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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1626
Aberdeen Wealth Management
Illinois
$409K – – –
FFO
1627
Fiduciary Family Office
Florida
$408K +$59.5K +607 +16%
APP
1628
Avantax Planning Partners
Iowa
$407K -$50.6K -516 -11%
CPW
1629
Catalyst Private Wealth
California
$406K +$2.45K +25 +0.6%
SC
1630
SouthState Corp
Florida
$406K -$159K -1,620 -27%
FCMA
1631
Foresight Capital Management Advisors
Michigan
$404K +$26.5K +270 +7%
TAM
1632
Trillium Asset Management
Massachusetts
$403K -$39.2K -400 -9%
OFS
1633
Orrstown Financial Services
Pennsylvania
$402K +$37.8K +385 +10%
BAM
1634
Broyhill Asset Management
North Carolina
$401K -$61.3K -625 -13%
EFH
1635
Eaton Financial Holdings
Florida
$400K -$47.1K -480 -10%
TWM
1636
TRB Wealth Management
Texas
$399K +$417K +4,250 New
FFA
1637
Florida Financial Advisors
Florida
$397K +$24.8K +253 +6%
PBK
1638
Peoples Bank (Kansas)
Kansas
$396K -$6.87K -70 -2%
DO
1639
denkapparat Operations
Germany
$396K +$413K +4,214 New
HWA
1640
HHM Wealth Advisors
Tennessee
$396K +$24.4K +249 +6%
ST
1641
Smithfield Trust
Pennsylvania
$395K +$68.7K +700 +20%
FCM
1642
Fieldview Capital Management
Michigan
$395K +$412K +4,199 New
CT
1643
Chicago Trust
Illinois
$394K +$56.6K +577 +16%
ICP
1644
Impact Capital Partners
Colorado
$393K -$40.6K -414 -9%
CWG
1645
Cornerstone Wealth Group
North Carolina
$392K +$9.71K +99 +2%
TCM
1646
Telos Capital Management
California
$391K -$57.3K -584 -12%
OC
1647
Opinicus Capital
Florida
$388K +$7.06K +72 +2%
IAMOG
1648
Investors Asset Management of Georgia
Georgia
$388K +$294 +3 +0.1%
PWS
1649
Peterson Wealth Services
Utah
$388K +$65.4K +667 +19%
OCG
1650
Opus Capital Group
Ohio
$387K +$9.02K +92 +2%
64 65
66
67 68