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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1651
Heirloom Wealth Management
Colorado
$401K +$381K +4,013 New
BFG
1652
Berger Financial Group
Minnesota
$399K +$14.3K +151 +4%
PCM
1653
Penserra Capital Management
California
$397K +$21.1K +222 +6%
FFA
1654
Florida Financial Advisors
Florida
$397K +$6.07K +64 +2%
KA
1655
Kovack Advisors
Florida
$396K +$112K +1,177 +42%
HWA
1656
HHM Wealth Advisors
Tennessee
$396K -$190 -2 -0.1%
CWA
1657
Clearview Wealth Advisors
Oregon
$396K -$18.5K -195 -5%
ASG
1658
Ariston Services Group
California
$395K – – –
FA
1659
Faithward Advisors
Pennsylvania
$395K -$759 -8 -0.2%
VST
1660
Van Strum & Towne
California
$395K – – –
GWM
1661
Gibbs Wealth Management
Georgia
$395K -$31.1K -328 -8%
SWP
1662
Semus Wealth Partners
Florida
$391K -$35K -369 -9%
NRW
1663
Nova R Wealth
Kansas
$390K -$7.3K -77 -2%
FHC
1664
First Horizon Corporation
Tennessee
$390K +$1.61K +17 +0.4%
TCM
1665
Triumph Capital Management
Colorado
$389K +$949 +10 +0.3%
KFC
1666
Klingenstein Fields & Co
New York
$389K – – –
OFS
1667
Orrstown Financial Services
Pennsylvania
$388K +$369K +3,888 New
FC
1668
Farringdon Capital
United Kingdom
$388K +$369K +3,887 New
ATS
1669
Ashton Thomas Securities
New York
$387K +$2.94K +31 +0.8%
MCCP
1670
Mission Creek Capital Partners
California
$387K -$9.49K -100 -3%
WWM
1671
Whalen Wealth Management
Nevada
$386K +$367K +3,868 New
CFO
1672
Cambient Family Office
Michigan
$386K +$367K +3,864 New
AA
1673
Armis Advisers
Georgia
$386K +$43.2K +455 +13%
RCP
1674
Rothschild Capital Partners
New York
$386K – – –
SAM
1675
Sompo Asset Management
Japan
$386K -$153K -1,610 -29%
65 66
67
68 69