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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
876
Aspiriant LLC
California
$2.26M -$94.3K -1,126 -4%
CC
877
Copperleaf Capital
North Carolina
$2.26M +$29.7K +355 +1%
PWW
878
Pettyjohn Wood & White
Virginia
$2.26M +$93K +1,111 +5%
HFA
879
Hutchinson Financial Advisors
Virginia
$2.26M +$2.07M +24,769 New
TYCC
880
Texas Yale Capital Corp
Florida
$2.25M -$65.6K -784 -3%
NG
881
Norden Group
Utah
$2.25M +$37.8K +451 +2%
CIG
882
Cullen Investment Group
Louisiana
$2.25M +$82K +979 +4%
TAM
883
Tealwood Asset Management
Minnesota
$2.25M -$55.3K -661 -3%
AIM
884
Aspen Investment Management
Michigan
$2.23M +$25.5K +305 +1%
SI
885
Stephens Inc
Arkansas
$2.23M -$511K -6,101 -20%
KFS
886
Kurt F. Somerville
$2.22M +$2.04M +24,368 New
KF
887
Krilogy Financial
Missouri
$2.22M +$292K +3,491 +17%
PVI
888
Pine Valley Investments
New Jersey
$2.21M +$20.3K +242 +1%
FPGT
889
Financial Partners Group (Tennessee)
Tennessee
$2.2M -$68.2K -815 -3%
MNBTD
890
Moody National Bank Trust Division
Texas
$2.2M -$118K -1,404 -5%
AWS
891
Atria Wealth Solutions
New York
$2.2M -$527K -6,290 -21%
RWM
892
Ritholtz Wealth Management
New York
$2.2M +$285K +3,409 +16%
AWP
893
Ascent Wealth Partners
New York
$2.19M +$14.2K +170 +0.7%
WCBA
894
Weaver C. Barksdale & Associates
Tennessee
$2.17M -$448K -5,345 -18%
ASN
895
Advisory Services Network
Georgia
$2.17M -$69.7K -832 -4%
BIM
896
Bridges Investment Management
Nebraska
$2.16M -$62.8K -750 -3%
1SB
897
1ST Source Bank
Indiana
$2.16M +$9.8K +117 +0.5%
CTA
898
Chesley Taft & Associates
Illinois
$2.16M +$62.8K +750 +3%
CP
899
CenterBook Partners
Connecticut
$2.13M +$1.96M +23,393 New
RWA
900
Roberts Wealth Advisors
California
$2.13M +$4.27K +51 +0.2%
34 35
36
37 38