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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1476
Arista Wealth Management
Nevada
$554K -$9.39K -103 -2%
PE
1477
PCM Encore
Colorado
$552K -$54.7K -600 -9%
WAM
1478
WNY Asset Management
New York
$552K +$13.2K +145 +2%
SIS
1479
Sound Income Strategies
Florida
$548K +$372K +4,084 +220%
TF
1480
Tompkins Financial
New York
$547K +$274K +3,000 +102%
SA
1481
SJBenen ADVISORY
North Carolina
$545K – – –
MCCP
1482
Mission Creek Capital Partners
California
$544K -$124K -1,365 -19%
SHFA
1483
SS&H Financial Advisors
Michigan
$544K +$538K +5,899 New
WAS
1484
WESPAC Advisors SoCal
California
$542K +$6.47K +71 +1%
MFA
1485
Mayflower Financial Advisors
Massachusetts
$542K -$182 -2 -0%
LP
1486
LMR Partners
United Kingdom
$541K +$535K +5,865 New
SW
1487
Simplicity Wealth
New Jersey
$541K -$30.5K -334 -5%
GSB
1488
Greenfield Savings Bank
Massachusetts
$541K -$16.4K -180 -3%
GCM
1489
Gambit Capital Management
Tennessee
$540K -$3.92K -43 -0.7%
KA
1490
KLCM Advisors
Wisconsin
$537K -$10.1K -111 -2%
MWA
1491
Monograph Wealth Advisors
California
$537K – – –
MHR
1492
Matthew Hamilton Rosenberg
$536K +$14K +154 +3%
JF
1493
Jericho Financial
Ohio
$535K -$25.4K -279 -5%
FT
1494
Fiduciary Trust
Massachusetts
$534K -$208K -2,284 -28%
FWP
1495
Forefront Wealth Partners
Texas
$533K +$43.1K +473 +9%
CWA
1496
Canvas Wealth Advisors
Kansas
$533K -$48.6K -533 -8%
LA
1497
LVW Advisors
New York
$530K -$78.9K -865 -13%
SW
1498
SteelPeak Wealth
California
$529K +$257K +2,813 +96%
DI
1499
Diligent Investors
California
$529K +$22.8K +250 +5%
FBT
1500
First Bank & Trust
South Dakota
$529K -$35.7K -391 -6%
58 59
60
61 62