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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
1551
Fiduciary Family Office
Florida
$212K -$5.39K -82 -2%
RIP
1552
RAM Investment Partners
Washington
$210K – – –
LTAS
1553
Linden Thomas Advisory Services
North Carolina
$210K +$13.1K +200 +7%
WCF
1554
West Coast Financial
California
$210K – – –
PIA
1555
Perennial Investment Advisors
California
$209K +$1.31K +20 +0.6%
LHC
1556
Little House Capital
Massachusetts
$209K -$173K -2,637 -45%
FAFN
1557
First Affirmative Financial Network
Colorado
$209K -$13.1K -200 -6%
SSA
1558
Sierra Summit Advisors
Nevada
$207K +$13.1K +200 +7%
SIC
1559
Sigma Investment Counselors
Michigan
$207K – – –
CCMT
1560
CMT Capital Markets Trading
Germany
$206K -$38.4K -584 -16%
WP
1561
WealthShield Partners
North Carolina
$206K -$1.55M -23,554 -88%
KWM
1562
Kolinsky Wealth Management
New Jersey
$206K +$263 +4 +0.1%
VCA
1563
Verdence Capital Advisors
Maryland
$206K -$18.6K -283 -8%
BWA
1564
Blodgett Wealth Advisors
California
$205K +$131 +2 +0.1%
FAIM
1565
Financial Advocates Investment Management
Washington
$205K -$30.9K -470 -13%
WPP
1566
Whalerock Point Partners
Rhode Island
$205K – – –
RWA
1567
Redhawk Wealth Advisors
Minnesota
$204K -$1.7M -25,817 -89%
SWM
1568
Stockman Wealth Management
Montana
$204K -$985 -15 -0.5%
FCG
1569
Fielder Capital Group
Tennessee
$203K -$2.56K -39 -1%
CPL
1570
CAP Partners LLC
Tennessee
$202K +$6.57K +100 +3%
BCA
1571
Bay Colony Advisors
Massachusetts
$202K -$131 -2 -0.1%
KIM
1572
Kestra Investment Management
Texas
$202K +$205K +3,116 New
BWP
1573
Bernardo Wealth Planning
Pennsylvania
$201K -$197 -3 -0.1%
SCTC
1574
Sanibel Captiva Trust Company
Florida
$201K +$203K +3,095 New
MA
1575
MONECO Advisors
Connecticut
$200K -$23.9K -364 -11%
61 62
63
64 65