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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
2301
CBIZ Investment Advisory Services
Ohio
$3.95K -$45.7K -466 -92%
RJA
2302
Ross\Johnson & Associates
Minnesota
$3.95K -$588 -6 -13%
TBFA
2303
Three Bearings Fiduciary Advisors
New Hampshire
$3.76K – – –
KCM
2304
Key Capital Management
Tennessee
$3.76K +$3.92K +40 New
HI
2305
Hoey Investments
Pennsylvania
$3.67K – – –
TWM
2306
TopTier Wealth Management
Wisconsin
$3.67K +$3.83K +39 New
LA
2307
LM Advisors
California
$3.37K +$31.1K +317 New
MDA
2308
Minot DeBlois Advisors
Massachusetts
$3.29K -$15.7K -160 -82%
BWM
2309
Benson Wealth Management
Tennessee
$3.29K – – –
PS
2310
PayPay Securities
Japan
$3.15K -$1.27K -13 -28%
1IA
2311
1620 Investment Advisors
Massachusetts
$3.1K – – –
PF
2312
PlanVest Financial
Maryland
$2.83K +$2.94K +30 New
ECA
2313
Elevated Capital Advisors
Utah
$2.82K -$1.67K -17 -36%
RWPA
2314
Richard W. Paul & Associates
Michigan
$2.82K +$1.67K +17 +131%
MAFA
2315
MJT & Associates Financial Advisory
Minnesota
$2.54K – – –
VR
2316
Vision Retirement
New Jersey
$2.54K – – –
MWA
2317
Merkkuri Wealth Advisors
New York
$2.48K +$2.55K +26 New
HIA
2318
HFM Investment Advisors
New Jersey
$2.26K -$2.84K -29 -55%
FG
2319
Fairman Group
Pennsylvania
$2.16K – – –
Q1WB
2320
Quest 10 Wealth Builders
Virginia
$2.07K +$1.47K +15 +214%
MTC
2321
Matrix Trust Company
Colorado
$2K +$1.67K +17 New
DFA
2322
DHJJ Financial Advisors
Illinois
$1.9K – – –
HIC
2323
Hamrick Investment Counsel
Washington
$1.88K +$1.96K +20 New
AP
2324
Aspect Partners
Virginia
$1.79K -$588 -6 -24%
DF
2325
DecisionPoint Financial
Arizona
$1.62K – – –
91 92
93
94 95