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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1551
Pointe Capital Management
Michigan
$495K -$88.7K -904 -15%
CB
1552
CNB Bank
Pennsylvania
$492K -$13.9K -142 -3%
TWA
1553
Trace Wealth Advisors
California
$489K – – –
KP
1554
Keel Point
Alabama
$487K -$191K -1,949 -27%
FMLI
1555
Fukoku Mutual Life Insurance
Japan
$487K -$353K -3,600 -41%
FWI
1556
Facet Wealth Inc
Maryland
$486K +$176K +1,795 +53%
SL
1557
Sentinus LLC
Illinois
$486K +$139K +1,416 +38%
IIL
1558
Income Insurance Ltd
$486K – – –
OC
1559
Oakworth Capital
Alabama
$485K +$8.63K +88 +2%
RI
1560
Ridgewood Investments
New Jersey
$484K +$505K +5,145 New
CRI
1561
Colonial River Investments
Virginia
$481K -$17.6K -179 -3%
ACM
1562
Avalon Capital Management
California
$480K -$42K -428 -8%
OA
1563
Operose Advisors
Wisconsin
$478K +$13.7K +140 +3%
BWM
1564
Bernard Wealth Management
Michigan
$478K +$89.2K +909 +22%
CCA
1565
Childress Capital Advisors
Texas
$477K -$45.5K -464 -8%
ACA
1566
Affinity Capital Advisors
California
$474K +$54.7K +558 +12%
BP
1567
BBR Partners
New York
$470K – – –
EW
1568
Enzi Wealth
Texas
$470K – – –
VCM
1569
Viewpoint Capital Management
Washington
$470K – – –
AP
1570
Anchyra Partners
Georgia
$470K +$6.08K +62 +1%
EFMC
1571
Empire Financial Management Company
New York
$470K +$490K +5,000 New
CCFM
1572
Clear Creek Financial Management
Washington
$468K +$29.1K +297 +6%
FCG
1573
Fielder Capital Group
Tennessee
$467K +$32.4K +330 +7%
QFA
1574
Quantum Financial Advisors
California
$467K +$3.14K +32 +0.6%
OIS
1575
OneAscent Investment Solutions
Alabama
$466K +$487K +4,961 New
61 62
63
64 65