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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
2126
Evergreen Private Wealth
Colorado
$2.65K +$2.43K +29 New
WPA
2127
Wealth Preservation Advisors
Tennessee
$2.56K -$502 -6 -18%
MAFA
2128
MJT & Associates Financial Advisory
Minnesota
$2.46K – – –
RS
2129
Rakuten Securities
Japan
$2.37K -$1.59K -19 -42%
TIM
2130
Total Investment Management
Arizona
$2.28K +$2.09K +25 New
HIA
2131
HFM Investment Advisors
New Jersey
$2.19K +$1.17K +14 +140%
DFA
2132
DHJJ Financial Advisors
Illinois
$1.84K – – –
KB
2133
Kimelman & Baird
New York
$1.73K – – –
DF
2134
DecisionPoint Financial
Arizona
$1.57K +$1.42K +17 New
TC
2135
Trust Company
Kansas
$1.55K – – –
NL
2136
NVWM LLC
Pennsylvania
$1.37K +$586 +7 +88%
LFA
2137
LGT Financial Advisors
Texas
$1.37K +$1.26K +15 New
PA
2138
Pineridge Advisors
Missouri
$1.28K +$1.17K +14 New
Q1WB
2139
Quest 10 Wealth Builders
Virginia
$644 – – –
YDMI
2140
Y.D. More Investments
Israel
$365 -$61.8K -738 -35%
AP
2141
Aspect Partners
Virginia
$365 – – –
RPA
2142
Redwood Park Advisors
California
$365 +$335 +4 New
LB
2143
Legacy Bridge
Iowa
$183 +$167 +2 New
MC
2144
Maverick Capital
Texas
– -$112M -1,425,125 Closed
JCM
2145
Junto Capital Management
New York
– -$88.6M -1,132,385 Closed
BGM
2146
Burkehill Global Management
New York
– -$74.4M -950,000 Closed
CF
2147
Corebridge Financial
Texas
– -$32.7M -418,026 Closed
MMA
2148
Mizuho Markets Americas
New York
– -$29.1M -371,694 Closed
ZP
2149
Zimmer Partners
New York
– -$27.4M -350,000 Closed
FCI
2150
Financial Counselors Inc
Kansas
– -$20.6M -263,219 Closed
84 85
86
87 88