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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
826
RMR Wealth Builders
New Jersey
$697K -$93.6K -1,322 -12%
NL
827
Navalign LLC
California
$692K +$2.05K +29 +0.3%
BAM
828
Barrett Asset Management
New York
$688K – – –
SIC
829
Salem Investment Counselors
North Carolina
$687K – – –
CA
830
Crumly & Associates
Illinois
$684K +$293K +4,146 +79%
SLF
831
Sun Life Financial
Ontario, Canada
$680K -$81.1K -1,146 -11%
FB
832
Fulton Bank
Pennsylvania
$678K +$16.4K +232 +3%
BHBT
833
Burke & Herbert Bank & Trust
Virginia
$677K – – –
MMC
834
Mizuho Markets Cayman
Cayman Islands
$676K -$2.33K -33 -0.4%
FFN
835
Focus Financial Network
Minnesota
$674K -$2.83K -40 -0.4%
EMG
836
ETF Managers Group
New Jersey
$671K -$45.7K -646 -7%
CC
837
Cannell & Co
New York
$666K – – –
IF
838
Ironwood Financial
Arizona
$663K – – –
FNBT
839
FineMark National Bank & Trust
Florida
$661K +$13.4K +190 +2%
NO
840
Ninety One
South Africa
$657K -$131K -1,850 -17%
WPW
841
Waldron Private Wealth
Pennsylvania
$640K -$71 -1 -0%
EWM
842
Empirical Wealth Management
Washington
$638K +$182K +2,572 +42%
4WM
843
44 Wealth Management
Oregon
$637K -$337K -4,760 -35%
OQS
844
Occudo Quantitative Strategies
Florida
$636K +$618K +8,731 New
VFA
845
Voya Financial Advisors
Connecticut
$632K -$1.28M -18,066 -68%
LWAC
846
Laurel Wealth Advisors (California)
California
$627K +$10.3K +145 +2%
DI
847
DAGCO Inc
Ohio
$623K -$46K -650 -7%
HI
848
Harbour Investments
Wisconsin
$623K +$25.5K +361 +4%
CG
849
Cutler Group
California
$621K +$604K +8,530 New
OIM
850
Orca Investment Management
Oregon
$619K -$122K -1,717 -17%
32 33
34
35 36