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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PWC
1676
Pathfinder Wealth Consulting
North Carolina
$370K +$386K +3,940 New
HB
1677
Horizon Bancorp
Indiana
$370K +$72.7K +741 +23%
BGDI
1678
BW Gestao de Investimentos
Brazil
$370K +$386K +3,935 New
BFS
1679
Bradley Foster & Sargent
Connecticut
$370K -$41.2K -420 -10%
OFO
1680
OneAscent Family Office
Alabama
$368K +$113K +1,156 +42%
WRPWM
1681
Werba Rubin Papier Wealth Management
California
$368K +$44.7K +456 +13%
PWM
1682
Purus Wealth Management
California
$368K +$35K +357 +10%
SVWAG
1683
Sound View Wealth Advisors Group
Georgia
$367K +$36.8K +375 +11%
HBS
1684
Howard Bailey Securities
Indiana
$367K -$17.3K -176 -4%
GWANC
1685
Guardian Wealth Advisors (North Carolina)
North Carolina
$366K +$48K +489 +14%
NRW
1686
Nova R Wealth
Kansas
$366K -$1.18K -12 -0.3%
USWIA
1687
UP Strategic Wealth Investment Advisors
Pennsylvania
$365K -$4.32K -44 -1%
FHC
1688
First Horizon Corporation
Tennessee
$365K -$1.86K -19 -0.5%
BWP
1689
BSW Wealth Partners
Colorado
$364K -$252K -2,568 -40%
RWA
1690
River Wealth Advisors
Pennsylvania
$363K -$48.3K -492 -11%
BWS
1691
Broadway Wealth Solutions
Texas
$363K +$3.14K +32 +0.8%
WG
1692
Wealth Group
North Carolina
$362K – – –
HNB
1693
Hilltop National Bank
Wyoming
$362K +$79.4K +810 +27%
MWA
1694
Muirfield Wealth Advisors
North Carolina
$360K +$38.1K +388 +11%
SWP
1695
Semus Wealth Partners
Florida
$359K -$9.12K -93 -2%
BWM
1696
Baron Wealth Management
Michigan
$358K -$36.2K -369 -9%
CMAI
1697
Capital Management Associates Inc
Minnesota
$358K +$19.8K +202 +6%
PB
1698
Prosperity Bancshares
Texas
$357K +$130K +1,328 +54%
1C
1699
111 Capital
France
$357K +$373K +3,800 New
GAM
1700
Gemmer Asset Management
California
$356K -$131K -1,338 -26%
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