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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CFSG
701
Community Financial Services Group
Vermont
$4.17M -$276K -3,027 -6%
FNA
702
First National Advisers
Nebraska
$4.16M -$197K -2,155 -5%
CCG
703
Chatham Capital Group
Georgia
$4.15M +$21.9K +240 +0.5%
1WA
704
180 Wealth Advisors
Washington
$4.12M +$75.2K +825 +2%
PAS
705
Park Avenue Securities
New York
$4.1M -$60.3K -661 -1%
LDB
706
Lee, Danner & Bass
Tennessee
$4.07M +$2.67M +29,255 +197%
MMA
707
Miracle Mile Advisors
California
$4.06M -$22K -241 -0.5%
KPWS
708
Kestra Private Wealth Services
Texas
$4.04M +$174K +1,906 +5%
KRSITF
709
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.04M -$106K -1,162 -3%
BBHC
710
Brown Brothers Harriman & Co
New York
$4.02M +$728K +7,986 +22%
ECAM
711
East Coast Asset Management
Massachusetts
$4.01M -$56.4K -618 -1%
SM
712
Sciencast Management
New Jersey
$4.01M +$3.96M +43,468 New
FAMI
713
Fideuram Asset Management (Ireland)
$3.97M +$4.02M +44,132 +4,339%
TPCW
714
TD Private Client Wealth
New York
$3.97M +$1.37K +15 +0%
EBWM
715
Eagle Bluffs Wealth Management
Missouri
$3.96M +$37.5K +411 +1%
LIA
716
LS Investment Advisors
Michigan
$3.95M -$143K -1,565 -4%
SWM
717
Sculati Wealth Management
Michigan
$3.95M -$3.83K -42 -0.1%
GAM
718
Gotham Asset Management
New York
$3.94M -$159K -1,740 -4%
AWM
719
AE Wealth Management
Kansas
$3.94M -$475K -5,209 -11%
AIM
720
Anchor Investment Management
South Carolina
$3.93M +$357K +3,917 +10%
AWA
721
Arkadios Wealth Advisors
Georgia
$3.93M -$2.33M -25,550 -38%
FLII
722
First Long Island Investors
New York
$3.91M +$3.33M +36,476 +613%
EMB
723
Elefante Mark B
$3.9M +$855K +9,375 +29%
ATPW
724
Ashton Thomas Private Wealth
Arizona
$3.89M -$779K -8,540 -17%
BFA
725
Buttonwood Financial Advisors
Maryland
$3.88M -$2.1K -23 -0.1%
27 28
29
30 31