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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
ATS
1651
Ashton Thomas Securities
New York
$373K -$3.01K -33 -0.8%
ICP
1652
Impact Capital Partners
Colorado
$372K -$13.1K -144 -3%
5NPW
1653
55 North Private Wealth
Florida
$372K -$365 -4 -0.1%
BWS
1654
Broadway Wealth Solutions
Texas
$371K +$15K +165 +4%
MWA
1655
Muirfield Wealth Advisors
North Carolina
$371K +$17.9K +196 +5%
EWM
1656
Evermay Wealth Management
Virginia
$371K -$54.7K -600 -13%
RBC
1657
Romano Brothers & Co
Illinois
$370K +$4.56K +50 +1%
AAP
1658
Aristotle Atlantic Partners
Florida
$369K – – –
BCA
1659
Bay Colony Advisors
Massachusetts
$369K +$4.47K +49 +1%
CCA
1660
Childress Capital Advisors
Texas
$366K -$101K -1,105 -22%
DP
1661
Denver PWM
Colorado
$365K -$7.2K -79 -2%
ASG
1662
Ariston Services Group
California
$365K +$361K +3,958 New
FA
1663
Faithward Advisors
Pennsylvania
$365K -$730 -8 -0.2%
PWM
1664
Purus Wealth Management
California
$365K +$3.37K +37 +0.9%
VST
1665
Van Strum & Towne
California
$364K – – –
OCG
1666
Opus Capital Group
Ohio
$364K -$15.2K -167 -4%
CFO
1667
Cambient Family Office
Michigan
$363K -$93K -1,020 -21%
NRW
1668
Nova R Wealth
Kansas
$363K +$3.65K +40 +1%
PCM
1669
Prelude Capital Management
New York
$361K +$357K +3,914 New
AWAU
1670
Alliance Wealth Advisors (Utah)
Utah
$361K -$18K -197 -5%
KFP
1671
KMG Fiduciary Partners
Ohio
$361K -$178K -1,947 -33%
RPCONE
1672
Retirement Planning Company of New England
Rhode Island
$357K +$8.39K +92 +2%
RDWM
1673
Red Door Wealth Management
Tennessee
$355K +$34.2K +375 +11%
HB
1674
Horizon Bancorp
Indiana
$354K -$9.48K -104 -3%
SWP
1675
Semus Wealth Partners
Florida
$354K +$1.19K +13 +0.3%
65 66
67
68 69