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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1726
Tradition Wealth Management
Minnesota
$289K +$475 +5 +0.2%
OBWG
1727
Onyx Bridge Wealth Group
New York
$288K +$16K +169 +6%
CCMG
1728
Clark Capital Management Group
Pennsylvania
$288K +$26.7K +281 +10%
HAI
1729
Hennessy Advisors Inc
California
$286K – – –
MF
1730
Manuka Financial
Virginia
$286K – – –
MWA
1731
Martel Wealth Advisors
Washington
$286K – – –
SSA
1732
Sierra Summit Advisors
Nevada
$286K – – –
APW
1733
Austin Private Wealth
Texas
$286K -$13.2K -139 -4%
KSWA
1734
Kathleen S. Wright Associates
Pennsylvania
$286K – – –
CCM
1735
Chilton Capital Management
Texas
$286K +$3.89K +41 +1%
SGCA
1736
Steel Grove Capital Advisors
Tennessee
$285K – – –
WCM
1737
Wedge Capital Management
North Carolina
$283K -$6.17K -65 -2%
CFS
1738
CRA Financial Services
New Jersey
$281K +$4.65K +49 +2%
SSG
1739
Summit Securities Group
New York
$281K +$170K +1,792 +156%
FMWA
1740
Forvis Mazars Wealth Advisors
Missouri
$281K +$10.5K +111 +4%
SWM
1741
Stockman Wealth Management
Montana
$280K – – –
TF
1742
Tompkins Financial
New York
$280K -$57K -600 -17%
WA1
1743
Wimmer Associates 1
California
$279K – – –
BFA
1744
Beaumont Financial Advisors
Massachusetts
$278K +$2.28K +24 +0.8%
BWP
1745
Bernardo Wealth Planning
Pennsylvania
$278K +$4.46K +47 +2%
GFA
1746
Gallagher Fiduciary Advisors
Illinois
$278K +$32.4K +341 +13%
WP
1747
WealthShield Partners
North Carolina
$277K +$5.79K +61 +2%
CMTU
1748
Capital Markets Trading (UK)
United Kingdom
$276K +$274K +2,891 New
TW
1749
Traveka Wealth
California
$276K +$4.27K +45 +2%
OP
1750
ORG Partners
Indiana
$275K +$42.1K +444 +18%
68 69
70
71 72