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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
1626
Everpar Advisors
Oklahoma
$213K +$214K +2,897 New
HWA
1627
HHM Wealth Advisors
Tennessee
$213K -$17.6K -238 -8%
SMWM
1628
Silvia McColl Wealth Management
California
$213K +$74 +1 +0%
CP
1629
Castleview Partners
Texas
$212K -$56K -758 -21%
QC
1630
Quent Capital
New York
$212K +$8.27K +112 +4%
FFA
1631
Fi3 Financial Advisors
Indiana
$211K -$4.58K -62 -2%
SA
1632
SRH Advisors
Kansas
$210K – – –
KCM
1633
Kathmere Capital Management
Pennsylvania
$209K +$210K +2,842 New
CFO
1634
Collective Family Office
Pennsylvania
$208K -$91.8K -1,243 -31%
AWM
1635
Angeles Wealth Management
California
$207K -$5.91K -80 -3%
WA1
1636
Wimmer Associates 1
California
$207K -$15.1K -205 -7%
VT
1637
Vise Technologies
New York
$207K +$2.22K +30 +1%
SW
1638
SMART Wealth
Nebraska
$206K +$207K +2,802 New
BWP
1639
Bernardo Wealth Planning
Pennsylvania
$206K – – –
KSWA
1640
Kathleen S. Wright Associates
Pennsylvania
$206K -$3.99K -54 -2%
EFG
1641
Ethos Financial Group
Pennsylvania
$204K -$127K -1,717 -38%
BGAI
1642
Bruce G. Allen Investments
Colorado
$204K +$6.65K +90 +3%
BFO
1643
Biltmore Family Office
North Carolina
$202K +$203K +2,746 New
DMBA
1644
Deseret Mutual Benefit Administrators
Utah
$194K +$60K +812 +44%
LS
1645
Livforsakringsbolaget Skandia
Sweden
$194K -$51.7K -700 -21%
HIA
1646
Harbor Investment Advisory
Maryland
$191K +$4.29K +58 +0.7%
UWS
1647
Unique Wealth Strategies
Illinois
$189K +$193K +2,619 New
RTC
1648
Riverview Trust Company
Washington
$188K – – –
CFD
1649
Creative Financial Designs
Indiana
$181K -$40.3K -546 -18%
ADL
1650
Asset Dedication LLC
California
$176K +$369 +5 +0.2%
64 65
66
67 68