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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1526
Palacios Wealth Management
Florida
$499K -$1.09K -12 -0.2%
SAM
1527
Sawgrass Asset Management
Florida
$497K -$76.3K -837 -13%
CH
1528
Cromwell Holdings
Wyoming
$497K – – –
DI
1529
DAGCO Inc
Ohio
$496K +$274 +3 +0.1%
AWAP
1530
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$495K +$2.46K +27 +0.5%
WJWM
1531
Williams Jones Wealth Management
New York
$494K +$3.28K +36 +0.7%
MAWA
1532
Moss Adams Wealth Advisors
Washington
$492K -$29.9K -328 -6%
BWM
1533
BlackDiamond Wealth Management
New York
$491K +$103K +1,129 +33%
MAM
1534
Montchanin Asset Management
Delaware
$491K +$486K +5,325 New
PPW
1535
Parcion Private Wealth
Washington
$491K -$3.74K -41 -0.8%
MWM
1536
Maridea Wealth Management
New York
$490K +$485K +5,314 New
TVPW
1537
Third View Private Wealth
Connecticut
$490K +$227K +2,489 +88%
BHBT
1538
Burke & Herbert Bank & Trust
Virginia
$489K – – –
OC
1539
Oakworth Capital
Alabama
$489K – – –
RFP
1540
Root Financial Partners
California
$486K +$36.3K +398 +8%
AA
1541
Addison Advisors
Vermont
$485K -$20K -219 -4%
LNB
1542
Ledyard National Bank
$483K -$89.9K -986 -16%
CB
1543
CNB Bank
Pennsylvania
$482K -$1.09K -12 -0.2%
KP
1544
Keel Point
Alabama
$481K +$3.56K +39 +0.8%
SMC
1545
Smith, Moore & Co
Missouri
$480K -$256K -2,804 -35%
FWA
1546
FSM Wealth Advisors
Ohio
$480K -$14.2K -156 -3%
TWA
1547
Trace Wealth Advisors
California
$480K – – –
IIL
1548
Income Insurance Ltd
$477K – – –
CA
1549
Claro Advisors
Massachusetts
$476K -$9.94K -109 -2%
RI
1550
Ridgewood Investments
New Jersey
$475K – – –
60 61
62
63 64