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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1726
Thrive Wealth Management
Pennsylvania
$263K +$3.27K +39 +1%
DMBA
1727
Deseret Mutual Benefit Administrators
Utah
$262K – – –
CWS
1728
Confluence Wealth Services
Pennsylvania
$262K – – –
PWM
1729
Pines Wealth Management
North Carolina
$262K +$240K +2,861 New
BC
1730
Brio Consultants
California
$261K +$19.2K +229 +9%
BWP
1731
Bernardo Wealth Planning
Pennsylvania
$261K +$8.21K +98 +4%
ZBNA
1732
Zions Bancorporation, National Association
Utah
$261K +$37.2K +444 +18%
OBWG
1733
Onyx Bridge Wealth Group
New York
$260K +$16.2K +194 +7%
TW
1734
Traveka Wealth
California
$259K +$9.8K +117 +4%
WP
1735
WealthShield Partners
North Carolina
$259K -$55.6K -664 -19%
VCA
1736
Verdence Capital Advisors
Maryland
$259K -$12.1K -144 -5%
FMWA
1737
Forvis Mazars Wealth Advisors
Missouri
$258K +$237K +2,829 New
CCG
1738
Cypress Capital Group
Florida
$258K +$237K +2,828 New
ADL
1739
Asset Dedication LLC
California
$258K +$28K +334 +13%
LAMC
1740
Longview Asset Management (California)
California
$257K +$502 +6 +0.2%
LWM
1741
LJI Wealth Management
Indiana
$256K – – –
EMAM
1742
Encompass More Asset Management
California
$255K +$234K +2,799 New
TPWA
1743
TRUE Private Wealth Advisors
Oregon
$255K +$3.18K +38 +1%
KA
1744
Kovack Advisors
Florida
$254K -$95.7K -1,143 -29%
AA
1745
Auxano Advisors
Washington
$253K +$4.86K +58 +2%
SW
1746
SteelPeak Wealth
California
$253K -$6.12M -73,070 -96%
PFM
1747
Patton Fund Management
Texas
$251K +$231K +2,755 New
CA
1748
Claro Advisors
Massachusetts
$251K -$177K -2,117 -43%
GBT
1749
Grove Bank & Trust
Florida
$251K +$30.1K +360 +15%
FA
1750
Fountainhead AM
New Jersey
$250K +$230K +2,745 New
68 69
70
71 72