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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1676
Aspire Capital Advisors
Washington
$201K +$203K +2,716 New
AA
1677
Auxano Advisors
Washington
$201K +$203K +2,715 New
BFA
1678
Beaumont Financial Advisors
Massachusetts
$201K +$203K +2,710 New
BWP
1679
Bernardo Wealth Planning
Pennsylvania
$200K -$3.44K -46 -2%
WWP
1680
Waypoint Wealth Partners
California
$200K +$202K +2,705 New
FC
1681
Forte Capital
New York
$200K +$202K +2,705 New
FMP
1682
Financial Management Professionals
Texas
$195K -$7.41K -99 -4%
RTC
1683
Riverview Trust Company
Washington
$191K – – –
EWP
1684
Elevation Wealth Partners
California
$187K -$153K -2,050 -45%
HB
1685
Horizon Bancorp
Indiana
$186K +$6.81K +91 +4%
WTFG
1686
Wood Tarver Financial Group
Idaho
$186K +$189K +2,522 New
OP
1687
ORG Partners
Indiana
$185K +$82.3K +1,100 +79%
T
1688
TOBAM
France
$185K -$85.8K -1,147 -31%
QL
1689
Quarry LP
New York
$183K -$40.6K -543 -18%
CH
1690
Cromwell Holdings
Wyoming
$183K – – –
CFD
1691
Creative Financial Designs
Indiana
$180K +$299 +4 +0.2%
B
1692
Birchbrook
Maine
$180K -$3.74K -50 -2%
EFG
1693
Ethos Financial Group
Pennsylvania
$179K +$181K +2,413 New
DMBA
1694
Deseret Mutual Benefit Administrators
Utah
$178K -$12.3K -164 -6%
ADL
1695
Asset Dedication LLC
California
$178K +$898 +12 +0.5%
JEST
1696
JTC Employer Solutions Trustee
Jersey
$174K – – –
GBT
1697
Grove Bank & Trust
Florida
$173K +$12.2K +163 +7%
EPIMS
1698
Evelyn Partners Investment Management Services
$172K +$174K +2,330 New
SC
1699
Stance Capital
Massachusetts
$172K +$174K +2,319 New
EB
1700
Eastern Bank
Massachusetts
$171K +$47K +628 +37%
66 67
68
69 70