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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
ASG
1651
Ariston Services Group
California
$365K +$361K +3,958 New
FA
1652
Faithward Advisors
Pennsylvania
$365K -$730 -8 -0.2%
PWM
1653
Purus Wealth Management
California
$365K +$3.37K +37 +0.9%
VST
1654
Van Strum & Towne
California
$364K – – –
OCG
1655
Opus Capital Group
Ohio
$364K -$15.2K -167 -4%
CFO
1656
Cambient Family Office
Michigan
$363K -$93K -1,020 -21%
NRW
1657
Nova R Wealth
Kansas
$363K +$3.65K +40 +1%
PCM
1658
Prelude Capital Management
New York
$361K +$357K +3,914 New
AWAU
1659
Alliance Wealth Advisors (Utah)
Utah
$361K -$18K -197 -5%
KFP
1660
KMG Fiduciary Partners
Ohio
$361K -$178K -1,947 -33%
RPCONE
1661
Retirement Planning Company of New England
Rhode Island
$357K +$8.39K +92 +2%
RDWM
1662
Red Door Wealth Management
Tennessee
$355K +$34.2K +375 +11%
HB
1663
Horizon Bancorp
Indiana
$354K -$9.48K -104 -3%
SWP
1664
Semus Wealth Partners
Florida
$354K +$1.19K +13 +0.3%
WI
1665
WrapManager Inc
California
$353K -$22.6K -248 -6%
PFA
1666
Professional Financial Advisors
Nebraska
$353K -$1.64M -17,962 -82%
FCMA
1667
Foresight Capital Management Advisors
Michigan
$352K -$44K -482 -11%
GWAG
1668
Garrett Wealth Advisory Group
Texas
$352K +$6.47K +71 +2%
BWM
1669
Baron Wealth Management
Michigan
$349K -$2.46K -27 -0.7%
FFM
1670
Forum Financial Management
Illinois
$349K +$2.37K +26 +0.7%
CA
1671
Cornerstone Advisory
Maryland
$346K +$6.29K +69 +2%
FHC
1672
First Horizon Corporation
Tennessee
$345K -$12.9K -141 -4%
SFG
1673
Southern Financial Group
Alabama
$345K -$2.74K -30 -0.8%
RWA
1674
River Wealth Advisors
Pennsylvania
$345K -$11.4K -125 -3%
GAM
1675
Gemmer Asset Management
California
$344K -$5.2K -57 -2%
65 66
67
68 69