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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
IW
2251
Imprint Wealth
South Carolina
$12K – – –
CWM
2252
Consultiva Wealth Management
Puerto Rico
$11.4K – – –
MCI
2253
MRP Capital Investments
Georgia
$10.8K – – –
KFG
2254
Kingdom Financial Group
Arizona
$10.8K +$6.18K +63 +124%
LAS
2255
Lloyd Advisory Services
Georgia
$10.8K +$9.22K +94 +470%
BFS
2256
Bare Financial Services
Pennsylvania
$10.7K -$1.27K -13 -10%
BFPW
2257
BOK Financial Private Wealth
Colorado
$10.7K – – –
RCM
2258
Raleigh Capital Management
North Carolina
$10.5K +$9.02K +92 +460%
CIM
2259
Contravisory Investment Management
Massachusetts
$10.5K +$11K +112 New
KG
2260
Kilter Group
New York
$9.68K +$98 +1 +1%
OCM
2261
Osbon Capital Management
Massachusetts
$9.59K – – –
MWA
2262
Miller Wealth Advisors
Colorado
$9.4K – – –
MS
2263
Monetary Solutions
Ohio
$9.4K – – –
SFAM
2264
Sawyer Falduto Asset Management
Illinois
$9.4K – – –
AT
2265
Avalon Trust
New Mexico
$9.4K +$9.81K +100 New
IWS
2266
Intentional Wealth Strategies
Colorado
$9.4K +$9.81K +100 New
RWS
2267
Retirement Wealth Solutions
Wisconsin
$9.21K +$7.65K +78 +390%
AI
2268
Atomic Invest
New York
$9.14K -$687 -7 -7%
SI
2269
Sapience Investments
California
$8.83K +$9.22K +94 New
FUBT
2270
First United Bank & Trust
Maryland
$8.74K – – –
CB
2271
Centennial Bank
Arkansas
$8.65K – – –
ANBT
2272
American National Bank & Trust
Texas
$8.46K – – –
RFA
2273
Reyes Financial Architecture
California
$8.46K – – –
BH
2274
Burk Holdings
Oklahoma
$8.46K +$8.83K +90 New
BC
2275
Bayforest Capital
United Kingdom
$7.99K +$8.34K +85 New
89 90
91
92 93