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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
NSB
876
Norway Savings Bank
Maine
$349K – – –
FFN
877
Focus Financial Network
Minnesota
$348K -$89K -1,965 -23%
PMFA
878
Plante Moran Financial Advisors
Michigan
$347K +$32.8K +725 +12%
CWC
879
Carolinas Wealth Consulting
North Carolina
$345K +$10.4K +230 +4%
MMA
880
Miracle Mile Advisors
California
$345K +$295K +6,512 New
CA
881
Clearstead Advisors
Ohio
$341K +$6.79K +150 +2%
CWP
882
Curated Wealth Partners
California
$341K +$291K +6,432 New
SB
883
Strategic Blueprint
Georgia
$340K -$501K -11,068 -63%
HCMT
884
Highland Capital Management (Tennessee)
Tennessee
$338K – – –
DP
885
Denver PWM
Colorado
$336K +$8.69K +192 +3%
CAG
886
Csenge Advisory Group
Florida
$334K +$181 +4 +0.1%
RMDI
887
R.M. Davis Inc
Maine
$334K +$19.6K +433 +7%
TCA
888
Transcend Capital Advisors
New Jersey
$334K +$285K +6,290 New
JLBC
889
J.L. Bainbridge & Co
Florida
$333K – – –
TSS
890
Two Sigma Securities
New York
$333K +$284K +6,276 New
TF
891
Tompkins Financial
New York
$331K – – –
PA
892
Parallel Advisors
California
$329K -$1.68K -37 -0.6%
MCG
893
MACRO Consulting Group
New Jersey
$328K -$1.9K -42 -0.7%
PCA
894
Providence Capital Advisors
North Carolina
$328K +$280K +6,178 New
EB
895
Eastern Bank
Massachusetts
$325K -$283K -6,257 -51%
MC
896
Moors & Cabot
Massachusetts
$323K +$25.9K +571 +10%
RCAG
897
Rehmann Capital Advisory Group
Michigan
$321K -$3.67K -81 -1%
SHGA
898
Sand Hill Global Advisors
California
$319K +$8.69K +192 +3%
AWM
899
Atticus Wealth Management
Florida
$315K – – –
CB
900
CNB Bank
Pennsylvania
$315K – – –
34 35
36
37 38