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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1626
Telos Capital Management
California
$384K +$91 +1 +0%
APP
1627
Avantax Planning Partners
Iowa
$383K -$16.7K -183 -4%
AHL
1628
Abel Hall LLC
Louisiana
$382K -$51.3K -562 -12%
SC
1629
SouthState Corp
Florida
$381K -$17.2K -189 -4%
SF
1630
Sun Financial
Utah
$379K -$19.5K -214 -6%
HWA
1631
HHM Wealth Advisors
Tennessee
$379K -$9.12K -100 -2%
ST
1632
Smithfield Trust
Pennsylvania
$379K -$7.3K -80 -2%
CA
1633
CoreCap Advisors
Michigan
$379K +$39.6K +434 +12%
KFC
1634
Klingenstein Fields & Co
New York
$378K +$35.6K +390 +11%
HHAA
1635
Henry H. Armstrong Associates
Pennsylvania
$377K -$182K -2,000 -33%
LCWP
1636
Legacy Capital Wealth Partners
Arkansas
$377K +$3.46K +38 +0.9%
OC
1637
Opinicus Capital
Florida
$377K -$4.2K -46 -1%
BWM
1638
Bernard Wealth Management
Michigan
$376K -$92K -1,009 -20%
PB
1639
Prosperity Bancshares
Texas
$375K +$24.2K +265 +7%
ATS
1640
Ashton Thomas Securities
New York
$373K -$3.01K -33 -0.8%
ICP
1641
Impact Capital Partners
Colorado
$372K -$13.1K -144 -3%
5NPW
1642
55 North Private Wealth
Florida
$372K -$365 -4 -0.1%
BWS
1643
Broadway Wealth Solutions
Texas
$371K +$15K +165 +4%
MWA
1644
Muirfield Wealth Advisors
North Carolina
$371K +$17.9K +196 +5%
EWM
1645
Evermay Wealth Management
Virginia
$371K -$54.7K -600 -13%
RBC
1646
Romano Brothers & Co
Illinois
$370K +$4.56K +50 +1%
AAP
1647
Aristotle Atlantic Partners
Florida
$369K – – –
BCA
1648
Bay Colony Advisors
Massachusetts
$369K +$4.47K +49 +1%
CCA
1649
Childress Capital Advisors
Texas
$366K -$101K -1,105 -22%
DP
1650
Denver PWM
Colorado
$365K -$7.2K -79 -2%
64 65
66
67 68