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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1776
Moran Wealth Management
Florida
$300K +$313K +3,189 New
CG
1777
CFO4Life Group
Texas
$299K -$63.3K -645 -17%
EP
1778
Essential Partners
California
$299K -$32.7K -333 -9%
NSB
1779
Norway Savings Bank
Maine
$299K -$5.88K -60 -2%
DP
1780
Denver PWM
Colorado
$298K -$53.6K -547 -14%
BWA
1781
Blodgett Wealth Advisors
California
$298K – – –
WPP
1782
Whalerock Point Partners
Rhode Island
$298K – – –
HIC
1783
Holderness Investments Company
North Carolina
$298K +$10.1K +103 +3%
RMAM
1784
Raab & Moskowitz Asset Management
New Jersey
$297K – – –
SIA
1785
SeaBridge Investment Advisors
New Jersey
$296K -$3.63K -37 -1%
SGCA
1786
Steel Grove Capital Advisors
Tennessee
$295K +$2.16K +22 +0.7%
BLFG
1787
Brian Low Financial Group
Louisiana
$295K +$96.9K +988 +46%
SFGM
1788
Stonebridge Financial Group (Missouri)
Missouri
$294K -$4.81K -49 -2%
MMPW
1789
Mitchell McLeod Pugh & Williams
Alabama
$293K +$4.12K +42 +1%
DWP
1790
Destiny Wealth Partners
Florida
$293K +$4.22K +43 +1%
MFGM
1791
Marshall Financial Group (Maryland)
Maryland
$293K +$2.45K +25 +0.8%
SC
1792
Sapient Capital
Indiana
$292K +$305K +3,112 New
CCM
1793
Chilton Capital Management
Texas
$292K +$6.47K +66 +2%
OBWG
1794
Onyx Bridge Wealth Group
New York
$292K +$4.51K +46 +2%
BMC
1795
Benin Management Corp
Connecticut
$292K – – –
GFA
1796
Gallagher Fiduciary Advisors
Illinois
$291K +$981 +10 +0.3%
SGK
1797
Steigerwald Gordon & Koch
Virginia
$290K +$32.7K +333 +12%
TWM
1798
Tradition Wealth Management
Minnesota
$290K +$5.88K +60 +2%
TDB
1799
Thompson David Blair
$290K -$862K -8,785 -74%
TFG
1800
Tilson Financial Group
New Jersey
$290K -$214K -2,179 -41%
70 71
72
73 74