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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1551
LexAurum Advisors
Kansas
$413K -$22.9K -241 -5%
BFS
1552
Bradley Foster & Sargent
Connecticut
$413K -$3.13K -33 -0.8%
DWM
1553
Diversify Wealth Management
Utah
$411K -$2.56K -27 -0.6%
SWRP
1554
Summit Wealth & Retirement Planning
California
$411K +$570 +6 +0.1%
SWP
1555
Semus Wealth Partners
Florida
$409K +$1.33K +14 +0.3%
AIM
1556
Acropolis Investment Management
Missouri
$407K +$424K +4,466 New
GWM
1557
Gibbs Wealth Management
Georgia
$407K -$35.3K -372 -8%
GSB
1558
Greenfield Savings Bank
Massachusetts
$406K +$403K +4,249 New
CPW
1559
Catalyst Private Wealth
California
$405K +$2.75K +29 +0.7%
SFA
1560
Souders Financial Advisors
Ohio
$405K +$7.21K +76 +2%
FCG
1561
Fielder Capital Group
Tennessee
$405K +$285 +3 +0.1%
SIM
1562
Sentry Investment Management
Wisconsin
$405K +$410K +4,320 New
SEIA
1563
Signature Estate & Investment Advisors
California
$404K -$214K -2,256 -35%
CSPIA
1564
Cary Street Partners Investment Advisory
Virginia
$403K +$5.22K +55 +1%
OC
1565
Opinicus Capital
Florida
$402K -$36.7K -387 -8%
LTI
1566
Laffer Tengler Investments
Tennessee
$401K +$16.8K +177 +4%
AWM
1567
Aberdeen Wealth Management
Illinois
$401K +$95 +1 +0%
BIG
1568
Brookwood Investment Group
Arizona
$399K +$54.4K +573 +16%
SIG
1569
Stonegate Investment Group
Alabama
$398K -$105K -1,110 -21%
AWM
1570
Aprio Wealth Management
Georgia
$397K +$67.3K +709 +21%
CWA
1571
Clearview Wealth Advisors
Oregon
$397K -$10.6K -112 -3%
TCOTS
1572
Trust Company of the South
North Carolina
$396K +$5.5K +58 +1%
SS
1573
SBI Securities
Japan
$394K +$183K +1,929 +88%
IAMOG
1574
Investors Asset Management of Georgia
Georgia
$393K -$4.46K -47 -1%
OPWM
1575
Oxinas Partners Wealth Management
Indiana
$390K +$190 +2 +0%
61 62
63
64 65