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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
STA
1576
Smith Thornton Advisors
Alabama
$462K +$3.92K +40 +0.8%
CS
1577
Cannell & Spears
New York
$461K +$22.9K +234 +5%
ACM
1578
Aljian Capital Management
Nevada
$460K +$687 +7 +0.1%
LA
1579
LexAurum Advisors
Kansas
$460K +$480K +4,895 New
TWIM
1580
TIAA Wealth Investment Management
New York
$460K +$480K +4,894 New
CCMG
1581
Clark Capital Management Group
Pennsylvania
$458K +$73.7K +751 +18%
RFP
1582
Root Financial Partners
California
$458K +$135K +1,377 +39%
CRI
1583
Commonwealth Retirement Investments
Virginia
$457K -$16.2K -165 -3%
LAM
1584
Lountzis Asset Management
Pennsylvania
$455K – – –
BBA
1585
Baader Bank Aktiengesellschaft
Germany
$454K -$112K -1,143 -19%
HTC
1586
Haverford Trust Company
Pennsylvania
$453K +$243K +2,480 +106%
OWM
1587
OneAscent Wealth Management
Alabama
$453K +$473K +4,824 New
SP
1588
SmartHarvest Portfolios
Washington
$453K -$159K -1,620 -25%
PCM
1589
Princeton Capital Management
New Jersey
$453K +$13.2K +135 +3%
AF
1590
Aviso Financial
Ontario, Canada
$453K -$40.4K -412 -8%
SEIA
1591
Signature Estate & Investment Advisors
California
$449K +$53.1K +541 +13%
SMH
1592
Sanders Morris Harris
Texas
$446K +$466K +4,750 New
WA
1593
Waddell & Associates
Tennessee
$446K -$7.06K -72 -1%
OWA
1594
Octavia Wealth Advisors
Ohio
$444K -$785 -8 -0.2%
WP
1595
Westmount Partners
California
$444K +$7.16K +73 +2%
HFS
1596
Hopwood Financial Services
Virginia
$443K +$13.2K +135 +3%
SWRP
1597
Summit Wealth & Retirement Planning
California
$443K +$37.1K +378 +9%
AHL
1598
Abel Hall LLC
Louisiana
$442K -$118K -1,204 -20%
KJWM
1599
Kiley Juergens Wealth Management
Washington
$442K +$461K +4,698 New
LI
1600
LRI Investments
Florida
$438K +$128K +1,310 +39%
62 63
64
65 66