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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
876
Avior Wealth Management
Nebraska
$1.06M +$155K +2,111 +12%
NAM
877
NorthCrest Asset Manangement
Minnesota
$1.06M +$363K +4,958 +32%
BC
878
Bridgefront Capital
Texas
$1.06M +$1.48M +20,217 New
VIA
879
Vident Investment Advisory
Georgia
$1.06M -$2.31M -31,595 -61%
SWMG
880
Signature Wealth Management Group
Georgia
$1.06M +$1.48M +20,197 New
CWM
881
C2C Wealth Management
Arizona
$1.05M +$1.26M +17,145 +553%
GA
882
Greenhaven Associates
New York
$1.05M – – –
BFG
883
Beacon Financial Group
Texas
$1.04M -$66.6K -909 -4%
MFG
884
MidWestOne Financial Group
Iowa
$1.03M +$1.45M +19,735 New
ESB
885
Essex Savings Bank
Connecticut
$1.03M +$52.8K +721 +4%
SF
886
Synovus Financial
Georgia
$1.03M -$3.58M -48,902 -71%
WA
887
Wealth Alliance
New York
$1.03M -$132K -1,796 -8%
O
888
Ossiam
France
$1.03M -$773K -10,554 -35%
SLI
889
Sumitomo Life Insurance
Japan
$1.02M -$708K -9,671 -33%
WKWM
890
Walter & Keenan Wealth Management
Indiana
$1.02M -$356K -4,861 -20%
CWM
891
Cabot Wealth Management
Massachusetts
$1.02M +$1.42M +19,445 New
FSA
892
Franklin Street Advisors
North Carolina
$1.02M +$76.8K +1,049 +6%
FTDI
893
First Trust Direct Indexing
Massachusetts
$1.01M -$210K -2,870 -13%
GAG
894
GM Advisory Group
New York
$1.01M +$1.41M +19,261 New
CIA
895
Cape Investment Advisory
Georgia
$1.01M +$1.41M +19,235 New
DCM
896
Davidson Capital Management
Texas
$1.01M +$507K +6,925 +56%
SAM
897
Secure Asset Management
Michigan
$994K +$1.39M +18,986 New
CPRC
898
Consolidated Portfolio Review Corp
New York
$993K +$1.39M +18,964 New
WHCI
899
W.H. Cornerstone Investments
Massachusetts
$985K +$211K +2,885 +18%
TWA
900
TCI Wealth Advisors
Arizona
$984K +$883K +12,056 +179%
34 35
36
37 38