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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
2276
Winch Advisory Services
Wisconsin
$6.51K +$2.56K +27 +47%
JGIA
2277
Jackson Grant Investment Advisers
Connecticut
$6.19K – – –
CFG
2278
Clayton Financial Group
Missouri
$6.09K +$5.79K +61 New
AT
2279
Arlington Trust
Alabama
$6K -$23.8K -251 -81%
SC
2280
Stephens Consulting
Michigan
$6K +$5.69K +60 New
EWM
2281
Evolution Wealth Management
Florida
$5.89K +$5.22K +55 +1,375%
1NWS
2282
1 North Wealth Services
Maryland
$5.7K – – –
WA
2283
WestEnd Advisors
North Carolina
$5.5K +$1.52K +16 +41%
RWM
2284
Rialto Wealth Management
New York
$5.4K +$285 +3 +6%
HIA
2285
HFM Investment Advisors
New Jersey
$5.3K +$2.66K +28 +112%
DSC
2286
Duncker Streett & Co
Missouri
$5.29K – – –
WW
2287
Winnow Wealth
Texas
$5.2K – – –
PAG
2288
Paladin Advisory Group
Iowa
$5.2K – – –
KFG
2289
Kingdom Financial Group
Arizona
$5.11K +$4.84K +51 New
T
2290
Tidemark
California
$5.09K – – –
1CP
2291
1015 Capital Partners
Pennsylvania
$5.09K +$4.84K +51 New
OCM
2292
Orion Capital Management
California
$5K +$4.74K +50 New
RJA
2293
Ross\Johnson & Associates
Minnesota
$4.8K +$379 +4 +9%
PS
2294
PayPay Securities
Japan
$4.7K +$759 +8 +21%
ECA
2295
Elevated Capital Advisors
Utah
$4.7K +$4.46K +47 New
LWMI
2296
Legacy Wealth Management (Idaho)
Idaho
$4.7K +$4.46K +47 New
BSB
2297
Bangor Savings Bank
Maine
$4.6K – – –
TBFA
2298
Three Bearings Fiduciary Advisors
New Hampshire
$4.16K +$3.79K +40 New
HI
2299
Hoey Investments
Pennsylvania
$3.9K – – –
GWM
2300
Greenline Wealth Management
Florida
$3.7K +$3.51K +37 New
90 91
92
93 94