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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1476
Sky Investment Group
Connecticut
$476K +$6.28K +75 +1%
QPWM
1477
Quadrant Private Wealth Management
Pennsylvania
$475K -$1.17K -14 -0.3%
TWA
1478
Trace Wealth Advisors
California
$474K – – –
MWM
1479
Maridea Wealth Management
New York
$472K +$152K +1,818 +54%
GFP
1480
Gryphon Financial Partners
Ohio
$472K +$77.3K +923 +22%
LAM
1481
Lountzis Asset Management
Pennsylvania
$471K – – –
PTC
1482
Private Trust Company
Ohio
$471K -$31.2K -373 -7%
JIR
1483
James Investment Research
Ohio
$470K -$23.4K -279 -5%
PAS
1484
Point72 Asia (Singapore)
Singapore
$465K +$427K +5,096 New
WIM
1485
WealthPlan Investment Management
Nebraska
$465K +$143K +1,705 +50%
MWM
1486
Meridian Wealth Management
Kentucky
$462K -$94K -1,123 -18%
MSE
1487
MUFG Securities EMEA
United Kingdom
$460K +$423K +5,047 New
EW
1488
Enzi Wealth
Texas
$460K – – –
AWAP
1489
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$459K +$16K +191 +4%
FA
1490
Fiduciary Alliance
South Carolina
$459K +$83K +991 +25%
MWA
1491
Moser Wealth Advisors
Washington
$457K -$58.6K -700 -12%
BP
1492
BBR Partners
New York
$456K -$1.51K -18 -0.4%
VCM
1493
Viewpoint Capital Management
Washington
$456K – – –
EWM
1494
Evermay Wealth Management
Virginia
$449K +$84 +1 +0%
HFS
1495
Hopwood Financial Services
Virginia
$448K – – –
CCA
1496
Childress Capital Advisors
Texas
$447K +$110K +1,319 +37%
BAM
1497
Broyhill Asset Management
North Carolina
$447K -$1.67M -19,983 -80%
TA
1498
Tactive Advisors
Florida
$446K +$409K +4,889 New
ACM
1499
Aljian Capital Management
Nevada
$446K +$419 +5 +0.1%
TAM
1500
Trillium Asset Management
Massachusetts
$445K +$60.7K +725 +17%
58 59
60
61 62