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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
1676
Wealth Group
North Carolina
$385K +$365K +3,852 New
BWS
1677
Broadway Wealth Solutions
Texas
$382K +$15.5K +163 +4%
CG
1678
CFO4Life Group
Texas
$382K -$17.7K -187 -5%
BCA
1679
Bay Colony Advisors
Massachusetts
$381K +$13.3K +140 +4%
SF
1680
Sun Financial
Utah
$379K +$360K +3,791 New
FPCP
1681
Fort Point Capital Partners
California
$378K +$349K +3,681 New
PCG
1682
Prosperity Consulting Group
Maryland
$377K +$358K +3,772 New
RPCONE
1683
Retirement Planning Company of New England
Rhode Island
$376K +$11.1K +117 +3%
PF
1684
Phoenix Financial
Israel
$376K +$11.3K +119 +3%
MWM
1685
Marion Wealth Management
Pennsylvania
$375K +$33.2K +350 +11%
SL
1686
Sentinus LLC
Illinois
$375K +$19.1K +201 +6%
FFO
1687
Fiduciary Family Office
Florida
$373K -$8.92K -94 -2%
EA
1688
Everpar Advisors
Oklahoma
$372K +$36.2K +382 +11%
APW
1689
Austin Private Wealth
Texas
$372K +$68.6K +723 +24%
MGWM
1690
Marks Group Wealth Management
Minnesota
$372K -$3.42K -36 -1%
PIA
1691
Perennial Investment Advisors
California
$371K +$36.9K +389 +12%
AIFAIM
1692
American Institute for Advanced Investment Management
Arizona
$369K -$19K -200 -5%
SIM
1693
Studio Investment Management
Illinois
$368K -$6.07K -64 -2%
TWM
1694
TriaGen Wealth Management
California
$367K – – –
RFN
1695
RDA Financial Network
Iowa
$367K +$22.2K +234 +7%
BWM
1696
BlackDiamond Wealth Management
New York
$367K +$12.8K +135 +4%
CK
1697
Cohen Klingenstein
New York
$366K – – –
EWA
1698
Exencial Wealth Advisors
Oklahoma
$363K +$18.9K +199 +6%
CIC
1699
Chilton Investment Company
Connecticut
$362K +$13.3K +140 +4%
APG
1700
Abacus Planning Group
South Carolina
$362K -$2.09K -22 -0.6%
66 67
68
69 70