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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TSMHT
1551
Thurston Springer Miller Herd & Titak
Indiana
$250K +$250K +3,391 New
CWM
1552
Centric Wealth Management
Illinois
$249K +$960 +13 +0.3%
CCG
1553
Catalina Capital Group
California
$249K +$250K +3,380 New
ZIM
1554
Zacks Investment Management
Illinois
$249K +$249K +3,376 New
CCG
1555
Cypress Capital Group
Florida
$248K – – –
SWM
1556
Seed Wealth Management
Illinois
$247K +$30.7K +415 +14%
CFA
1557
CWS Financial Advisors
Michigan
$247K +$74 +1 +0%
ODG
1558
O'Dell Group
Ohio
$247K – – –
FFO
1559
Fiduciary Family Office
Florida
$247K +$38.9K +526 +19%
MAWA
1560
Moss Adams Wealth Advisors
Washington
$245K +$246K +3,328 New
AWM
1561
Accurate Wealth Management
Florida
$245K +$12.9K +175 +6%
BWM
1562
BlackDiamond Wealth Management
New York
$244K +$14.4K +195 +5%
CCFM
1563
Clear Creek Financial Management
Washington
$242K -$6.28K -85 -3%
SWA
1564
SOA Wealth Advisors
New York
$241K -$22.5K -305 -9%
VCP
1565
Verus Capital Partners
Arizona
$241K +$886 +12 +0.4%
GFS
1566
GYL Financial Synergies
Connecticut
$241K +$7.54K +102 +3%
CFS
1567
CRA Financial Services
New Jersey
$241K -$25K -338 -9%
HB
1568
HTLF Bank
Colorado
$240K +$14.1K +191 +6%
PA
1569
Procyon Advisors
Connecticut
$240K -$62.1K -840 -20%
AC
1570
Abbrea Capital
California
$240K -$186K -2,523 -44%
CA
1571
Commerzbank Aktiengesellschaft
Germany
$240K +$29.8K +404 +14%
CWP
1572
Cyndeo Wealth Partners
Florida
$240K +$240K +3,255 New
RIP
1573
RAM Investment Partners
Washington
$239K -$125K -1,694 -34%
WCF
1574
West Coast Financial
California
$238K -$3.77K -51 -2%
1WM
1575
1858 Wealth Management
Ohio
$238K -$23.7K -321 -9%
61 62
63
64 65