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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1501
Traynor Capital Management
Pennsylvania
$520K -$7.3K -80 -1%
PWA
1502
Prairie Wealth Advisors
Nebraska
$519K – – –
BFO
1503
Biltmore Family Office
North Carolina
$519K -$35.8K -393 -7%
DIM
1504
Delta Investment Management
California
$516K -$95.7K -1,049 -16%
BWP
1505
Burling Wealth Partners
Illinois
$516K +$182 +2 +0%
CGA
1506
Crescent Grove Advisors
Illinois
$508K +$4.92K +54 +1%
OWA
1507
One Wealth Advisors
California
$507K -$208K -2,278 -29%
EW
1508
Enzi Wealth
Texas
$506K – – –
MWM
1509
Meridian Wealth Management
Kentucky
$505K +$15.7K +172 +3%
PCM
1510
Pointe Capital Management
Michigan
$504K +$18K +197 +4%
KFGK
1511
Keystone Financial Group (Kentucky)
Kentucky
$503K +$250K +2,737 +101%
BWP
1512
BSW Wealth Partners
Colorado
$503K +$144K +1,574 +41%
TWP
1513
Tempus Wealth Planning
California
$501K +$4.47K +49 +0.9%
QWP
1514
Quotient Wealth Partners
Texas
$500K -$75.1K -824 -13%
PWM
1515
Palacios Wealth Management
Florida
$499K -$1.09K -12 -0.2%
SAM
1516
Sawgrass Asset Management
Florida
$497K -$76.3K -837 -13%
CH
1517
Cromwell Holdings
Wyoming
$497K – – –
DI
1518
DAGCO Inc
Ohio
$496K +$274 +3 +0.1%
AWAP
1519
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$495K +$2.46K +27 +0.5%
WJWM
1520
Williams Jones Wealth Management
New York
$494K +$3.28K +36 +0.7%
MAWA
1521
Moss Adams Wealth Advisors
Washington
$492K -$29.9K -328 -6%
BWM
1522
BlackDiamond Wealth Management
New York
$491K +$103K +1,129 +33%
MAM
1523
Montchanin Asset Management
Delaware
$491K +$486K +5,325 New
PPW
1524
Parcion Private Wealth
Washington
$491K -$3.74K -41 -0.8%
MWM
1525
Maridea Wealth Management
New York
$490K +$485K +5,314 New
59 60
61
62 63