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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
RWS
2251
Retirement Wealth Solutions
Wisconsin
$6.28K -$2.74K -30 -31%
AG
2252
AmeriFlex Group
Nevada
$5.91K +$5.47K +60 +1,500%
JGIA
2253
Jackson Grant Investment Advisers
Connecticut
$5.72K – – –
MCA
2254
McGuire Capital Advisors
Oklahoma
$5.35K -$7.66K -84 -59%
TM
2255
Torren Management
California
$5.3K – – –
BH
2256
Burk Holdings
Oklahoma
$5.26K -$3.01K -33 -37%
1NWS
2257
1 North Wealth Services
Maryland
$5.26K – – –
WA
2258
WestEnd Advisors
North Carolina
$5.26K +$182 +2 +4%
T
2259
Tidemark
California
$5.08K -$821 -9 -14%
NWS
2260
Nvest Wealth Strategies
Ohio
$5.08K -$547 -6 -10%
PAG
2261
Paladin Advisory Group
Iowa
$4.8K – – –
1CP
2262
1015 Capital Partners
Pennsylvania
$4.52K -$182 -2 -4%
LF
2263
LifeSteps Financial
California
$4.24K +$4.2K +46 New
RJA
2264
Ross\Johnson & Associates
Minnesota
$4.06K +$182 +2 +5%
HIA
2265
HFM Investment Advisors
New Jersey
$4.06K +$1.82K +20 +83%
TAP
2266
Tounjian Advisory Partners
Florida
$4.06K +$4.01K +44 New
OAJ
2267
Ogorek Anthony Joseph
New York
$4K -$12.7K -139 -72%
CIAS
2268
CBIZ Investment Advisory Services
Ohio
$3.95K – – –
TBFA
2269
Three Bearings Fiduciary Advisors
New Hampshire
$3.69K – – –
GCM
2270
Gunpowder Capital Management
Maryland
$3.69K +$3.65K +40 New
HI
2271
Hoey Investments
Pennsylvania
$3.6K – – –
BWM
2272
Benson Wealth Management
Tennessee
$3.23K – – –
MDA
2273
Minot DeBlois Advisors
Massachusetts
$3.23K – – –
PS
2274
PayPay Securities
Japan
$3.14K – – –
MIM
2275
Marshall Investment Management
Colorado
$3.14K +$3.1K +34 New
89 90
91
92 93