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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FBT
1476
First Bank & Trust
South Dakota
$576K -$358K -3,650 -37%
CWM
1477
Centurion Wealth Management
Virginia
$575K -$9.71K -99 -2%
WP
1478
WealthPLAN Partners
Nebraska
$575K +$86K +877 +17%
AWM
1479
Arista Wealth Management
Nevada
$574K +$599K +6,103 New
WB
1480
WesBanco Bank
West Virginia
$573K +$51K +520 +9%
HHAA
1481
Henry H. Armstrong Associates
Pennsylvania
$572K – – –
VA
1482
VestGen Advisors
Illinois
$571K +$93.3K +951 +18%
JF
1483
Jericho Financial
Ohio
$571K -$67.3K -686 -10%
AFT
1484
Alpha Family Trust
California
$570K – – –
RCP
1485
Rothschild Capital Partners
New York
$570K +$217K +2,210 +57%
SHGA
1486
Sand Hill Global Advisors
California
$568K +$18.8K +192 +3%
MWM
1487
Mission Wealth Management
California
$568K +$60.4K +616 +11%
GSB
1488
Greenfield Savings Bank
Massachusetts
$567K +$46.9K +478 +9%
PWPS
1489
Pinnacle Wealth Planning Services
Ohio
$566K +$1.96K +20 +0.3%
BFO
1490
Biltmore Family Office
North Carolina
$566K -$33.5K -342 -5%
CIAM
1491
Caitong International Asset Management
Hong Kong
$563K +$459K +4,685 +360%
S
1492
Sunpointe
Missouri
$562K -$111K -1,133 -16%
LFAS
1493
Level Four Advisory Services
Texas
$561K +$155K +1,582 +36%
FLII
1494
First Long Island Investors
New York
$559K -$44.1K -450 -7%
GWS
1495
Greykasell Wealth Strategies
California
$559K +$44.8K +457 +8%
KA
1496
KLCM Advisors
Wisconsin
$558K +$9.81K +100 +2%
BWG
1497
Beta Wealth Group
California
$555K +$19.7K +201 +4%
FFA
1498
Fi3 Financial Advisors
Indiana
$555K +$73.6K +750 +15%
GCM
1499
Gambit Capital Management
Tennessee
$554K +$1.27K +13 +0.2%
MFA
1500
Mayflower Financial Advisors
Massachusetts
$552K +$14.6K +149 +3%
58 59
60
61 62