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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
OFO
1676
OneAscent Family Office
Alabama
$368K +$113K +1,156 +42%
WRPWM
1677
Werba Rubin Papier Wealth Management
California
$368K +$44.7K +456 +13%
PWM
1678
Purus Wealth Management
California
$368K +$35K +357 +10%
SVWAG
1679
Sound View Wealth Advisors Group
Georgia
$367K +$36.8K +375 +11%
HBS
1680
Howard Bailey Securities
Indiana
$367K -$17.3K -176 -4%
GWANC
1681
Guardian Wealth Advisors (North Carolina)
North Carolina
$366K +$48K +489 +14%
NRW
1682
Nova R Wealth
Kansas
$366K -$1.18K -12 -0.3%
USWIA
1683
UP Strategic Wealth Investment Advisors
Pennsylvania
$365K -$4.32K -44 -1%
FHC
1684
First Horizon Corporation
Tennessee
$365K -$1.86K -19 -0.5%
BWP
1685
BSW Wealth Partners
Colorado
$364K -$252K -2,568 -40%
RWA
1686
River Wealth Advisors
Pennsylvania
$363K -$48.3K -492 -11%
BWS
1687
Broadway Wealth Solutions
Texas
$363K +$3.14K +32 +0.8%
WG
1688
Wealth Group
North Carolina
$362K – – –
HNB
1689
Hilltop National Bank
Wyoming
$362K +$79.4K +810 +27%
MWA
1690
Muirfield Wealth Advisors
North Carolina
$360K +$38.1K +388 +11%
SWP
1691
Semus Wealth Partners
Florida
$359K -$9.12K -93 -2%
BWM
1692
Baron Wealth Management
Michigan
$358K -$36.2K -369 -9%
CMAI
1693
Capital Management Associates Inc
Minnesota
$358K +$19.8K +202 +6%
PB
1694
Prosperity Bancshares
Texas
$357K +$130K +1,328 +54%
1C
1695
111 Capital
France
$357K +$373K +3,800 New
GAM
1696
Gemmer Asset Management
California
$356K -$131K -1,338 -26%
WS
1697
Wilian Securities
Minnesota
$355K +$371K +3,779 New
RPCONE
1698
Retirement Planning Company of New England
Rhode Island
$355K +$1.37K +14 +0.4%
MWM
1699
MOR Wealth Management
Pennsylvania
$355K +$97.8K +997 +36%
SFG
1700
Southern Financial Group
Alabama
$354K +$29.9K +305 +9%
66 67
68
69 70