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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
1751
Fort Point Capital Partners
California
$318K -$29.4K -300 -8%
CFA
1752
CWS Financial Advisors
Michigan
$317K +$883 +9 +0.3%
APG
1753
Abacus Planning Group
South Carolina
$317K -$25.3K -258 -7%
SIC
1754
Sigma Investment Counselors
Michigan
$316K – – –
AAS
1755
Annex Advisory Services
Wisconsin
$315K +$328K +3,349 New
FMWA
1756
Forvis Mazars Wealth Advisors
Missouri
$314K +$5.2K +53 +2%
LF
1757
Lantz Financial
Illinois
$314K +$9.61K +98 +3%
QA
1758
Quattro Advisors
Pennsylvania
$312K +$104K +1,061 +47%
TCM
1759
Teza Capital Management
Illinois
$311K +$324K +3,305 New
OC
1760
Oarsman Capital
Wisconsin
$310K +$15.1K +154 +5%
MO
1761
McMillan Office
Michigan
$310K – – –
CCM
1762
Canal Capital Management
Virginia
$310K -$19.3K -197 -6%
AWAG
1763
ARS Wealth Advisors Group
Florida
$309K -$4.9K -50 -1%
WF
1764
Wayfinding Financial
Washington
$309K +$5.69K +58 +2%
FMP
1765
Financial Management Professionals
Texas
$309K +$18.5K +189 +6%
WW
1766
Westshore Wealth
California
$309K -$7.26K -74 -2%
FNB
1767
Farmers National Bank
Kentucky
$308K +$322K +3,282 New
IF
1768
Integrity Financial
Wyoming
$308K +$322K +3,281 New
BC
1769
Brio Consultants
California
$308K +$16.2K +165 +5%
WCM
1770
Wedge Capital Management
North Carolina
$307K +$44.9K +458 +16%
BAM
1771
BOS Asset Management
Illinois
$306K – – –
EWS
1772
Evergreen Wealth Solutions
Pennsylvania
$306K +$53.5K +545 +20%
AIM
1773
Axiom Investment Management
New York
$303K +$317K +3,228 New
AW
1774
Alteri Wealth
California
$303K +$116K +1,182 +58%
LPT
1775
Legacy Private Trust
Wisconsin
$302K -$1.47K -15 -0.5%
69 70
71
72 73