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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TBWA
1776
Three Bridge Wealth Advisors
California
$259K -$119K -1,252 -32%
SB
1777
Sunflower Bank
Texas
$258K +$9.02K +95 +4%
WHCI
1778
W.H. Cornerstone Investments
Massachusetts
$258K +$759 +8 +0.3%
WAM
1779
Wolverine Asset Management
Illinois
$258K +$256K +2,700 New
RWP
1780
Revolve Wealth Partners
New Jersey
$257K +$256K +2,694 New
LTAS
1781
Linden Thomas Advisory Services
North Carolina
$256K -$2.56K -27 -1%
LA
1782
Lifeworks Advisors
Michigan
$256K +$25.4K +268 +11%
OKSA
1783
O'Keefe Stevens Advisory
New York
$254K – – –
MMPW
1784
Mitchell McLeod Pugh & Williams
Alabama
$254K +$95 +1 +0%
TPWA
1785
TRUE Private Wealth Advisors
Oregon
$253K -$13.7K -144 -5%
SFG
1786
Sather Financial Group
Texas
$253K +$40.5K +427 +19%
BP
1787
Broadleaf Partners
Ohio
$252K – – –
DLA
1788
Douglas Lane & Associates
New York
$252K -$1.42K -15 -0.6%
LFG
1789
Lazard Frères Gestion
France
$250K +$249K +2,625 New
FWP
1790
FAS Wealth Partners
Kansas
$250K +$1.23K +13 +0.5%
FAFN
1791
First Affirmative Financial Network
Colorado
$250K -$1.42K -15 -0.6%
AWS
1792
Arkfeld Wealth Strategies
Nebraska
$249K +$475 +5 +0.2%
GB
1793
Goepper Burkhardt
South Carolina
$248K – – –
OW
1794
Olistico Wealth
Oklahoma
$248K +$95 +1 +0%
IWP
1795
Invenio Wealth Partners
Florida
$247K +$12.5K +132 +5%
TTWM
1796
TCV Trust & Wealth Management
Virginia
$247K – – –
FWA
1797
FSM Wealth Advisors
Ohio
$246K +$245K +2,581 New
SNWA
1798
Siligmueller & Norvid Wealth Advisors
Illinois
$246K +$244K +2,573 New
EWP
1799
Elevation Wealth Partners
California
$245K +$13K +137 +6%
DOA
1800
D'Orazio & Associates
Virginia
$245K +$15K +158 +7%
70 71
72
73 74