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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
2251
BOK Financial Private Wealth
Colorado
$11.4K – – –
RS
2252
Rakuten Securities
Japan
$10.9K -$4.36K -46 -30%
AI
2253
Atomic Invest
New York
$10.5K +$9.96K +105 New
NSG
2254
Nalls Sherbakoff Group
Tennessee
$10.3K – – –
NWS
2255
Nvest Wealth Strategies
Ohio
$10.3K +$9.77K +103 New
KG
2256
Kilter Group
New York
$10.2K +$4.93K +52 +104%
OCM
2257
Osbon Capital Management
Massachusetts
$10.2K +$9.68K +102 New
MWA
2258
Miller Wealth Advisors
Colorado
$9.99K – – –
IPS
2259
Investors Portfolio Services
Washington
$9.99K +$9.49K +100 New
MS
2260
Monetary Solutions
Ohio
$9.99K +$9.49K +100 New
SFAM
2261
Sawyer Falduto Asset Management
Illinois
$9.99K +$9.49K +100 New
MNA
2262
Manning & Napier Advisors
New York
$9.75K +$9.2K +97 New
FUBT
2263
First United Bank & Trust
Maryland
$9.29K – – –
SVCP
2264
Silicon Valley Capital Partners
California
$9.24K +$95 +1 +1%
CB
2265
Centennial Bank
Arkansas
$9.19K – – –
ANBT
2266
American National Bank & Trust
Texas
$8.99K – – –
RFA
2267
Reyes Financial Architecture
California
$8.99K – – –
DPW
2268
DiNuzzo Private Wealth
Pennsylvania
$8.29K +$474 +5 +6%
CA
2269
Centerpoint Advisors
Massachusetts
$8K – – –
TFM
2270
TFC Financial Management
Massachusetts
$7.7K – – –
UFPG
2271
United Financial Planning Group
New York
$7.49K – – –
HHCP
2272
Hilton Head Capital Partners
South Carolina
$6.89K +$6.55K +69 New
TPBG
2273
Turning Point Benefit Group
Maryland
$6.79K +$4.46K +47 +224%
CFP
2274
Comprehensive Financial Planning
Pennsylvania
$6.69K +$6.36K +67 New
HIW
2275
Holos Integrated Wealth
Pennsylvania
$6.6K – – –
89 90
91
92 93