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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WPP
1676
Whalerock Point Partners
Rhode Island
$289K – – –
MFGM
1677
Marshall Financial Group (Maryland)
Maryland
$288K -$23.9K -286 -8%
EWA
1678
Exencial Wealth Advisors
Oklahoma
$288K -$2.35K -28 -0.9%
ACIM
1679
Azimuth Capital Investment Management
Michigan
$287K – – –
LHC
1680
Little House Capital
Massachusetts
$287K -$7.2K -86 -3%
OC
1681
Oarsman Capital
Wisconsin
$286K -$70.8K -845 -21%
APW
1682
Austin Private Wealth
Texas
$286K +$12.9K +154 +5%
MM
1683
MQS Management
New York
$286K +$262K +3,134 New
SFG
1684
SNS Financial Group
Minnesota
$285K +$2.51K +30 +1%
SGCA
1685
Steel Grove Capital Advisors
Tennessee
$285K – – –
OWP
1686
Obermeyer Wealth Partners
Colorado
$283K -$502 -6 -0.2%
RDWM
1687
Red Door Wealth Management
Tennessee
$283K – – –
BMC
1688
Benin Management Corp
Connecticut
$283K -$109K -1,300 -30%
FMP
1689
Financial Management Professionals
Texas
$283K +$32.4K +387 +14%
HWP
1690
Highline Wealth Partners
California
$282K +$1.09K +13 +0.4%
HC
1691
Hara Capital
Washington
$281K -$440K -5,249 -63%
DE
1692
Diversified Enterprises
Delaware
$281K -$14.5K -173 -5%
PB
1693
Pinnacle Bancorp
Nebraska
$281K – – –
DWP
1694
Destiny Wealth Partners
Florida
$280K +$257K +3,068 New
BEW
1695
Burton Enright Welch
California
$280K +$257K +3,067 New
SW
1696
SMART Wealth
Nebraska
$280K +$40.1K +479 +19%
LF
1697
Lantz Financial
Illinois
$279K +$3.43K +41 +1%
SWMG
1698
Signature Wealth Management Group
Georgia
$279K -$56.5K -675 -18%
WCM
1699
Wedge Capital Management
North Carolina
$277K -$20.2K -241 -7%
TWM
1700
Tradition Wealth Management
Minnesota
$275K +$419 +5 +0.2%
66 67
68
69 70