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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FBFS
1526
First Business Financial Services
Wisconsin
$308K – – –
KA
1527
Kovack Advisors
Florida
$308K -$17.7K -226 -5%
DFA
1528
Delta Financial Advisors
Louisiana
$307K -$39.2K -500 -11%
CRI
1529
Colonial River Investments
Virginia
$307K +$308K +3,921 New
DP
1530
Denver PWM
Colorado
$306K -$18.2K -232 -6%
PWM
1531
Purus Wealth Management
California
$306K +$549 +7 +0.2%
KFC
1532
Klingenstein Fields & Co
New York
$305K +$392 +5 +0.1%
TF
1533
Trek Financial
Arizona
$304K +$628 +8 +0.2%
FIM
1534
Freedom Investment Management
Connecticut
$303K +$28.2K +359 +10%
RCP
1535
Rothschild Capital Partners
New York
$302K -$7.22K -92 -2%
BWS
1536
Broadway Wealth Solutions
Texas
$302K -$17.1K -218 -5%
BFO
1537
Biltmore Family Office
North Carolina
$302K +$1.1K +14 +0.4%
OCG
1538
Opus Capital Group
Ohio
$302K +$942 +12 +0.3%
NCM
1539
Noesis Capital Mangement
Florida
$301K -$3.92K -50 -1%
PWA
1540
Principia Wealth Advisory
Texas
$301K +$1.02K +13 +0.3%
USWIA
1541
UP Strategic Wealth Investment Advisors
Pennsylvania
$300K +$6.12K +78 +2%
AIFAIM
1542
American Institute for Advanced Investment Management
Arizona
$299K – – –
BOSSRA
1543
B.O.S.S. Retirement Advisors
Utah
$299K -$77.2K -984 -20%
CHP
1544
Cable Hill Partners
Oregon
$299K +$157 +2 +0.1%
CPA
1545
Court Place Advisors
Maryland
$297K -$15.7K -200 -5%
SOS
1546
Silver Oak Securities
Tennessee
$297K +$300K +3,817 New
BFG
1547
Berger Financial Group
Minnesota
$296K -$4.87K -62 -2%
PCMN
1548
Paradigm Capital Management (Nevada)
Nevada
$296K -$322K -4,100 -52%
CWP
1549
Cyndeo Wealth Partners
Florida
$295K +$13K +166 +5%
SVWAG
1550
Sound View Wealth Advisors Group
Georgia
$294K -$2.28K -29 -0.8%
60 61
62
63 64