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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
2301
PayPay Securities
Japan
$3.15K -$1.27K -13 -28%
1IA
2302
1620 Investment Advisors
Massachusetts
$3.1K – – –
PF
2303
PlanVest Financial
Maryland
$2.83K +$2.94K +30 New
ECA
2304
Elevated Capital Advisors
Utah
$2.82K -$1.67K -17 -36%
RWPA
2305
Richard W. Paul & Associates
Michigan
$2.82K +$1.67K +17 +131%
MAFA
2306
MJT & Associates Financial Advisory
Minnesota
$2.54K – – –
VR
2307
Vision Retirement
New Jersey
$2.54K – – –
MWA
2308
Merkkuri Wealth Advisors
New York
$2.48K +$2.55K +26 New
HIA
2309
HFM Investment Advisors
New Jersey
$2.26K -$2.84K -29 -55%
FG
2310
Fairman Group
Pennsylvania
$2.16K – – –
Q1WB
2311
Quest 10 Wealth Builders
Virginia
$2.07K +$1.47K +15 +214%
MTC
2312
Matrix Trust Company
Colorado
$2K +$1.67K +17 New
DFA
2313
DHJJ Financial Advisors
Illinois
$1.9K – – –
HIC
2314
Hamrick Investment Counsel
Washington
$1.88K +$1.96K +20 New
AP
2315
Aspect Partners
Virginia
$1.79K -$588 -6 -24%
DF
2316
DecisionPoint Financial
Arizona
$1.62K – – –
FPF
2317
First Pacific Financial
Washington
$1.51K +$687 +7 +78%
FDCP
2318
Foster Dykema Cabot & Partners
Massachusetts
$1.5K – – –
BW
2319
Basepoint Wealth
Iowa
$1.15K – – –
RPA
2320
Redwood Park Advisors
California
$1.03K -$294 -3 -21%
NA
2321
Networth Advisors
Pennsylvania
$1.03K +$1.08K +11 New
SMBT
2322
Southern Michigan Bank & Trust
Michigan
$1.03K +$1.08K +11 New
PJC
2323
Phillip James Consulting
Minnesota
$1K +$1.18K +12 New
APW
2324
Atlantic Private Wealth
North Carolina
$943 – – –
HC
2325
Hara Capital
Washington
$940 -$120K -1,228 -99%
91 92
93
94 95