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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1776
BOS Asset Management
Illinois
$306K – – –
EWS
1777
Evergreen Wealth Solutions
Pennsylvania
$306K +$53.5K +545 +20%
AIM
1778
Axiom Investment Management
New York
$303K +$317K +3,228 New
AW
1779
Alteri Wealth
California
$303K +$116K +1,182 +58%
LPT
1780
Legacy Private Trust
Wisconsin
$302K -$1.47K -15 -0.5%
MWM
1781
Moran Wealth Management
Florida
$300K +$313K +3,189 New
CG
1782
CFO4Life Group
Texas
$299K -$63.3K -645 -17%
EP
1783
Essential Partners
California
$299K -$32.7K -333 -9%
NSB
1784
Norway Savings Bank
Maine
$299K -$5.88K -60 -2%
DP
1785
Denver PWM
Colorado
$298K -$53.6K -547 -14%
BWA
1786
Blodgett Wealth Advisors
California
$298K – – –
WPP
1787
Whalerock Point Partners
Rhode Island
$298K – – –
HIC
1788
Holderness Investments Company
North Carolina
$298K +$10.1K +103 +3%
RMAM
1789
Raab & Moskowitz Asset Management
New Jersey
$297K – – –
SIA
1790
SeaBridge Investment Advisors
New Jersey
$296K -$3.63K -37 -1%
SGCA
1791
Steel Grove Capital Advisors
Tennessee
$295K +$2.16K +22 +0.7%
BLFG
1792
Brian Low Financial Group
Louisiana
$295K +$96.9K +988 +46%
SFGM
1793
Stonebridge Financial Group (Missouri)
Missouri
$294K -$4.81K -49 -2%
MMPW
1794
Mitchell McLeod Pugh & Williams
Alabama
$293K +$4.12K +42 +1%
DWP
1795
Destiny Wealth Partners
Florida
$293K +$4.22K +43 +1%
MFGM
1796
Marshall Financial Group (Maryland)
Maryland
$293K +$2.45K +25 +0.8%
SC
1797
Sapient Capital
Indiana
$292K +$305K +3,112 New
CCM
1798
Chilton Capital Management
Texas
$292K +$6.47K +66 +2%
OBWG
1799
Onyx Bridge Wealth Group
New York
$292K +$4.51K +46 +2%
BMC
1800
Benin Management Corp
Connecticut
$292K – – –
70 71
72
73 74