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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
KG
2251
Kilter Group
New York
$10.2K +$4.93K +52 +104%
OCM
2252
Osbon Capital Management
Massachusetts
$10.2K +$9.68K +102 New
MWA
2253
Miller Wealth Advisors
Colorado
$9.99K – – –
IPS
2254
Investors Portfolio Services
Washington
$9.99K +$9.49K +100 New
MS
2255
Monetary Solutions
Ohio
$9.99K +$9.49K +100 New
SFAM
2256
Sawyer Falduto Asset Management
Illinois
$9.99K +$9.49K +100 New
MNA
2257
Manning & Napier Advisors
New York
$9.75K +$9.2K +97 New
FUBT
2258
First United Bank & Trust
Maryland
$9.29K – – –
SVCP
2259
Silicon Valley Capital Partners
California
$9.24K +$95 +1 +1%
CB
2260
Centennial Bank
Arkansas
$9.19K – – –
ANBT
2261
American National Bank & Trust
Texas
$8.99K – – –
RFA
2262
Reyes Financial Architecture
California
$8.99K – – –
DPW
2263
DiNuzzo Private Wealth
Pennsylvania
$8.29K +$474 +5 +6%
CA
2264
Centerpoint Advisors
Massachusetts
$8K – – –
TFM
2265
TFC Financial Management
Massachusetts
$7.7K – – –
UFPG
2266
United Financial Planning Group
New York
$7.49K – – –
HHCP
2267
Hilton Head Capital Partners
South Carolina
$6.89K +$6.55K +69 New
TPBG
2268
Turning Point Benefit Group
Maryland
$6.79K +$4.46K +47 +224%
CFP
2269
Comprehensive Financial Planning
Pennsylvania
$6.69K +$6.36K +67 New
HIW
2270
Holos Integrated Wealth
Pennsylvania
$6.6K – – –
WAS
2271
Winch Advisory Services
Wisconsin
$6.51K +$2.56K +27 +47%
JGIA
2272
Jackson Grant Investment Advisers
Connecticut
$6.19K – – –
CFG
2273
Clayton Financial Group
Missouri
$6.09K +$5.79K +61 New
AT
2274
Arlington Trust
Alabama
$6K -$23.8K -251 -81%
SC
2275
Stephens Consulting
Michigan
$6K +$5.69K +60 New
89 90
91
92 93