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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
NSEDCP
726
NJ State Employees Deferred Compensation Plan
New Jersey
$2.5M – – –
SIAP
727
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.49M -$209K -2,789 -8%
MFG
728
Merit Financial Group
Georgia
$2.48M +$1.75M +23,383 +230%
AWS
729
Atria Wealth Solutions
New York
$2.47M +$207K +2,769 +9%
IA
730
IFG Advisory
Georgia
$2.47M -$3.52K -47 -0.1%
AIM
731
Aigen Investment Management
New York
$2.47M +$280K +3,744 +13%
CNBT
732
Canandaigua National Bank & Trust
New York
$2.46M +$157K +2,092 +7%
JIC
733
Johnson Investment Counsel
Ohio
$2.44M -$3.44K -46 -0.1%
1C
734
111 Capital
France
$2.44M +$2.46M +32,940 New
SWA
735
Strata Wealth Advisors
Texas
$2.43M +$4.26K +57 +0.2%
GVAG
736
Great Valley Advisor Group
Delaware
$2.43M +$194K +2,599 +9%
OLA
737
Oliver Luxxe Assets
New Jersey
$2.43M – – –
GAM
738
Groupama Asset Management
France
$2.42M +$2.45M +32,781 New
TCPW
739
Twin City Private Wealth
North Carolina
$2.41M -$55K -735 -2%
RCA
740
Resonant Capital Advisors
Wisconsin
$2.4M +$43.4K +580 +2%
BFG
741
Beacon Financial Group
Texas
$2.4M -$57.9K -774 -2%
PWM
742
Power Wealth Management
Georgia
$2.39M +$1.49M +19,870 +160%
CRI
743
Commonwealth Retirement Investments
Virginia
$2.38M +$296K +3,952 +14%
SSI
744
Scott & Selber Inc
Texas
$2.37M -$54.3K -725 -2%
KA
745
Kintegral Advisory
New York
$2.37M -$112K -1,491 -4%
LIA
746
LS Investment Advisors
Michigan
$2.36M -$12.2K -163 -0.5%
CIAS
747
Capital Investment Advisory Services
North Carolina
$2.32M -$41.7K -557 -2%
BFS
748
Bard Financial Services
Connecticut
$2.31M – – –
CCWM
749
Correct Capital Wealth Management
Missouri
$2.31M +$54.8K +733 +2%
MAA
750
Mraz Amerine & Associates
California
$2.3M -$40K -535 -2%
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