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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1551
Iconiq Capital
California
$212K +$215K +3,276 New
SWA
1552
SOA Wealth Advisors
New York
$212K +$197 +3 +0.1%
FFO
1553
Fiduciary Family Office
Florida
$212K -$5.39K -82 -2%
RIP
1554
RAM Investment Partners
Washington
$210K – – –
LTAS
1555
Linden Thomas Advisory Services
North Carolina
$210K +$13.1K +200 +7%
WCF
1556
West Coast Financial
California
$210K – – –
PIA
1557
Perennial Investment Advisors
California
$209K +$1.31K +20 +0.6%
LHC
1558
Little House Capital
Massachusetts
$209K -$173K -2,637 -45%
FAFN
1559
First Affirmative Financial Network
Colorado
$209K -$13.1K -200 -6%
SSA
1560
Sierra Summit Advisors
Nevada
$207K +$13.1K +200 +7%
SIC
1561
Sigma Investment Counselors
Michigan
$207K – – –
CCMT
1562
CMT Capital Markets Trading
Germany
$206K -$38.4K -584 -16%
WP
1563
WealthShield Partners
North Carolina
$206K -$1.55M -23,554 -88%
KWM
1564
Kolinsky Wealth Management
New Jersey
$206K +$263 +4 +0.1%
VCA
1565
Verdence Capital Advisors
Maryland
$206K -$18.6K -283 -8%
BWA
1566
Blodgett Wealth Advisors
California
$205K +$131 +2 +0.1%
FAIM
1567
Financial Advocates Investment Management
Washington
$205K -$30.9K -470 -13%
WPP
1568
Whalerock Point Partners
Rhode Island
$205K – – –
RWA
1569
Redhawk Wealth Advisors
Minnesota
$204K -$1.7M -25,817 -89%
SWM
1570
Stockman Wealth Management
Montana
$204K -$985 -15 -0.5%
FCG
1571
Fielder Capital Group
Tennessee
$203K -$2.56K -39 -1%
CPL
1572
CAP Partners LLC
Tennessee
$202K +$6.57K +100 +3%
BCA
1573
Bay Colony Advisors
Massachusetts
$202K -$131 -2 -0.1%
KIM
1574
Kestra Investment Management
Texas
$202K +$205K +3,116 New
BWP
1575
Bernardo Wealth Planning
Pennsylvania
$201K -$197 -3 -0.1%
61 62
63
64 65