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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
1826
Elyxium Wealth
California
$290K -$33.5K -353 -11%
FBFS
1827
First Business Financial Services
Wisconsin
$288K -$99.6K -1,050 -27%
WWC
1828
Waypoint Wealth Counsel
Georgia
$286K +$13.9K +146 +5%
VCA
1829
Verdence Capital Advisors
Maryland
$285K -$664 -7 -0.2%
DOA
1830
D'Orazio & Associates
Virginia
$284K +$26.3K +277 +11%
CVA
1831
Central Valley Advisors
California
$284K – – –
CCG
1832
Cypress Capital Group
Florida
$282K -$95 -1 -0%
WCM
1833
Wedge Capital Management
North Carolina
$281K -$14.6K -154 -5%
PB
1834
Pinnacle Bancorp
Nebraska
$281K – – –
XT
1835
XTX Topco
Cayman Islands
$281K -$869K -9,159 -77%
TWM
1836
Thrive Wealth Management
Pennsylvania
$281K -$2.85K -30 -1%
HC
1837
Hamilton Capital
Ohio
$279K +$265K +2,793 New
FHA
1838
Flagship Harbor Advisors
Massachusetts
$278K -$25.9K -273 -9%
MWM
1839
MOR Wealth Management
Pennsylvania
$278K +$264K +2,778 New
PHWM
1840
Pine Harbor Wealth Management
Maryland
$276K – – –
OFO
1841
OneAscent Family Office
Alabama
$276K +$262K +2,763 New
SGK
1842
Steigerwald Gordon & Koch
Virginia
$275K -$4.84K -51 -2%
BWM
1843
BNB Wealth Management
Maryland
$275K +$261K +2,749 New
CA
1844
Claro Advisors
Massachusetts
$275K +$759 +8 +0.3%
CIA
1845
Caerus Investment Advisors
Texas
$274K -$155K -1,630 -37%
SMA
1846
Seven Mile Advisory
New Jersey
$273K -$84.5K -891 -25%
SB
1847
Sunflower Bank
Texas
$273K +$2.18K +23 +0.8%
WHCI
1848
W.H. Cornerstone Investments
Massachusetts
$271K +$664 +7 +0.3%
EWS
1849
Evergreen Wealth Solutions
Pennsylvania
$271K +$257K +2,708 New
AWS
1850
Arkfeld Wealth Strategies
Nebraska
$270K +$569 +6 +0.2%
72 73
74
75 76