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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BBNA
851
Bremer Bank National Association
Minnesota
$216K -$84.8K -2,438 -29%
BPCE
852
Bank Pictet & Cie (Europe)
Germany
$216K +$207K +5,959 New
ATPW
853
Ashton Thomas Private Wealth
Arizona
$216K +$207K +5,949 New
AWM
854
Atticus Wealth Management
Florida
$215K -$10.8K -309 -5%
CB
855
CNB Bank
Pennsylvania
$215K -$10.4K -300 -5%
RMDI
856
R.M. Davis Inc
Maine
$213K +$204K +5,869 New
BCM
857
BTR Capital Management
California
$213K +$205K +5,887 New
NB
858
NBT Bank
New York
$211K -$59.7K -1,715 -23%
SHGA
859
Sand Hill Global Advisors
California
$211K -$4.11K -118 -2%
PMFA
860
Plante Moran Financial Advisors
Michigan
$211K -$3.48K -100 -2%
CFG
861
CKW Financial Group
Hawaii
$211K – – –
TAM
862
Trust Asset Management
Texas
$211K +$202K +5,812 New
AWA
863
Arkadios Wealth Advisors
Georgia
$209K +$58.6K +1,683 +46%
RSWM
864
Robertson Stephens Wealth Management
California
$208K -$129K -3,694 -39%
OSAM
865
O'Shaughnessy Asset Management
Connecticut
$208K -$13.7K -393 -6%
BIC
866
Beach Investment Counsel
Pennsylvania
$208K +$200K +5,740 New
CPA
867
Court Place Advisors
Maryland
$207K +$198K +5,700 New
YWP
868
YorkBridge Wealth Partners
New York
$205K +$197K +5,660 New
GFP
869
Gryphon Financial Partners
Ohio
$205K +$199K +5,709 New
ICP
870
Ironvine Capital Partners
Nebraska
$204K +$196K +5,641 New
WAS
871
WESPAC Advisors SoCal
California
$203K +$185K +5,322 New
PFWA
872
Paces Ferry Wealth Advisors
Georgia
$202K +$194K +5,573 New
MC
873
Moors & Cabot
Massachusetts
$200K +$192K +5,529 New
EW
874
Evoke Wealth
California
$178K -$244 -7 -0.1%
MAM
875
Marquette Asset Management
Minnesota
$175K – – –
33 34
35
36 37