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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
2101
Delos Wealth Advisors
Texas
$5.29K +$4.86K +58 New
1NWS
2102
1 North Wealth Services
Maryland
$5.2K – – –
NRG
2103
Nemes Rush Group
Michigan
$5.2K +$2.01K +24 +73%
WAS
2104
Winch Advisory Services
Wisconsin
$5.16K +$84 +1 +2%
DSC
2105
Duncker Streett & Co
Missouri
$4.84K – – –
PAG
2106
Paladin Advisory Group
Iowa
$4.74K – – –
T
2107
Tidemark
California
$4.65K – – –
FCAS
2108
First Command Advisory Services
Texas
$4.56K – – –
PCM
2109
Perritt Capital Management
Illinois
$4.47K – – –
KG
2110
Kilter Group
New York
$4.47K +$4.1K +49 New
STB
2111
S&T Bank
Pennsylvania
$4.38K +$2.68K +32 +200%
BSB
2112
Bangor Savings Bank
Maine
$4.2K – – –
FG
2113
Fairman Group
Pennsylvania
$4.2K – – –
GC
2114
Garde Capital
Washington
$4.11K – – –
RJA
2115
Ross\Johnson & Associates
Minnesota
$4.01K – – –
RWM
2116
Rialto Wealth Management
New York
$4.01K +$502 +6 +16%
GA
2117
GoalVest Advisory
New York
$3.92K -$7.79K -93 -68%
CIAM
2118
Caitong International Asset Management
Hong Kong
$3.65K +$3.1K +37 +1,233%
HI
2119
Hoey Investments
Pennsylvania
$3.56K – – –
PWM
2120
Parkworth Wealth Management
California
$3.56K +$2.26K +27 +225%
SC
2121
Swan Capital
Florida
$3.56K +$3.27K +39 New
WA
2122
WestEnd Advisors
North Carolina
$3.38K -$1.09K -13 -26%
PS
2123
PayPay Securities
Japan
$3.38K +$335 +4 +12%
AG
2124
AmeriFlex Group
Nevada
$3.22K – – –
SC
2125
Stephens Consulting
Michigan
$3.1K +$2.85K +34 New
83 84
85
86 87