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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1526
Versant Capital Management
Arizona
$548K +$32.7K +345 +7%
HBW
1527
Hazlett, Burt & Watson
West Virginia
$547K +$47.9K +505 +10%
CCWP
1528
Cedar Cove Wealth Partners
Minnesota
$547K +$519K +5,472 New
CWM
1529
Calamos Wealth Management
Illinois
$547K -$84.5K -891 -14%
EB
1530
Eastern Bank
Massachusetts
$546K +$332K +3,495 +178%
AA
1531
Addison Advisors
Vermont
$545K – – –
YC
1532
Yarbrough Capital
Tennessee
$545K – – –
MWM
1533
Mission Wealth Management
California
$542K -$212K -2,234 -29%
CGA
1534
Crescent Grove Advisors
Illinois
$542K -$47.4K -500 -8%
WPWM
1535
Western Pacific Wealth Management
Illinois
$541K – – –
DI
1536
DAGCO Inc
Ohio
$540K +$2.56K +27 +0.5%
CB
1537
CNB Bank
Pennsylvania
$538K +$123K +1,298 +32%
CH
1538
Cromwell Holdings
Wyoming
$538K – – –
VA
1539
VestGen Advisors
Illinois
$537K -$934K -9,846 -65%
TWP
1540
Tempus Wealth Planning
California
$536K -$4.08K -43 -0.8%
PPW
1541
Parcion Private Wealth
Washington
$535K +$4.93K +52 +1%
BCG
1542
BayBridge Capital Group
California
$533K -$34.9K -368 -6%
LCWP
1543
Legacy Capital Wealth Partners
Arkansas
$531K +$1.61K +17 +0.3%
BHBT
1544
Burke & Herbert Bank & Trust
Virginia
$530K – – –
CRI
1545
Colonial River Investments
Virginia
$529K +$70.9K +747 +16%
SW
1546
Simplicity Wealth
New Jersey
$529K +$120K +1,264 +31%
UFF
1547
USA Financial Formulas
Michigan
$529K -$76.5K -806 -13%
AAS
1548
Ameritas Advisory Services
Nebraska
$528K -$99.3K -1,047 -17%
KW
1549
Keyvantage Wealth
Pennsylvania
$527K +$1.23K +13 +0.2%
BPW
1550
Bingham Private Wealth
California
$526K +$500K +5,269 New
60 61
62
63 64