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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1676
Collective Family Office
Pennsylvania
$202K +$204K +2,726 New
MAM
1677
Mainsail Asset Management
Alabama
$202K +$204K +2,725 New
ACA
1678
Aspire Capital Advisors
Washington
$201K +$203K +2,716 New
AA
1679
Auxano Advisors
Washington
$201K +$203K +2,715 New
BFA
1680
Beaumont Financial Advisors
Massachusetts
$201K +$203K +2,710 New
BWP
1681
Bernardo Wealth Planning
Pennsylvania
$200K -$3.44K -46 -2%
WWP
1682
Waypoint Wealth Partners
California
$200K +$202K +2,705 New
FC
1683
Forte Capital
New York
$200K +$202K +2,705 New
FMP
1684
Financial Management Professionals
Texas
$195K -$7.41K -99 -4%
RTC
1685
Riverview Trust Company
Washington
$191K – – –
EWP
1686
Elevation Wealth Partners
California
$187K -$153K -2,050 -45%
HB
1687
Horizon Bancorp
Indiana
$186K +$6.81K +91 +4%
WTFG
1688
Wood Tarver Financial Group
Idaho
$186K +$189K +2,522 New
OP
1689
ORG Partners
Indiana
$185K +$82.3K +1,100 +79%
T
1690
TOBAM
France
$185K -$85.8K -1,147 -31%
QL
1691
Quarry LP
New York
$183K -$40.6K -543 -18%
CH
1692
Cromwell Holdings
Wyoming
$183K – – –
CFD
1693
Creative Financial Designs
Indiana
$180K +$299 +4 +0.2%
B
1694
Birchbrook
Maine
$180K -$3.74K -50 -2%
EFG
1695
Ethos Financial Group
Pennsylvania
$179K +$181K +2,413 New
DMBA
1696
Deseret Mutual Benefit Administrators
Utah
$178K -$12.3K -164 -6%
ADL
1697
Asset Dedication LLC
California
$178K +$898 +12 +0.5%
JEST
1698
JTC Employer Solutions Trustee
Jersey
$174K – – –
GBT
1699
Grove Bank & Trust
Florida
$173K +$12.2K +163 +7%
EPIMS
1700
Evelyn Partners Investment Management Services
$172K +$174K +2,330 New
66 67
68
69 70