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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TWML
1826
Todd Wealth Management, LLC
Florida
$268K -$11.5K -126 -4%
AWS
1827
Arkfeld Wealth Strategies
Nebraska
$268K +$638 +7 +0.3%
ICP
1828
Interchange Capital Partners
Pennsylvania
$267K +$264K +2,893 New
NC
1829
nVerses Capital
Florida
$267K +$263K +2,889 New
MAG
1830
Mayfair Advisory Group
Alabama
$266K +$35.1K +385 +17%
NWWA
1831
New Wave Wealth Advisors
Arkansas
$266K +$60.6K +665 +30%
ML
1832
McAdam LLC
Pennsylvania
$266K -$46K -504 -15%
JJBC
1833
James J. Burns & Company
New York
$266K +$263K +2,882 New
PWM
1834
Pines Wealth Management
North Carolina
$266K -$13K -143 -5%
CIM
1835
Catalyst Investment Management
New Hampshire
$265K +$18.5K +203 +8%
GFA
1836
Gallagher Fiduciary Advisors
Illinois
$265K -$20.2K -221 -7%
BCM
1837
Basso Capital Management
Connecticut
$263K +$260K +2,850 New
AWA
1838
Argos Wealth Advisors
California
$263K +$260K +2,849 New
CVA
1839
Central Valley Advisors
California
$262K – – –
PA
1840
Procyon Advisors
Connecticut
$261K -$223K -2,443 -46%
WCM
1841
Wedge Capital Management
North Carolina
$261K -$40.2K -441 -13%
AA
1842
Armis Advisers
Georgia
$260K -$96.9K -1,063 -29%
PB
1843
Pinnacle Bancorp
Nebraska
$260K – – –
EFSCE
1844
Enterprise Financial Services Corp (EFSC)
Missouri
$259K -$14.3K -157 -5%
TW
1845
Traveka Wealth
California
$259K -$7.2K -79 -3%
FWP
1846
FAS Wealth Partners
Kansas
$259K +$638 +7 +0.3%
SWM
1847
Stockman Wealth Management
Montana
$258K -$9.12K -100 -3%
NSB
1848
Norway Savings Bank
Maine
$257K -$36.5K -400 -13%
SLC
1849
Second Line Capital
Louisiana
$256K -$19.8K -217 -7%
BP
1850
BWM Planning
Texas
$256K +$253K +2,772 New
72 73
74
75 76