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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LP
1476
LMR Partners
United Kingdom
$541K +$535K +5,865 New
SW
1477
Simplicity Wealth
New Jersey
$541K -$30.5K -334 -5%
GSB
1478
Greenfield Savings Bank
Massachusetts
$541K -$16.4K -180 -3%
GCM
1479
Gambit Capital Management
Tennessee
$540K -$3.92K -43 -0.7%
KA
1480
KLCM Advisors
Wisconsin
$537K -$10.1K -111 -2%
MWA
1481
Monograph Wealth Advisors
California
$537K – – –
MHR
1482
Matthew Hamilton Rosenberg
$536K +$14K +154 +3%
JF
1483
Jericho Financial
Ohio
$535K -$25.4K -279 -5%
FT
1484
Fiduciary Trust
Massachusetts
$534K -$208K -2,284 -28%
FWP
1485
Forefront Wealth Partners
Texas
$533K +$43.1K +473 +9%
CWA
1486
Canvas Wealth Advisors
Kansas
$533K -$48.6K -533 -8%
LA
1487
LVW Advisors
New York
$530K -$78.9K -865 -13%
SW
1488
SteelPeak Wealth
California
$529K +$257K +2,813 +96%
DI
1489
Diligent Investors
California
$529K +$22.8K +250 +5%
FBT
1490
First Bank & Trust
South Dakota
$529K -$35.7K -391 -6%
CWM
1491
Centurion Wealth Management
Virginia
$526K -$38K -417 -7%
MAC
1492
Mason & Associates (California)
California
$524K -$9.12K -100 -2%
HTC
1493
Haverford Trust Company
Pennsylvania
$524K +$77.9K +854 +18%
LGA
1494
Lebenthal Global Advisors
New York
$524K -$2.1M -23,033 -80%
IB
1495
Intrust Bank
Kansas
$524K -$8.66K -95 -2%
JEST
1496
JTC Employer Solutions Trustee
Jersey
$523K – – –
TWIM
1497
TIAA Wealth Investment Management
New York
$522K +$70.3K +771 +16%
SCP
1498
Sivia Capital Partners
California
$520K +$304K +3,333 +145%
UFA
1499
Unify Financial Advisors
Florida
$520K – – –
BBA
1500
Baader Bank Aktiengesellschaft
Germany
$520K +$64K +702 +14%
58 59
60
61 62