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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWA
1826
Marshall & Sterling Wealth Advisors
New York
$280K -$33.4K -341 -10%
KWS
1827
Keystone Wealth Services
California
$279K +$785 +8 +0.3%
VCA
1828
Verdence Capital Advisors
Maryland
$279K +$12.1K +123 +4%
BFA
1829
Beaumont Financial Advisors
Massachusetts
$279K +$3.33K +34 +1%
EFSCE
1830
Enterprise Financial Services Corp (EFSC)
Missouri
$279K +$291K +2,967 New
CCG
1831
Cypress Capital Group
Florida
$277K +$11.6K +118 +4%
WP
1832
WealthShield Partners
North Carolina
$276K -$687 -7 -0.2%
BWP
1833
Bernardo Wealth Planning
Pennsylvania
$276K +$687 +7 +0.2%
TF
1834
Tompkins Financial
New York
$275K -$15.2K -155 -5%
SW
1835
SteelPeak Wealth
California
$275K +$27.6K +281 +11%
SLC
1836
Second Line Capital
Louisiana
$274K +$293K +2,990 New
WA1
1837
Wimmer Associates 1
California
$273K -$1.37K -14 -0.5%
SWM
1838
Stockman Wealth Management
Montana
$273K -$3.43K -35 -1%
SWMG
1839
Signature Wealth Management Group
Georgia
$272K -$5.79K -59 -2%
TW
1840
Traveka Wealth
California
$271K -$14.1K -144 -5%
FBFS
1841
First Business Financial Services
Wisconsin
$271K – – –
LA
1842
Lifeworks Advisors
Michigan
$269K -$14.1K -144 -5%
ZIM
1843
Zacks Investment Management
Illinois
$269K -$200K -2,036 -42%
CFS
1844
CRA Financial Services
New Jersey
$268K -$8.93K -91 -3%
CVA
1845
Central Valley Advisors
California
$267K – – –
AWS
1846
Arkfeld Wealth Strategies
Nebraska
$266K +$588 +6 +0.2%
PL
1847
Plancorp LLC
Missouri
$266K +$50.4K +514 +22%
HT
1848
Headlands Technologies
Illinois
$266K -$6.78M -69,103 -96%
TVPW
1849
Third View Private Wealth
Connecticut
$265K +$73.3K +747 +36%
AC
1850
Apella Capital
Connecticut
$264K +$281K +2,864 New
72 73
74
75 76