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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FBFS
1601
First Business Financial Services
Wisconsin
$375K – – –
FRM
1602
Fox Run Management
Connecticut
$374K +$372K +3,921 New
CCFM
1603
Clear Creek Financial Management
Washington
$374K +$135K +1,422 +57%
FFA
1604
Florida Financial Advisors
Florida
$373K +$49.1K +517 +15%
KFC
1605
Klingenstein Fields & Co
New York
$372K – – –
AIFAIM
1606
American Institute for Advanced Investment Management
Arizona
$372K -$2.09K -22 -0.6%
TCM
1607
Triumph Capital Management
Colorado
$371K -$854 -9 -0.2%
FHC
1608
First Horizon Corporation
Tennessee
$371K +$369K +3,883 New
OCG
1609
Opus Capital Group
Ohio
$370K – – –
RCP
1610
Rothschild Capital Partners
New York
$369K – – –
BFG
1611
Berger Financial Group
Minnesota
$367K +$5.79K +61 +2%
ATS
1612
Ashton Thomas Securities
New York
$367K +$365K +3,847 New
FFO
1613
Fiduciary Family Office
Florida
$366K -$61.7K -650 -15%
LSA
1614
Leonteq Securities AG
Switzerland
$365K +$203K +2,137 +127%
JTWM
1615
Jackson Thornton Wealth Management
Alabama
$363K +$367K +3,869 New
PWM
1616
Purus Wealth Management
California
$362K -$7.88K -83 -2%
BWM
1617
Baron Wealth Management
Michigan
$360K -$17.1K -180 -5%
AGA
1618
Accuvest Global Advisors
Utah
$359K +$357K +3,760 New
MGWM
1619
Marks Group Wealth Management
Minnesota
$358K – – –
PCM
1620
Penserra Capital Management
California
$358K +$100K +1,056 +39%
SIM
1621
Studio Investment Management
Illinois
$358K -$11K -116 -3%
DP
1622
Denver PWM
Colorado
$357K – – –
FFB
1623
First Financial Bankshares
Texas
$356K +$107K +1,126 +43%
CWG
1624
Cornerstone Wealth Group
North Carolina
$356K +$41.3K +435 +13%
VWM
1625
Venturi Wealth Management
Texas
$355K +$98.2K +1,035 +39%
63 64
65
66 67