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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
1576
Commonwealth Retirement Investments
Virginia
$437K -$11.5K -126 -3%
LIA
1577
LBMC Investment Advisors
Tennessee
$436K +$23.3K +256 +6%
HFS
1578
Hopwood Financial Services
Virginia
$435K – – –
OMIC
1579
Old Mission Investment Co
Michigan
$435K +$430K +4,715 New
TF
1580
Trek Financial
Arizona
$432K +$28.4K +311 +7%
AF
1581
Aviso Financial
Ontario, Canada
$432K -$12.6K -138 -3%
ZIM
1582
Zacks Investment Management
Illinois
$427K +$161K +1,765 +62%
OHWP
1583
Oak Harbor Wealth Partners
North Carolina
$427K -$620K -6,799 -60%
GWP
1584
Gateway Wealth Partners
Wisconsin
$424K -$481K -5,271 -53%
OIM
1585
Orca Investment Management
Oregon
$422K – – –
EA
1586
Everpar Advisors
Oklahoma
$422K +$3.56K +39 +0.9%
TWM
1587
TRB Wealth Management
Texas
$421K +$28.5K +312 +7%
SWRP
1588
Summit Wealth & Retirement Planning
California
$419K -$15.5K -170 -4%
LA
1589
LexAurum Advisors
Kansas
$419K -$32.3K -354 -7%
FCG
1590
Fielder Capital Group
Tennessee
$419K -$39.5K -433 -9%
AP
1591
Atwood & Palmer
Missouri
$418K -$2.28K -25 -0.5%
CRI
1592
Colonial River Investments
Virginia
$418K -$53.6K -588 -11%
GBFG
1593
Gerald Baker Financial Group
Texas
$416K +$1.09K +12 +0.3%
WF
1594
Welch & Forbes
Massachusetts
$415K -$10.9K -119 -3%
OWA
1595
Octavia Wealth Advisors
Ohio
$413K -$23K -252 -5%
SP
1596
SmartHarvest Portfolios
Washington
$412K -$32.7K -359 -7%
CWG
1597
Cornerstone Wealth Group
North Carolina
$411K +$18K +197 +5%
OL
1598
OneFund LLC
Florida
$411K -$12.6K -138 -3%
WA
1599
Waddell & Associates
Tennessee
$410K -$27.4K -300 -6%
NWMP
1600
Noble Wealth Management PBC
Colorado
$410K -$46.6K -511 -10%
62 63
64
65 66