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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1526
LexAurum Advisors
Kansas
$416K -$772K -9,224 -67%
SCP
1527
Sivia Capital Partners
California
$415K +$67.7K +809 +22%
BWM
1528
Bernard Wealth Management
Michigan
$415K – – –
CRI
1529
Colonial River Investments
Virginia
$414K +$43.9K +524 +13%
RW
1530
RVW Wealth
California
$411K -$1.84K -22 -0.5%
S
1531
SimplyRich
California
$411K – – –
FFO
1532
Fiduciary Family Office
Florida
$409K +$118K +1,407 +46%
GS
1533
GTS Securities
Florida
$408K -$250K -2,986 -40%
AWA
1534
Arete Wealth Advisors
Illinois
$407K -$207K -2,471 -36%
LIA
1535
LBMC Investment Advisors
Tennessee
$400K – – –
WP
1536
WealthPLAN Partners
Nebraska
$399K +$5.11K +61 +1%
DWA
1537
Douglass Winthrop Advisors
New York
$397K +$20.9K +250 +6%
BFS
1538
Bradley Foster & Sargent
Connecticut
$397K -$300K -3,587 -45%
EFM
1539
E Fund Management
China
$395K -$10.1K -121 -3%
OWA
1540
Opal Wealth Advisors
New York
$395K +$71.6K +855 +25%
HWA
1541
HHM Wealth Advisors
Tennessee
$392K -$76.6K -915 -18%
SWRP
1542
Summit Wealth & Retirement Planning
California
$392K +$103K +1,236 +40%
C1AG
1543
Client 1st Advisory Group
Florida
$390K -$3.6K -43 -1%
CWA
1544
Clearview Wealth Advisors
Oregon
$390K -$502 -6 -0.1%
SWP
1545
Semus Wealth Partners
Florida
$389K -$15.7K -188 -4%
CWP
1546
Cyndeo Wealth Partners
Florida
$388K +$40.9K +489 +13%
CA
1547
CoreCap Advisors
Michigan
$388K +$12.3K +147 +4%
FCG
1548
Fielder Capital Group
Tennessee
$387K -$16.7K -200 -5%
CPW
1549
Catalyst Private Wealth
California
$385K +$2.18K +26 +0.6%
AC
1550
AlphaCore Capital
California
$384K +$84.7K +1,011 +32%
60 61
62
63 64