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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1676
WrapManager Inc
California
$353K -$22.6K -248 -6%
PFA
1677
Professional Financial Advisors
Nebraska
$353K -$1.64M -17,962 -82%
FCMA
1678
Foresight Capital Management Advisors
Michigan
$352K -$44K -482 -11%
GWAG
1679
Garrett Wealth Advisory Group
Texas
$352K +$6.47K +71 +2%
BWM
1680
Baron Wealth Management
Michigan
$349K -$2.46K -27 -0.7%
FFM
1681
Forum Financial Management
Illinois
$349K +$2.37K +26 +0.7%
CA
1682
Cornerstone Advisory
Maryland
$346K +$6.29K +69 +2%
FHC
1683
First Horizon Corporation
Tennessee
$345K -$12.9K -141 -4%
SFG
1684
Southern Financial Group
Alabama
$345K -$2.74K -30 -0.8%
RWA
1685
River Wealth Advisors
Pennsylvania
$345K -$11.4K -125 -3%
GAM
1686
Gemmer Asset Management
California
$344K -$5.2K -57 -2%
FFA
1687
Florida Financial Advisors
Florida
$344K -$45.4K -498 -12%
FWTB
1688
First Western Trust Bank
Colorado
$342K -$331K -3,625 -49%
OIS
1689
OneAscent Investment Solutions
Alabama
$341K -$115K -1,262 -25%
AIFAIM
1690
American Institute for Advanced Investment Management
Arizona
$341K – – –
SFC
1691
SYM Financial Corp
Indiana
$341K +$4.1K +45 +1%
PCS
1692
Private Client Services
Kentucky
$341K +$5.56K +61 +2%
DE
1693
Diversified Enterprises
Delaware
$340K -$24.5K -269 -7%
SIM
1694
Studio Investment Management
Illinois
$340K +$1.09K +12 +0.3%
TWM
1695
TriaGen Wealth Management
California
$339K – – –
CK
1696
Cohen Klingenstein
New York
$338K – – –
MGWM
1697
Marks Group Wealth Management
Minnesota
$337K -$1.37K -15 -0.4%
CWS
1698
Confluence Wealth Services
Pennsylvania
$336K +$332K +3,645 New
DG
1699
Dala Group
Illinois
$334K -$35.9K -394 -10%
SVWAG
1700
Sound View Wealth Advisors Group
Georgia
$334K -$25.7K -282 -7%
66 67
68
69 70