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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
OCG
1526
Opus Capital Group
Ohio
$285K -$2.92K -39 -1%
SBF
1527
Sara-Bay Financial
Florida
$285K – – –
BFG
1528
Berger Financial Group
Minnesota
$285K -$8.53K -114 -3%
BFO
1529
Biltmore Family Office
North Carolina
$284K -$103K -1,373 -26%
CFS
1530
Coordinated Financial Services
Colorado
$284K +$288K +3,844 New
AIFAIM
1531
American Institute for Advanced Investment Management
Arizona
$283K – – –
LPAM
1532
Lodestar Private Asset Management
California
$282K -$96.5K -1,289 -25%
PWS
1533
Peterson Wealth Services
Utah
$280K +$1.42K +19 +0.5%
SVWAG
1534
Sound View Wealth Advisors Group
Georgia
$280K -$13.3K -178 -4%
TWM
1535
Thrive Wealth Management
Pennsylvania
$280K +$2.92K +39 +1%
NSB
1536
Norway Savings Bank
Maine
$280K -$3.74K -50 -1%
WW
1537
Westshore Wealth
California
$280K – – –
USWIA
1538
UP Strategic Wealth Investment Advisors
Pennsylvania
$278K +$11.6K +155 +4%
TF
1539
Tompkins Financial
New York
$278K – – –
BWM
1540
Bernard Wealth Management
Michigan
$275K +$278K +3,719 New
EFM
1541
E Fund Management
China
$274K +$277K +3,700 New
MFGM
1542
Marshall Financial Group (Maryland)
Maryland
$274K +$2.62K +35 +1%
AG
1543
AIA Group
Hong Kong
$274K +$277K +3,696 New
QFA
1544
Quantum Financial Advisors
California
$273K – – –
FCMT
1545
Founders Capital Management (Texas)
Texas
$272K – – –
FLII
1546
First Long Island Investors
New York
$272K +$28.1K +375 +11%
AIP
1547
Almanack Investment Partners
Pennsylvania
$272K – – –
CHP
1548
Cable Hill Partners
Oregon
$272K +$449 +6 +0.2%
CCG
1549
Catalina Capital Group
California
$271K -$15.1K -202 -5%
CK
1550
Cohen Klingenstein
New York
$271K – – –
60 61
62
63 64