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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1676
Florida Financial Advisors
Florida
$344K -$45.4K -498 -12%
FWTB
1677
First Western Trust Bank
Colorado
$342K -$331K -3,625 -49%
OIS
1678
OneAscent Investment Solutions
Alabama
$341K -$115K -1,262 -25%
AIFAIM
1679
American Institute for Advanced Investment Management
Arizona
$341K – – –
SFC
1680
SYM Financial Corp
Indiana
$341K +$4.1K +45 +1%
PCS
1681
Private Client Services
Kentucky
$341K +$5.56K +61 +2%
DE
1682
Diversified Enterprises
Delaware
$340K -$24.5K -269 -7%
SIM
1683
Studio Investment Management
Illinois
$340K +$1.09K +12 +0.3%
TWM
1684
TriaGen Wealth Management
California
$339K – – –
CK
1685
Cohen Klingenstein
New York
$338K – – –
MGWM
1686
Marks Group Wealth Management
Minnesota
$337K -$1.37K -15 -0.4%
CWS
1687
Confluence Wealth Services
Pennsylvania
$336K +$332K +3,645 New
DG
1688
Dala Group
Illinois
$334K -$35.9K -394 -10%
SVWAG
1689
Sound View Wealth Advisors Group
Georgia
$334K -$25.7K -282 -7%
FWA
1690
Fulcrum Wealth Advisors
Washington
$334K +$1K +11 +0.3%
TCM
1691
Triumph Capital Management
Colorado
$332K -$33.9K -372 -9%
FCM
1692
Fire Capital Management
California
$332K – – –
DFA
1693
Delta Financial Advisors
Louisiana
$331K +$2.74K +30 +0.8%
AL
1694
ARWA LLC
Texas
$331K -$192K -2,100 -40%
FCMT
1695
Founders Capital Management (Texas)
Texas
$331K – – –
NHT
1696
New Hampshire Trust
New Hampshire
$329K -$14.4K -158 -4%
RIP
1697
RAM Investment Partners
Washington
$328K -$1.37K -15 -0.4%
SIA
1698
Strategic Investment Advisors
Michigan
$327K -$42.9K -470 -12%
MSWA
1699
Marshall & Sterling Wealth Advisors
New York
$326K +$51K +559 +19%
PIA
1700
Perennial Investment Advisors
California
$326K -$38K -417 -11%
66 67
68
69 70