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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
1501
Mayflower Financial Advisors
Massachusetts
$552K +$14.6K +149 +3%
KFP
1502
KMG Fiduciary Partners
Ohio
$551K +$98 +1 +0%
CWM
1503
Cornerstone Wealth Management
Missouri
$550K +$9.02K +92 +2%
SI
1504
Severin Investments
Missouri
$548K -$25.1K -256 -4%
WAM
1505
WNY Asset Management
New York
$548K +$572K +5,833 New
HBW
1506
Hazlett, Burt & Watson
West Virginia
$548K +$28.7K +293 +5%
MWA
1507
Monograph Wealth Advisors
California
$547K – – –
KW
1508
Keyvantage Wealth
Pennsylvania
$546K +$52.6K +536 +10%
WAS
1509
WESPAC Advisors SoCal
California
$546K – – –
SA
1510
SJBenen ADVISORY
North Carolina
$545K +$569K +5,800 New
SIA
1511
Soltis Investment Advisors
Utah
$544K +$60.3K +615 +12%
IB
1512
Intrust Bank
Kansas
$542K -$107K -1,087 -16%
MAC
1513
Mason & Associates (California)
California
$538K -$6.87K -70 -1%
BCG
1514
BayBridge Capital Group
California
$533K – – –
JEST
1515
JTC Employer Solutions Trustee
Jersey
$533K – – –
BPW
1516
Bingham Private Wealth
California
$532K +$38.7K +395 +7%
MAWA
1517
Moss Adams Wealth Advisors
Washington
$532K +$71.9K +733 +15%
TCM
1518
Traynor Capital Management
Pennsylvania
$531K +$1.27K +13 +0.2%
TCM
1519
Tributary Capital Management
Nebraska
$531K -$7.85K -80 -1%
MHR
1520
Matthew Hamilton Rosenberg
$531K – – –
UFA
1521
Unify Financial Advisors
Florida
$530K +$12.3K +125 +2%
FAL
1522
Focused Alpha LLC
Colorado
$529K +$8.43K +86 +2%
CSPIA
1523
Cary Street Partners Investment Advisory
Virginia
$528K +$70.3K +717 +15%
HCM
1524
Howard Capital Management
Georgia
$527K -$552K -5,630 -50%
GWM
1525
Gibbs Wealth Management
Georgia
$526K +$162K +1,655 +42%
59 60
61
62 63