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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1626
Wisconsin Capital Management
Wisconsin
$319K – – –
RMAM
1627
Raab & Moskowitz Asset Management
New Jersey
$319K -$400K -4,773 -58%
LCM
1628
LCM Capital Management
Illinois
$318K – – –
CIC
1629
Chilton Investment Company
Connecticut
$318K +$292K +3,488 New
SIA
1630
SeaBridge Investment Advisors
New Jersey
$316K -$14.2K -170 -5%
KWS
1631
Keystone Wealth Services
California
$316K -$586 -7 -0.2%
QC
1632
Quent Capital
New York
$315K +$21.4K +255 +8%
AWM
1633
Aprio Wealth Management
Georgia
$315K +$44.1K +527 +18%
MPM
1634
MBB Public Markets
Illinois
$314K -$63.9K -763 -18%
FC
1635
Forte Capital
New York
$313K +$39.2K +468 +16%
GLA
1636
Good Life Advisors
Pennsylvania
$310K -$357K -4,268 -56%
FFA
1637
Florida Financial Advisors
Florida
$309K +$284K +3,387 New
SWM
1638
Seed Wealth Management
Illinois
$306K – – –
SB
1639
Strategic Blueprint
Georgia
$306K -$56.2K -671 -17%
PFS
1640
Physicians Financial Services
North Carolina
$306K +$33.5K +400 +14%
CFA
1641
CWS Financial Advisors
Michigan
$306K – – –
SPWM
1642
Spartan Planning & Wealth Management
North Carolina
$305K -$670 -8 -0.2%
SNPAM
1643
St. Nicholas Private Asset Management
Florida
$304K – – –
ADIM
1644
Alpha DNA Investment Management
Maryland
$303K -$6.03K -72 -2%
MCM
1645
Manchester Capital Management
Vermont
$303K +$24.7K +295 +10%
PWS
1646
Peterson Wealth Services
Utah
$303K -$28.1K -336 -9%
BCA
1647
Bay Colony Advisors
Massachusetts
$302K +$1.09K +13 +0.4%
LWM
1648
LongView Wealth Management
Georgia
$302K +$837 +10 +0.3%
AA
1649
Armis Advisers
Georgia
$302K +$275K +3,279 New
SFC
1650
SYM Financial Corp
Indiana
$301K +$34.8K +416 +14%
64 65
66
67 68