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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1601
Hantz Financial Services
Michigan
$407K -$231K -2,538 -37%
KCIC
1602
Kuhn & Co Investment Counsel
Illinois
$406K – – –
DTC
1603
Davidson Trust Company
Washington
$404K -$14.1K -155 -3%
TCA
1604
Transcend Capital Advisors
New Jersey
$404K -$243K -2,668 -38%
CPA
1605
Capital Performance Advisors
California
$403K -$273K -2,996 -41%
GA
1606
Greenspring Advisors
Maryland
$401K +$53.6K +588 +16%
PBK
1607
Peoples Bank (Kansas)
Kansas
$400K +$10.3K +113 +3%
IC
1608
Inscription Capital
Texas
$400K -$245K -2,684 -38%
HWA
1609
Heritage Wealth Advisors
Virginia
$399K -$23.5K -258 -6%
AIM
1610
Acropolis Investment Management
Missouri
$398K -$14K -153 -3%
CMAI
1611
Capital Management Associates Inc
Minnesota
$398K +$45.6K +500 +13%
RFN
1612
RDA Financial Network
Iowa
$397K +$29.8K +327 +8%
TAM
1613
Trillium Asset Management
Massachusetts
$396K – – –
KJWM
1614
Kiley Juergens Wealth Management
Washington
$395K -$37.9K -416 -9%
SFA
1615
Souders Financial Advisors
Ohio
$395K -$32.1K -352 -8%
CPW
1616
Catalyst Private Wealth
California
$394K -$4.47K -49 -1%
BAM
1617
Broyhill Asset Management
North Carolina
$394K – – –
S
1618
Storgate
Texas
$393K +$389K +4,264 New
AIM
1619
Athena Investment Management
California
$392K -$315K -3,458 -45%
OFO
1620
OneAscent Family Office
Alabama
$392K +$30K +329 +8%
MA
1621
MONECO Advisors
Connecticut
$389K +$68.5K +751 +22%
BFS
1622
Bradley Foster & Sargent
Connecticut
$388K +$24.4K +268 +7%
VCM
1623
Violich Capital Management
California
$388K +$164K +1,800 +75%
SEIA
1624
Signature Estate & Investment Advisors
California
$385K -$55.9K -613 -13%
PWS
1625
Peterson Wealth Services
Utah
$384K +$3.56K +39 +0.9%
63 64
65
66 67