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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
926
Sutton Wealth Advisors
Florida
$159K -$1.31K -30 -0.8%
AJ
927
Ashburton (Jersey)
Jersey
$156K +$66.7K +1,530 +65%
TFS
928
TrustCore Financial Services
Tennessee
$153K +$104K +2,379 +165%
PMFA
929
Plante Moran Financial Advisors
Michigan
$147K -$4.23K -97 -3%
CFGS
930
Concourse Financial Group Securities
Alabama
$146K +$63.3K +1,453 +67%
EFSCE
931
Enterprise Financial Services Corp (EFSC)
Missouri
$145K – – –
ONST
932
Old North State Trust
North Carolina
$145K – – –
LW
933
Linscomb Wealth
Texas
$144K +$156K +3,576 New
FBT
934
First Bank & Trust
South Dakota
$142K +$16K +366 +12%
GLI
935
Guardian Life Insurance
New York
$138K +$523 +12 +0.4%
SFA
936
Semmax Financial Advisors
North Carolina
$137K +$65.1K +1,494 +78%
PCG
937
Private Capital Group
Connecticut
$135K -$72.6K -1,665 -39%
FANJ
938
Financial Architects (New Jersey)
New Jersey
$134K -$13.1K -300 -8%
SIM
939
Sonora Investment Management
Arizona
$131K – – –
NFG
940
Next Financial Group
Texas
$130K +$26.5K +607 +23%
QT
941
Quantamental Technologies
New York
$128K +$107K +2,446 +328%
AOWM
942
Alpha Omega Wealth Management
Virginia
$126K -$19.6K -450 -13%
PCM
943
Penserra Capital Management
California
$125K -$318K -7,302 -70%
PRC
944
Pearl River Capital
Michigan
$125K -$123K -2,833 -48%
LC
945
Lindbrook Capital
California
$123K -$392 -9 -0.3%
TC
946
Truvestments Capital
Florida
$121K +$131K +3,000 New
MIFH
947
Migdal Insurance & Financial Holdings
Israel
$119K +$129K +2,966 New
AIM
948
Anchor Investment Management
South Carolina
$111K – – –
NCM
949
Next Capital Management
New York
$110K +$23.2K +532 +24%
O
950
Ossiam
France
$110K +$119K +2,737 New
36 37
38
39 40