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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1626
Souders Financial Advisors
Ohio
$395K -$32.1K -352 -8%
CPW
1627
Catalyst Private Wealth
California
$394K -$4.47K -49 -1%
BAM
1628
Broyhill Asset Management
North Carolina
$394K – – –
S
1629
Storgate
Texas
$393K +$389K +4,264 New
AIM
1630
Athena Investment Management
California
$392K -$315K -3,458 -45%
OFO
1631
OneAscent Family Office
Alabama
$392K +$30K +329 +8%
MA
1632
MONECO Advisors
Connecticut
$389K +$68.5K +751 +22%
BFS
1633
Bradley Foster & Sargent
Connecticut
$388K +$24.4K +268 +7%
VCM
1634
Violich Capital Management
California
$388K +$164K +1,800 +75%
SEIA
1635
Signature Estate & Investment Advisors
California
$385K -$55.9K -613 -13%
PWS
1636
Peterson Wealth Services
Utah
$384K +$3.56K +39 +0.9%
TCM
1637
Telos Capital Management
California
$384K +$91 +1 +0%
APP
1638
Avantax Planning Partners
Iowa
$383K -$16.7K -183 -4%
AHL
1639
Abel Hall LLC
Louisiana
$382K -$51.3K -562 -12%
SC
1640
SouthState Corp
Florida
$381K -$17.2K -189 -4%
SF
1641
Sun Financial
Utah
$379K -$19.5K -214 -6%
HWA
1642
HHM Wealth Advisors
Tennessee
$379K -$9.12K -100 -2%
ST
1643
Smithfield Trust
Pennsylvania
$379K -$7.3K -80 -2%
CA
1644
CoreCap Advisors
Michigan
$379K +$39.6K +434 +12%
KFC
1645
Klingenstein Fields & Co
New York
$378K +$35.6K +390 +11%
HHAA
1646
Henry H. Armstrong Associates
Pennsylvania
$377K -$182K -2,000 -33%
LCWP
1647
Legacy Capital Wealth Partners
Arkansas
$377K +$3.46K +38 +0.9%
OC
1648
Opinicus Capital
Florida
$377K -$4.2K -46 -1%
BWM
1649
Bernard Wealth Management
Michigan
$376K -$92K -1,009 -20%
PB
1650
Prosperity Bancshares
Texas
$375K +$24.2K +265 +7%
64 65
66
67 68