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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FG
1801
Foster Group
Iowa
$283K +$38.1K +418 +16%
LA
1802
Lifeworks Advisors
Michigan
$283K +$18.3K +201 +7%
SR
1803
Swiss Re
Switzerland
$282K +$267K +2,923 +2,198%
MF
1804
Manuka Financial
Virginia
$281K – – –
CCG
1805
Cypress Capital Group
Florida
$279K +$7.66K +84 +3%
OBWG
1806
Onyx Bridge Wealth Group
New York
$279K -$7.11K -78 -3%
CP
1807
Cornerstone Planning
North Carolina
$279K – – –
MMPW
1808
Mitchell McLeod Pugh & Williams
Alabama
$278K -$9.3K -102 -3%
FBFS
1809
First Business Financial Services
Wisconsin
$278K +$12.1K +133 +5%
PL
1810
Plancorp LLC
Missouri
$277K -$8.94K -98 -3%
BWM
1811
BNB Wealth Management
Maryland
$277K +$22.3K +245 +9%
SB
1812
Sunflower Bank
Texas
$277K +$24.3K +266 +10%
BWP
1813
Bernardo Wealth Planning
Pennsylvania
$275K +$3.83K +42 +1%
CG
1814
CFO4Life Group
Texas
$275K -$18.5K -203 -6%
CAC
1815
Core Alternative Capital
Georgia
$274K +$39.7K +435 +17%
QC
1816
Quantessence Capital
New York
$273K +$270K +2,963 New
WG
1817
Wealth Group
North Carolina
$272K -$82.3K -902 -23%
PFS
1818
Physicians Financial Services
North Carolina
$272K -$9.12K -100 -3%
CW
1819
Cornerstone Wealth
Tennessee
$272K +$241K +2,645 New
CFS
1820
CRA Financial Services
New Jersey
$270K +$6.47K +71 +2%
TCOTS
1821
Trust Company of the South
North Carolina
$270K +$55.8K +612 +26%
BFA
1822
Beaumont Financial Advisors
Massachusetts
$270K -$4.47K -49 -2%
TW
1823
Tempo Wealth
Ohio
$269K +$266K +2,916 New
KFS
1824
Keynote Financial Services
Connecticut
$269K +$266K +2,913 New
BTWM
1825
Baker Tilly Wealth Management
Wisconsin
$269K +$265K +2,910 New
71 72
73
74 75