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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
1551
Keel Point
Alabama
$487K -$191K -1,949 -27%
FMLI
1552
Fukoku Mutual Life Insurance
Japan
$487K -$353K -3,600 -41%
FWI
1553
Facet Wealth Inc
Maryland
$486K +$176K +1,795 +53%
SL
1554
Sentinus LLC
Illinois
$486K +$139K +1,416 +38%
IIL
1555
Income Insurance Ltd
$486K – – –
OC
1556
Oakworth Capital
Alabama
$485K +$8.63K +88 +2%
RI
1557
Ridgewood Investments
New Jersey
$484K +$505K +5,145 New
CRI
1558
Colonial River Investments
Virginia
$481K -$17.6K -179 -3%
ACM
1559
Avalon Capital Management
California
$480K -$42K -428 -8%
OA
1560
Operose Advisors
Wisconsin
$478K +$13.7K +140 +3%
BWM
1561
Bernard Wealth Management
Michigan
$478K +$89.2K +909 +22%
CCA
1562
Childress Capital Advisors
Texas
$477K -$45.5K -464 -8%
ACA
1563
Affinity Capital Advisors
California
$474K +$54.7K +558 +12%
BP
1564
BBR Partners
New York
$470K – – –
EW
1565
Enzi Wealth
Texas
$470K – – –
VCM
1566
Viewpoint Capital Management
Washington
$470K – – –
AP
1567
Anchyra Partners
Georgia
$470K +$6.08K +62 +1%
EFMC
1568
Empire Financial Management Company
New York
$470K +$490K +5,000 New
CCFM
1569
Clear Creek Financial Management
Washington
$468K +$29.1K +297 +6%
FCG
1570
Fielder Capital Group
Tennessee
$467K +$32.4K +330 +7%
QFA
1571
Quantum Financial Advisors
California
$467K +$3.14K +32 +0.6%
OIS
1572
OneAscent Investment Solutions
Alabama
$466K +$487K +4,961 New
CFO
1573
Cambient Family Office
Michigan
$465K +$107K +1,088 +28%
NWMP
1574
Noble Wealth Management PBC
Colorado
$465K -$95.6K -975 -16%
ACIM
1575
Azimuth Capital Investment Management
Michigan
$465K +$177K +1,800 +57%
61 62
63
64 65