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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DE
1526
Defiance ETFs
New York
$524K +$547K +5,573 New
AL
1527
ARWA LLC
Texas
$517K -$173K -1,766 -25%
DI
1528
Diligent Investors
California
$515K -$24.5K -250 -4%
AA
1529
Addison Advisors
Vermont
$514K +$1.86K +19 +0.3%
CGA
1530
Crescent Grove Advisors
Illinois
$512K +$2.94K +30 +0.6%
WPWM
1531
Western Pacific Wealth Management
Illinois
$509K – – –
CH
1532
Cromwell Holdings
Wyoming
$506K – – –
TWP
1533
Tempus Wealth Planning
California
$505K +$785 +8 +0.1%
FFM
1534
Fullerton Fund Management
Singapore
$505K -$424K -4,326 -45%
DI
1535
DAGCO Inc
Ohio
$505K -$2.65K -27 -0.5%
PPW
1536
Parcion Private Wealth
Washington
$504K +$490 +5 +0.1%
FWA
1537
FSM Wealth Advisors
Ohio
$504K +$262K +2,672 +99%
AWAP
1538
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$502K +$20.8K +212 +4%
AO
1539
Advisor OS
Illinois
$502K -$562K -5,730 -52%
WJWM
1540
Williams Jones Wealth Management
New York
$500K +$27K +275 +5%
FWP
1541
Forefront Wealth Partners
Texas
$498K +$520K +5,304 New
MWM
1542
Meridian Wealth Management
Kentucky
$498K -$120K -1,221 -19%
BHBT
1543
Burke & Herbert Bank & Trust
Virginia
$498K – – –
CCWP
1544
Cedar Cove Wealth Partners
Minnesota
$497K -$17.8K -181 -3%
PWM
1545
Palacios Wealth Management
Florida
$496K -$85.2K -869 -14%
PA
1546
Procyon Advisors
Connecticut
$496K +$196K +2,003 +61%
CA
1547
Claro Advisors
Massachusetts
$495K +$247K +2,521 +92%
PCM
1548
Pointe Capital Management
Michigan
$495K -$88.7K -904 -15%
CB
1549
CNB Bank
Pennsylvania
$492K -$13.9K -142 -3%
TWA
1550
Trace Wealth Advisors
California
$489K – – –
60 61
62
63 64