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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
2126
1620 Investment Advisors
Massachusetts
$3.01K – – –
FLFS
2127
Family Legacy Financial Solutions
North Carolina
$2.92K +$2.68K +32 New
EPW
2128
Evergreen Private Wealth
Colorado
$2.65K +$2.43K +29 New
WPA
2129
Wealth Preservation Advisors
Tennessee
$2.56K -$502 -6 -18%
MAFA
2130
MJT & Associates Financial Advisory
Minnesota
$2.46K – – –
RS
2131
Rakuten Securities
Japan
$2.37K -$1.59K -19 -42%
TIM
2132
Total Investment Management
Arizona
$2.28K +$2.09K +25 New
HIA
2133
HFM Investment Advisors
New Jersey
$2.19K +$1.17K +14 +140%
DFA
2134
DHJJ Financial Advisors
Illinois
$1.84K – – –
KB
2135
Kimelman & Baird
New York
$1.73K – – –
DF
2136
DecisionPoint Financial
Arizona
$1.57K +$1.42K +17 New
TC
2137
Trust Company
Kansas
$1.55K – – –
NL
2138
NVWM LLC
Pennsylvania
$1.37K +$586 +7 +88%
LFA
2139
LGT Financial Advisors
Texas
$1.37K +$1.26K +15 New
PA
2140
Pineridge Advisors
Missouri
$1.28K +$1.17K +14 New
Q1WB
2141
Quest 10 Wealth Builders
Virginia
$644 – – –
YDMI
2142
Y.D. More Investments
Israel
$365 -$61.8K -738 -35%
AP
2143
Aspect Partners
Virginia
$365 – – –
RPA
2144
Redwood Park Advisors
California
$365 +$335 +4 New
LB
2145
Legacy Bridge
Iowa
$183 +$167 +2 New
MC
2146
Maverick Capital
Texas
– -$112M -1,425,125 Closed
JCM
2147
Junto Capital Management
New York
– -$88.6M -1,132,385 Closed
BGM
2148
Burkehill Global Management
New York
– -$74.4M -950,000 Closed
CF
2149
Corebridge Financial
Texas
– -$32.7M -418,026 Closed
MMA
2150
Mizuho Markets Americas
New York
– -$29.1M -371,694 Closed
84 85
86
87 88