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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1501
Centurion Wealth Management
Virginia
$526K -$38K -417 -7%
MAC
1502
Mason & Associates (California)
California
$524K -$9.12K -100 -2%
HTC
1503
Haverford Trust Company
Pennsylvania
$524K +$77.9K +854 +18%
LGA
1504
Lebenthal Global Advisors
New York
$524K -$2.1M -23,033 -80%
IB
1505
Intrust Bank
Kansas
$524K -$8.66K -95 -2%
JEST
1506
JTC Employer Solutions Trustee
Jersey
$523K – – –
TWIM
1507
TIAA Wealth Investment Management
New York
$522K +$70.3K +771 +16%
SCP
1508
Sivia Capital Partners
California
$520K +$304K +3,333 +145%
UFA
1509
Unify Financial Advisors
Florida
$520K – – –
BBA
1510
Baader Bank Aktiengesellschaft
Germany
$520K +$64K +702 +14%
TCM
1511
Traynor Capital Management
Pennsylvania
$520K -$7.3K -80 -1%
PWA
1512
Prairie Wealth Advisors
Nebraska
$519K – – –
BFO
1513
Biltmore Family Office
North Carolina
$519K -$35.8K -393 -7%
DIM
1514
Delta Investment Management
California
$516K -$95.7K -1,049 -16%
BWP
1515
Burling Wealth Partners
Illinois
$516K +$182 +2 +0%
CGA
1516
Crescent Grove Advisors
Illinois
$508K +$4.92K +54 +1%
OWA
1517
One Wealth Advisors
California
$507K -$208K -2,278 -29%
EW
1518
Enzi Wealth
Texas
$506K – – –
WCCM
1519
Willow Creek Capital Management
Montana
$505K +$499K +5,475 New
MWM
1520
Meridian Wealth Management
Kentucky
$505K +$15.7K +172 +3%
PCM
1521
Pointe Capital Management
Michigan
$504K +$18K +197 +4%
KFGK
1522
Keystone Financial Group (Kentucky)
Kentucky
$503K +$250K +2,737 +101%
BWP
1523
BSW Wealth Partners
Colorado
$503K +$144K +1,574 +41%
TWP
1524
Tempus Wealth Planning
California
$501K +$4.47K +49 +0.9%
QWP
1525
Quotient Wealth Partners
Texas
$500K -$75.1K -824 -13%
59 60
61
62 63