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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TFG
1551
Tilson Financial Group
New Jersey
$526K -$2.47K -26 -0.5%
WP
1552
WealthPLAN Partners
Nebraska
$523K +$84.7K +893 +21%
AF
1553
Aviso Financial
Ontario, Canada
$523K -$3.32K -35 -0.7%
TWA
1554
Trace Wealth Advisors
California
$520K – – –
DWM
1555
Diversify Wealth Management
Utah
$518K +$67.5K +711 +16%
BWP
1556
Barlow Wealth Partners
Kentucky
$517K +$490K +5,164 New
SIA
1557
Soltis Investment Advisors
Utah
$517K +$4.93K +52 +1%
IIL
1558
Income Insurance Ltd
$516K +$490K +5,166 New
FFA
1559
Fi3 Financial Advisors
Indiana
$515K -$13.2K -139 -3%
NRC
1560
New Republic Capital
North Carolina
$513K +$251K +2,645 +106%
GAM
1561
Gemmer Asset Management
California
$512K -$195K -2,060 -29%
AWAP
1562
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$512K +$4.55K +48 +0.9%
EW
1563
Enzi Wealth
Texas
$510K -$285 -3 -0.1%
OC
1564
Oakworth Capital
Alabama
$507K +$21.4K +226 +5%
JIR
1565
James Investment Research
Ohio
$505K -$9.49K -100 -2%
PCM
1566
Palisade Capital Management
New Jersey
$505K +$479K +5,050 New
WJWM
1567
Williams Jones Wealth Management
New York
$504K -$13K -137 -3%
CRI
1568
Commonwealth Retirement Investments
Virginia
$502K -$59.1K -623 -11%
BP
1569
BBR Partners
New York
$500K -$4.65K -49 -1%
VCM
1570
Viewpoint Capital Management
Washington
$500K – – –
ACM
1571
Ategra Capital Management
Virginia
$496K +$471K +4,965 New
OF
1572
Optimize Financial
California
$496K +$6.45K +68 +1%
OA
1573
Operose Advisors
Wisconsin
$494K +$664 +7 +0.1%
AP
1574
Anchyra Partners
Georgia
$493K +$468K +4,938 New
QFA
1575
Quantum Financial Advisors
California
$493K +$118K +1,248 +34%
61 62
63
64 65