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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2026
Concord Wealth Partners
Virginia
$109K +$108K +1,186 New
HIA
2027
Harbor Investment Advisory
Maryland
$109K – – –
AF
2028
Abound Financial
California
$108K – – –
SIM
2029
Synergy Investment Management
Florida
$108K +$19.7K +216 +23%
FA
2030
Fedenia Advisers
Wisconsin
$108K +$107K +1,170 New
FCAS
2031
First Command Advisory Services
Texas
$107K +$19.2K +211 +22%
SGFG
2032
Silver Grove Financial Group
New York
$106K +$105K +1,151 New
EF
2033
Entrust Financial
Pennsylvania
$105K +$91 +1 +0.1%
ASCM
2034
Adkins Seale Capital Management
Louisiana
$104K – – –
GK
2035
Graney & King
New York
$104K – – –
LHEI
2036
Leo H. Evart Inc
California
$104K +$365 +4 +0.4%
FB
2037
First Bancorp
Maine
$104K +$103K +1,125 New
SNBOSD
2038
Security National Bank of So Dak
Iowa
$102K +$101K +1,105 New
EB
2039
Eastern Bank
Massachusetts
$101K -$40.9K -448 -29%
FFO
2040
Fortitude Family Office
Arizona
$99.6K +$32.6K +357 +49%
C
2041
Covestor
United Kingdom
$98K -$7.3K -80 -7%
CAL
2042
Capital Advisors Ltd
Ohio
$98K – – –
WIM
2043
Westside Investment Management
California
$97.4K – – –
LC
2044
Lavaca Capital
Texas
$96.2K +$365 +4 +0.4%
DWM
2045
Darwin Wealth Management
Florida
$96K +$91 +1 +0.1%
CFFP
2046
Center for Financial Planning
Michigan
$94.1K – – –
TC
2047
Toews Corporation
New Jersey
$92.3K +$91.2K +1,000 New
HIIFS
2048
Harel Insurance Investments & Financial Services
Israel
$92K +$91.2K +1,000 New
VWA
2049
VSM Wealth Advisory
Maryland
$91.2K +$182 +2 +0.2%
GSWM
2050
Golden State Wealth Management
California
$86.4K +$21.1K +231 +33%
80 81
82
83 84