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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
1476
Parcion Private Wealth
Washington
$506K +$68.3K +720 +16%
BHBT
1477
Burke & Herbert Bank & Trust
Virginia
$506K – – –
SM
1478
Sciencast Management
New Jersey
$506K -$3.74M -39,350 -88%
LCWP
1479
Legacy Capital Wealth Partners
Arkansas
$506K +$6.64K +70 +1%
FFA
1480
Fi3 Financial Advisors
Indiana
$505K -$4.46K -47 -0.9%
TFG
1481
Tilson Financial Group
New Jersey
$505K +$290K +3,051 +136%
WC
1482
Waterloo Capital
Texas
$504K -$73.8K -778 -13%
AF
1483
Aviso Financial
Ontario, Canada
$503K -$47.5K -500 -9%
KW
1484
Keyvantage Wealth
Pennsylvania
$502K -$2.66K -28 -0.5%
EFH
1485
Eaton Financial Holdings
Florida
$502K -$367K -3,869 -42%
TWA
1486
Trace Wealth Advisors
California
$496K – – –
GF
1487
Gries Financial
Ohio
$496K +$117K +1,233 +31%
TF
1488
Trek Financial
Arizona
$495K +$34.5K +364 +8%
WJWM
1489
Williams Jones Wealth Management
New York
$494K -$14.6K -154 -3%
JIR
1490
James Investment Research
Ohio
$492K – – –
RC
1491
Rovin Capital
Arizona
$492K -$27.6K -291 -5%
RWA
1492
River Wealth Advisors
Pennsylvania
$492K -$25.8K -272 -5%
VCM
1493
Versant Capital Management
Arizona
$490K +$41.1K +433 +9%
MWM
1494
Meridian Wealth Management
Kentucky
$490K +$6.26K +66 +1%
SIA
1495
Soltis Investment Advisors
Utah
$489K +$42.4K +447 +10%
AWAP
1496
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$485K +$4.08K +43 +0.9%
SIG
1497
Sky Investment Group
Connecticut
$484K -$14.2K -150 -3%
LAM
1498
Lountzis Asset Management
Pennsylvania
$483K -$9.87K -104 -2%
BP
1499
BBR Partners
New York
$482K +$4.84K +51 +1%
HBW
1500
Hazlett, Burt & Watson
West Virginia
$479K +$165K +1,739 +53%
58 59
60
61 62