
$487K +$34.3K +410 +8%
WJWM
1465
Williams Jones Wealth Management
New York
$486K +$193K +2,307 +76%
WA
1466
Waddell & Associates
Tennessee
$486K +$105K +1,249 +31%
FNBOO
1467
First National Bank of Omaha
Nebraska
$484K -$20.9K -250 -5%
BHBT
1468
Burke & Herbert Bank & Trust
Virginia
$484K – – –
FHA
1469
First Horizon Advisors
Tennessee
$483K +$167K +1,997 +61%
DIM
1470
Delta Investment Management
California
$482K +$2.43K +29 +0.6%
KW
1471
Keyvantage Wealth
Pennsylvania
$482K +$48.3K +577 +12%
SIG
1472
Stonegate Investment Group
Alabama
$481K +$198K +2,368 +81%
TCWA
1473
Turtle Creek Wealth Advisors
Texas
$480K +$441K +5,263 New
AA
1474
Advisory Alpha
Michigan
$480K +$21.6K +258 +5%
LCWP
1475
Legacy Capital Wealth Partners
Arkansas
$477K -$233K -2,777 -35%
57 58
59
60 61