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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
876
HM Payson & Co
Maine
$1.2M +$51.4K +851 +4%
LBA
877
Letko, Brosseau & Associates
Quebec, Canada
$1.2M – – –
AWM
878
Axxcess Wealth Management
California
$1.2M +$806K +13,329 +157%
FFA
879
Farther Finance Advisors
California
$1.18M +$504K +8,338 +63%
BAM
880
Belpointe Asset Management
Nevada
$1.18M -$58.2K -963 -4%
IWC
881
Integrated Wealth Concepts
Massachusetts
$1.18M -$154K -2,542 -11%
DLHL
882
Donald L. Hagan LLC
Florida
$1.18M +$1.63K +27 +0.1%
NHC
883
Nicholas Hoffman & Company
Georgia
$1.18M -$34.1K -565 -3%
BCM
884
Birmingham Capital Management
Alabama
$1.18M +$80.1K +1,325 +7%
ECM
885
Everence Capital Management
Indiana
$1.17M -$135K -2,240 -9%
FMAEN1
886
Fund Management at Engine No 1
California
$1.17M +$116K +1,925 +10%
AAS
887
Avantax Advisory Services
Texas
$1.17M -$352K -5,829 -22%
IIC
888
Integrated Investment Consultants
Michigan
$1.16M +$539K +8,925 +73%
AI
889
AXS Investments
New York
$1.16M -$92.2K -1,525 -7%
PWW
890
Pettyjohn Wood & White
Virginia
$1.15M +$26.5K +439 +2%
HAM
891
Hedges Asset Management
Nevada
$1.15M +$181K +3,000 +17%
CWM
892
C2C Wealth Management
Arizona
$1.14M +$66.5K +1,100 +5%
MFS
893
Monetta Financial Services
Illinois
$1.14M – – –
NFG
894
Nations Financial Group
Iowa
$1.14M +$313K +5,181 +33%
CSIC
895
Clifford Swan Investment Counsel
California
$1.14M -$11.5K -190 -0.9%
TP
896
Tranquility Partners
Tennessee
$1.13M +$106K +1,756 +9%
ESB
897
Essex Savings Bank
Connecticut
$1.13M +$24.4K +404 +2%
LNC
898
Lincoln National Corp
Pennsylvania
$1.12M -$151K -2,492 -11%
AIM
899
Anchor Investment Management
South Carolina
$1.12M +$53.4K +883 +5%
LIM
900
Leavell Investment Management
Alabama
$1.12M – – –
34 35
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37 38