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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DE
1751
Diversified Enterprises
Delaware
$331K +$23.9K +252 +8%
DFA
1752
Delta Financial Advisors
Louisiana
$331K +$949 +10 +0.3%
TA
1753
TrueWealth Advisors
Alabama
$330K +$3.89K +41 +1%
MO
1754
McMillan Office
Michigan
$330K +$313K +3,300 New
NI
1755
NDVR Inc
Massachusetts
$330K +$313K +3,300 New
FMWA
1756
Forvis Mazars Wealth Advisors
Missouri
$329K +$33.1K +349 +12%
PA
1757
Procyon Advisors
Connecticut
$327K +$78.3K +825 +34%
BAM
1758
BOS Asset Management
Illinois
$325K – – –
CA
1759
Cornerstone Advisory
Maryland
$325K +$21.7K +229 +8%
CA
1760
Calton & Associates
Florida
$325K +$17.2K +181 +6%
LF
1761
Lantz Financial
Illinois
$324K +$9.39K +99 +3%
NSB
1762
Norway Savings Bank
Maine
$324K -$20.9K -220 -6%
CC
1763
Clearwave Capital
California
$324K +$307K +3,240 New
MMPW
1764
Mitchell McLeod Pugh & Williams
Alabama
$323K +$35.2K +371 +14%
WF
1765
Wayfinding Financial
Washington
$323K -$18K -190 -6%
RPWA
1766
Regent Peak Wealth Advisors
Georgia
$323K +$14.6K +154 +5%
LPT
1767
Legacy Private Trust
Wisconsin
$322K -$3.79K -40 -1%
HB
1768
Horizon Bancorp
Indiana
$319K -$16K -169 -5%
SIA
1769
SeaBridge Investment Advisors
New Jersey
$319K – – –
SFGM
1770
Stonebridge Financial Group (Missouri)
Missouri
$318K +$301K +3,178 New
BC
1771
Brio Consultants
California
$317K +$13.7K +144 +5%
BWA
1772
Blodgett Wealth Advisors
California
$316K – – –
WPP
1773
Whalerock Point Partners
Rhode Island
$316K – – –
DWP
1774
Destiny Wealth Partners
Florida
$316K +$190 +2 +0.1%
RIP
1775
RAM Investment Partners
Washington
$316K -$44.6K -470 -13%
69 70
71
72 73