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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
1876
Atlantic Edge Private Wealth Management
Florida
$14.8K -$5.76K -77 -28%
WIM
1877
Westside Investment Management
California
$14.8K – – –
FDW
1878
Fourth Dimension Wealth
Ohio
$14.8K +$15K +200 New
VWM
1879
Vermillion Wealth Management
Minnesota
$14.8K +$15K +200 New
SVCP
1880
Silicon Valley Capital Partners
California
$14.6K – – –
MDA
1881
Minot DeBlois Advisors
Massachusetts
$14.4K +$14.6K +195 New
CIAS
1882
CBIZ Investment Advisory Services
Ohio
$14.4K +$1.87K +25 +15%
GG
1883
Gleason Group
Kentucky
$14.2K – – –
SC
1884
SouthState Corp
Florida
$14.1K +$10.4K +139 +267%
FCT
1885
First Community Trust
Iowa
$13.9K – – –
TCM
1886
Tradewinds Capital Management
Washington
$13.8K – – –
VFM
1887
Vision Financial Markets
Connecticut
$13.7K +$13.8K +185 New
CBT
1888
CoreFirst Bank & Trust
Kansas
$13.5K – – –
AIM
1889
Arcadia Investment Management
Michigan
$13.5K +$13.6K +182 New
ME
1890
McIlrath & Eck
Washington
$13.4K +$3.74K +50 +38%
NI
1891
NCP Inc
California
$13.4K -$6.51K -87 -32%
CIR
1892
Clear Investment Research
Georgia
$13.3K – – –
SC
1893
Steph & Co
Wisconsin
$13.2K -$13.8K -184 -51%
EFP
1894
EnRich Financial Partners
Wisconsin
$13K – – –
PWA
1895
Physician Wealth Advisors
Utah
$12.9K +$13K +174 New
RS
1896
Rakuten Securities
Japan
$12.7K +$11.5K +154 +856%
MCI
1897
MRP Capital Investments
Georgia
$12.2K +$3.74K +50 +43%
ATC
1898
Adirondack Trust Company
New York
$12.2K – – –
PWMG
1899
Prestige Wealth Management Group
New Jersey
$11.3K -$5.91K -79 -34%
HC
1900
Hoese & Co
Minnesota
$11.2K – – –
74 75
76
77 78