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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
1776
Sunflower Bank
Texas
$258K +$9.02K +95 +4%
WHCI
1777
W.H. Cornerstone Investments
Massachusetts
$258K +$759 +8 +0.3%
WAM
1778
Wolverine Asset Management
Illinois
$258K +$256K +2,700 New
RWP
1779
Revolve Wealth Partners
New Jersey
$257K +$256K +2,694 New
LTAS
1780
Linden Thomas Advisory Services
North Carolina
$256K -$2.56K -27 -1%
LA
1781
Lifeworks Advisors
Michigan
$256K +$25.4K +268 +11%
OKSA
1782
O'Keefe Stevens Advisory
New York
$254K – – –
MMPW
1783
Mitchell McLeod Pugh & Williams
Alabama
$254K +$95 +1 +0%
TPWA
1784
TRUE Private Wealth Advisors
Oregon
$253K -$13.7K -144 -5%
SFG
1785
Sather Financial Group
Texas
$253K +$40.5K +427 +19%
BP
1786
Broadleaf Partners
Ohio
$252K – – –
DLA
1787
Douglas Lane & Associates
New York
$252K -$1.42K -15 -0.6%
LFG
1788
Lazard Frères Gestion
France
$250K +$249K +2,625 New
FWP
1789
FAS Wealth Partners
Kansas
$250K +$1.23K +13 +0.5%
FAFN
1790
First Affirmative Financial Network
Colorado
$250K -$1.42K -15 -0.6%
AWS
1791
Arkfeld Wealth Strategies
Nebraska
$249K +$475 +5 +0.2%
GB
1792
Goepper Burkhardt
South Carolina
$248K – – –
OW
1793
Olistico Wealth
Oklahoma
$248K +$95 +1 +0%
IWP
1794
Invenio Wealth Partners
Florida
$247K +$12.5K +132 +5%
TTWM
1795
TCV Trust & Wealth Management
Virginia
$247K – – –
FWA
1796
FSM Wealth Advisors
Ohio
$246K +$245K +2,581 New
SNWA
1797
Siligmueller & Norvid Wealth Advisors
Illinois
$246K +$244K +2,573 New
EWP
1798
Elevation Wealth Partners
California
$245K +$13K +137 +6%
DOA
1799
D'Orazio & Associates
Virginia
$245K +$15K +158 +7%
FOA
1800
Five Oceans Advisors
California
$244K -$13.8K -145 -5%
70 71
72
73 74