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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1701
Maridea Wealth Management
New York
$301K -$190K -2,005 -39%
SFG
1702
SNS Financial Group
Minnesota
$301K +$2.18K +23 +0.7%
ACIM
1703
Azimuth Capital Investment Management
Michigan
$301K – – –
LF
1704
Lantz Financial
Illinois
$300K +$7.78K +82 +3%
LHC
1705
Little House Capital
Massachusetts
$300K +$95 +1 +0%
MM
1706
MQS Management
New York
$300K +$664 +7 +0.2%
HIC
1707
Holderness Investments Company
North Carolina
$300K +$52.7K +555 +21%
OC
1708
Oarsman Capital
Wisconsin
$300K +$95 +1 +0%
DMBA
1709
Deseret Mutual Benefit Administrators
Utah
$299K +$24.8K +261 +9%
BEW
1710
Burton Enright Welch
California
$299K +$6.45K +68 +2%
SB
1711
Simmons Bank
Arkansas
$299K +$297K +3,134 New
BMC
1712
Benin Management Corp
Connecticut
$296K – – –
SPWM
1713
Spartan Planning & Wealth Management
North Carolina
$295K -$23.9K -252 -8%
RPWA
1714
Regent Peak Wealth Advisors
Georgia
$294K +$292K +3,078 New
DWP
1715
Destiny Wealth Partners
Florida
$293K +$190 +2 +0.1%
CA
1716
Calton & Associates
Florida
$293K -$83K -874 -22%
DE
1717
Diversified Enterprises
Delaware
$292K -$1.33K -14 -0.5%
GWANC
1718
Guardian Wealth Advisors (North Carolina)
North Carolina
$292K +$6.45K +68 +2%
FHA
1719
Flagship Harbor Advisors
Massachusetts
$292K +$5.79K +61 +2%
ML
1720
McAdam LLC
Pennsylvania
$292K +$63.7K +671 +28%
SWMG
1721
Signature Wealth Management Group
Georgia
$291K -$1.14K -12 -0.4%
CCG
1722
Ceeto Capital Group
Florida
$290K +$86.2K +908 +43%
TNBTD
1723
Trustmark National Bank Trust Department
Mississippi
$289K -$48.9K -515 -15%
BC
1724
Brio Consultants
California
$289K +$15.4K +162 +6%
CA
1725
Cornerstone Advisory
Maryland
$289K +$3.13K +33 +1%
67 68
69
70 71