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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1551
Perennial Investment Advisors
California
$240K – – –
FIM
1552
FWL Investment Management
Texas
$239K +$131K +1,996 +152%
WCF
1553
West Coast Financial
California
$238K +$8.89K +135 +4%
TCOT
1554
Trust Company of Toledo
Ohio
$237K +$216K +3,277 New
VCP
1555
Verus Capital Partners
Arizona
$236K +$263 +4 +0.1%
CAAS
1556
Capital Asset Advisory Services
Michigan
$235K -$29.2K -443 -12%
CCA
1557
Cottonwood Capital Advisors
Utah
$234K – – –
ALAM
1558
Asahi Life Asset Management
Japan
$234K +$213K +3,230 New
MA
1559
MONECO Advisors
Connecticut
$233K -$5.73K -87 -3%
BAM
1560
BOS Asset Management
Illinois
$233K – – –
CWC
1561
Carolinas Wealth Consulting
North Carolina
$232K +$10.4K +158 +5%
CM
1562
Capula Management
Cayman Islands
$231K +$183K +2,781 +682%
BIP
1563
Blueprint Investment Partners
North Carolina
$231K +$210K +3,188 New
RWM
1564
Raffa Wealth Management
District of Columbia
$230K +$188K +2,853 +889%
KWM
1565
Kolinsky Wealth Management
New Jersey
$229K -$43.7K -663 -17%
WPP
1566
Whalerock Point Partners
Rhode Island
$229K -$15.2K -231 -7%
GFS
1567
GYL Financial Synergies
Connecticut
$229K +$11.7K +177 +6%
BWA
1568
Blodgett Wealth Advisors
California
$229K +$208K +3,163 New
TFA
1569
Trinity Financial Advisors
Ohio
$229K -$306K -4,652 -60%
FCG
1570
Fielder Capital Group
Tennessee
$229K +$2.24K +34 +1%
CIA
1571
Concurrent Investment Advisors
Florida
$227K -$170K -2,575 -45%
AWM
1572
Accurate Wealth Management
Florida
$227K -$82.6K -1,255 -29%
HWA
1573
HHM Wealth Advisors
Tennessee
$227K +$13.2K +200 +7%
TTWM
1574
TCV Trust & Wealth Management
Virginia
$225K – – –
BBNA
1575
Bremer Bank National Association
Minnesota
$225K +$205K +3,106 New
61 62
63
64 65