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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1626
Souders Financial Advisors
Ohio
$434K +$9.3K +98 +2%
SWRP
1627
Summit Wealth & Retirement Planning
California
$433K +$3.13K +33 +0.8%
USWIA
1628
UP Strategic Wealth Investment Advisors
Pennsylvania
$433K – – –
SIM
1629
Sentry Investment Management
Wisconsin
$432K – – –
TF
1630
Trek Financial
Arizona
$431K -$81.9K -863 -17%
CPW
1631
Catalyst Private Wealth
California
$429K +$4.84K +51 +1%
PBK
1632
Peoples Bank (Kansas)
Kansas
$428K -$13.8K -145 -3%
SEIA
1633
Signature Estate & Investment Advisors
California
$423K – – –
BWM
1634
Baron Wealth Management
Michigan
$418K +$38.7K +408 +11%
BWM
1635
Bernard Wealth Management
Michigan
$417K -$35K -369 -8%
CWG
1636
Cornerstone Wealth Group
North Carolina
$416K +$40.9K +431 +12%
OFS
1637
OneAscent Financial Services
Alabama
$414K +$189K +1,990 +92%
IAMOG
1638
Investors Asset Management of Georgia
Georgia
$412K +$190 +2 +0%
CCMG
1639
Clark Capital Management Group
Pennsylvania
$412K +$105K +1,112 +37%
ICP
1640
Interchange Capital Partners
Pennsylvania
$410K +$10.6K +112 +3%
NMC
1641
Nine Masts Capital
Hong Kong
$409K -$163K -1,714 -30%
5NPW
1642
55 North Private Wealth
Florida
$409K +$388K +4,089 New
RBC
1643
Romano Brothers & Co
Illinois
$408K +$10.5K +111 +3%
DL
1644
Dockside LLC
New York
$407K +$387K +4,077 New
HBS
1645
Howard Bailey Securities
Indiana
$407K -$55.7K -587 -13%
OC
1646
Opinicus Capital
Florida
$406K -$14.2K -150 -4%
PG
1647
Prostatis Group
Maryland
$404K +$384K +4,047 New
WI
1648
WrapManager Inc
California
$403K -$60K -632 -14%
FCMA
1649
Foresight Capital Management Advisors
Michigan
$402K +$57.9K +610 +18%
OCG
1650
Opus Capital Group
Ohio
$402K +$14.2K +150 +4%
64 65
66
67 68