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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
2251
Contravisory Investment Management
Massachusetts
$10.5K +$11K +112 New
KG
2252
Kilter Group
New York
$9.68K +$98 +1 +1%
OCM
2253
Osbon Capital Management
Massachusetts
$9.59K – – –
MWA
2254
Miller Wealth Advisors
Colorado
$9.4K – – –
MS
2255
Monetary Solutions
Ohio
$9.4K – – –
SFAM
2256
Sawyer Falduto Asset Management
Illinois
$9.4K – – –
AT
2257
Avalon Trust
New Mexico
$9.4K +$9.81K +100 New
IWS
2258
Intentional Wealth Strategies
Colorado
$9.4K +$9.81K +100 New
RWS
2259
Retirement Wealth Solutions
Wisconsin
$9.21K +$7.65K +78 +390%
SI
2260
Sapience Investments
California
$8.83K +$9.22K +94 New
FUBT
2261
First United Bank & Trust
Maryland
$8.74K – – –
CB
2262
Centennial Bank
Arkansas
$8.65K – – –
ANBT
2263
American National Bank & Trust
Texas
$8.46K – – –
RFA
2264
Reyes Financial Architecture
California
$8.46K – – –
BH
2265
Burk Holdings
Oklahoma
$8.46K +$8.83K +90 New
BC
2266
Bayforest Capital
United Kingdom
$7.99K +$8.34K +85 New
RWM
2267
Rialto Wealth Management
New York
$7.89K +$2.94K +30 +56%
DPW
2268
DiNuzzo Private Wealth
Pennsylvania
$7.8K – – –
TFM
2269
TFC Financial Management
Massachusetts
$7.24K – – –
NWM
2270
Nova Wealth Management
Florida
$7.12K -$17.6K -179 -70%
UFPG
2271
United Financial Planning Group
New York
$7.05K – – –
CA
2272
Centerpoint Advisors
Massachusetts
$7K – – –
OCM
2273
Orion Capital Management
California
$6.7K +$2.06K +21 +42%
WAS
2274
Winch Advisory Services
Wisconsin
$6.59K – – –
HHCP
2275
Hilton Head Capital Partners
South Carolina
$6.49K – – –
89 90
91
92 93