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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1551
Cyndeo Wealth Partners
Florida
$295K +$13K +166 +5%
SVWAG
1552
Sound View Wealth Advisors Group
Georgia
$294K -$2.28K -29 -0.8%
WW
1553
Westshore Wealth
California
$294K -$2.35K -30 -0.8%
SCP
1554
Sivia Capital Partners
California
$293K +$12.1K +154 +4%
SWMG
1555
Signature Wealth Management Group
Georgia
$293K -$1.67M -21,237 -85%
MCB
1556
Morton Community Bank
Illinois
$292K -$211K -2,690 -42%
NSB
1557
Norway Savings Bank
Maine
$290K -$5.89K -75 -2%
QFA
1558
Quantum Financial Advisors
California
$289K – – –
AIM
1559
Advyzon Investment Management
Illinois
$288K +$289K +3,681 New
FCMT
1560
Founders Capital Management (Texas)
Texas
$288K – – –
CP
1561
Castleview Partners
Texas
$287K +$18.9K +241 +7%
CK
1562
Cohen Klingenstein
New York
$287K – – –
CSPIA
1563
Cary Street Partners Investment Advisory
Virginia
$286K +$39.4K +502 +16%
PWS
1564
Peterson Wealth Services
Utah
$286K -$10.5K -134 -4%
TCM
1565
Triumph Capital Management
Colorado
$285K -$27.5K -350 -9%
BWM
1566
Baron Wealth Management
Michigan
$285K +$286K +3,641 New
SIA
1567
SeaBridge Investment Advisors
New Jersey
$285K -$62.8K -800 -18%
LPAM
1568
Lodestar Private Asset Management
California
$282K -$16.2K -207 -5%
MTIM
1569
Marathon Trading Investment Management
Pennsylvania
$282K -$36K -459 -11%
PCS
1570
Private Client Services
Kentucky
$282K +$157 +2 +0.1%
KCM
1571
Kathmere Capital Management
Pennsylvania
$281K +$9.1K +116 +3%
WSCM
1572
Wellington Shields Capital Management
New York
$281K +$282K +3,592 New
FRA
1573
Front Row Advisors
California
$281K -$1.18K -15 -0.4%
TF
1574
Tompkins Financial
New York
$281K -$12.9K -165 -4%
SCTC
1575
Sanibel Captiva Trust Company
Florida
$280K -$85K -1,083 -23%
61 62
63
64 65