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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1776
LVW Advisors
New York
$241K -$2.6K -31 -1%
FAFN
1777
First Affirmative Financial Network
Colorado
$240K -$2.85K -34 -1%
LBC
1778
Leigh Baldwin & Co
New York
$240K +$220K +2,625 New
LFG
1779
Lazard Frères Gestion
France
$239K – – –
WA
1780
Wealthstream Advisors
New York
$239K +$219K +2,617 New
SB
1781
Sunflower Bank
Texas
$238K -$7.45K -89 -3%
PCA
1782
Prosperity Capital Advisors
Ohio
$238K -$2.01K -24 -0.9%
FFB
1783
First Financial Bankshares
Texas
$238K – – –
FWP
1784
FAS Wealth Partners
Kansas
$238K +$419 +5 +0.2%
GB
1785
Goepper Burkhardt
South Carolina
$237K – – –
OW
1786
Olistico Wealth
Oklahoma
$237K -$233K -2,786 -52%
HIC
1787
Holderness Investments Company
North Carolina
$236K -$14.7K -175 -6%
DFA
1788
DHK Financial Advisors
New Hampshire
$236K +$167 +2 +0.1%
TTWM
1789
TCV Trust & Wealth Management
Virginia
$236K -$41.9K -500 -16%
WGAM
1790
Wilkinson Global Asset Management
New York
$235K – – –
TC
1791
TFR Capital
Texas
$235K +$216K +2,580 New
GFA
1792
Gallagher Fiduciary Advisors
Illinois
$234K +$215K +2,569 New
OC
1793
Oakworth Capital
Alabama
$233K +$25.1K +300 +13%
NWWA
1794
New Wave Wealth Advisors
Arkansas
$233K -$72.7K -868 -25%
SPWM
1795
Schrum Private Wealth Management
Florida
$233K – – –
IFPL
1796
Investments & Financial Planning LLC
Kentucky
$232K +$213K +2,548 New
BDFN
1797
Bond & Devick Financial Network
Minnesota
$231K -$48.2K -576 -19%
GWAG
1798
Garrett Wealth Advisory Group
Texas
$230K +$212K +2,526 New
WTFG
1799
Wood Tarver Financial Group
Idaho
$230K +$251 +3 +0.1%
GLLW
1800
Graves Light Lenhart Wealth
Virginia
$230K -$33.1K -395 -14%
70 71
72
73 74