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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1801
Bernardo Wealth Planning
Pennsylvania
$275K +$3.83K +42 +1%
CG
1802
CFO4Life Group
Texas
$275K -$18.5K -203 -6%
CAC
1803
Core Alternative Capital
Georgia
$274K +$39.7K +435 +17%
QC
1804
Quantessence Capital
New York
$273K +$270K +2,963 New
WG
1805
Wealth Group
North Carolina
$272K -$82.3K -902 -23%
PFS
1806
Physicians Financial Services
North Carolina
$272K -$9.12K -100 -3%
CW
1807
Cornerstone Wealth
Tennessee
$272K +$241K +2,645 New
CFS
1808
CRA Financial Services
New Jersey
$270K +$6.47K +71 +2%
TCOTS
1809
Trust Company of the South
North Carolina
$270K +$55.8K +612 +26%
BFA
1810
Beaumont Financial Advisors
Massachusetts
$270K -$4.47K -49 -2%
TW
1811
Tempo Wealth
Ohio
$269K +$266K +2,916 New
KFS
1812
Keynote Financial Services
Connecticut
$269K +$266K +2,913 New
BTWM
1813
Baker Tilly Wealth Management
Wisconsin
$269K +$265K +2,910 New
AWS
1814
Arkfeld Wealth Strategies
Nebraska
$268K +$638 +7 +0.3%
ICP
1815
Interchange Capital Partners
Pennsylvania
$267K +$264K +2,893 New
NC
1816
nVerses Capital
Florida
$267K +$263K +2,889 New
MAG
1817
Mayfair Advisory Group
Alabama
$266K +$35.1K +385 +17%
NWWA
1818
New Wave Wealth Advisors
Arkansas
$266K +$60.6K +665 +30%
ML
1819
McAdam LLC
Pennsylvania
$266K -$46K -504 -15%
JJBC
1820
James J. Burns & Company
New York
$266K +$263K +2,882 New
PWM
1821
Pines Wealth Management
North Carolina
$266K -$13K -143 -5%
CIM
1822
Catalyst Investment Management
New Hampshire
$265K +$18.5K +203 +8%
GFA
1823
Gallagher Fiduciary Advisors
Illinois
$265K -$20.2K -221 -7%
BCM
1824
Basso Capital Management
Connecticut
$263K +$260K +2,850 New
AWA
1825
Argos Wealth Advisors
California
$263K +$260K +2,849 New
71 72
73
74 75