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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1726
Chilton Investment Company
Connecticut
$322K – – –
NCM
1727
Noesis Capital Mangement
Florida
$320K +$5.11K +56 +2%
GGI
1728
Godsey & Gibb Inc
Virginia
$319K – – –
EFH
1729
Eaton Financial Holdings
Florida
$319K -$73.6K -807 -19%
OWM
1730
OneAscent Wealth Management
Alabama
$317K -$126K -1,385 -29%
APG
1731
Abacus Planning Group
South Carolina
$317K +$5.93K +65 +2%
FPW
1732
Flywheel Private Wealth
California
$316K +$36.5K +400 +13%
SIM
1733
Seaview Investment Managers
Florida
$316K -$8.01M -87,851 -96%
SAM
1734
Sagewood Asset Management
New York
$316K -$10K -110 -3%
TA
1735
TrueWealth Advisors
Alabama
$315K -$365 -4 -0.1%
AAS
1736
Annex Advisory Services
Wisconsin
$314K +$5.38K +59 +2%
FFA
1737
Fortune Financial Advisors
Kansas
$314K – – –
TDB
1738
Thompson David Blair
$314K +$28.6K +314 +10%
HBS
1739
Howard Bailey Securities
Indiana
$313K -$46.3K -508 -13%
BC
1740
Brio Consultants
California
$313K +$4.92K +54 +2%
MMM
1741
Mendel Money Management
Illinois
$313K +$309K +3,390 New
CFA
1742
CWS Financial Advisors
Michigan
$312K +$821 +9 +0.3%
HFM
1743
Harvest Fund Management
China
$312K -$17.6K -193 -5%
AU
1744
AlphaGrep UK
$311K -$490K -5,375 -61%
WFA
1745
Wellspring Financial Advisors
Ohio
$310K -$111K -1,222 -27%
LF
1746
Lantz Financial
Illinois
$310K +$2.1K +23 +0.7%
PWP
1747
Perfromance Wealth Partners
Illinois
$310K -$1.43M -15,665 -82%
WW
1748
Westshore Wealth
California
$308K +$5.29K +58 +2%
BHC
1749
Bull Harbor Capital
Maryland
$306K -$102K -1,119 -25%
WF
1750
Wayfinding Financial
Washington
$306K +$2.28K +25 +0.8%
68 69
70
71 72