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SCHW

Charles Schwab
SCHW

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