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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FCMT
926
Founders Capital Management (Texas)
Texas
$177K – – –
AWM
927
Avior Wealth Management
Nebraska
$172K +$178K +3,942 +3,942%
CFG
928
CKW Financial Group
Hawaii
$171K – – –
SWA
929
Sutton Wealth Advisors
Florida
$171K +$1.13K +25 +0.6%
PMFA
930
Plante Moran Financial Advisors
Michigan
$160K +$1.94K +43 +1%
FANJ
931
Financial Architects (New Jersey)
New Jersey
$155K -$37.9K -839 -19%
EFSCE
932
Enterprise Financial Services Corp (EFSC)
Missouri
$155K +$158K +3,497 +2,820%
ONST
933
Old North State Trust
North Carolina
$154K +$29.6K +656 +22%
AOWM
934
Alpha Omega Wealth Management
Virginia
$153K +$2.26K +50 +1%
GLI
935
Guardian Life Insurance
New York
$146K +$632 +14 +0.4%
PVH
936
Psagot Value Holdings
Israel
$141K +$149K +3,300 New
SIM
937
Sonora Investment Management
Arizona
$139K – – –
FBT
938
First Bank & Trust
South Dakota
$135K -$22.4K -496 -14%
LC
939
Lindbrook Capital
California
$132K +$3.52K +78 +3%
RFA
940
Reilly Financial Advisors
California
$130K +$768 +17 +0.6%
EMG
941
ETF Managers Group
New Jersey
$118K +$11.6K +258 +10%
AIM
942
Anchor Investment Management
South Carolina
$118K – – –
PR
943
Payden & Rygel
California
$113K – – –
NFG
944
Next Financial Group
Texas
$113K +$99K +2,193 +490%
NFH
945
NEXT Financial Holdings
Texas
$113K +$119K +2,641 New
PFO
946
Pathstone Family Office
New Jersey
$110K +$116K +2,560 New
OWA
947
One Wealth Advisors
California
$109K +$115K +2,552 New
AF
948
Arrow Financial
New York
$105K – – –
PCM
949
Prelude Capital Management
New York
$105K +$110K +2,444 New
AJ
950
Ashburton (Jersey)
Jersey
$101K +$3.61K +80 +4%
36 37
38
39 40