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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
926
Pinnacle Wealth Planning Services
Ohio
$391K -$46K -758 -11%
CB
927
CNB Bank
Pennsylvania
$388K – – –
AWM
928
Atticus Wealth Management
Florida
$387K – – –
RCAG
929
Rehmann Capital Advisory Group
Michigan
$385K -$9.22K -152 -3%
MC
930
Moors & Cabot
Massachusetts
$385K -$13.6K -225 -4%
AAS
931
Avantax Advisory Services
Texas
$384K +$67.9K +1,119 +24%
PF
932
Phoenix Financial
Israel
$383K -$95.5K -1,575 -21%
BIC
933
Beach Investment Counsel
Pennsylvania
$374K – – –
YWP
934
YorkBridge Wealth Partners
New York
$374K +$7.09K +117 +2%
CPA
935
Court Place Advisors
Maryland
$372K – – –
ABC
936
Associated Banc-Corp
Wisconsin
$366K -$878K -14,482 -57%
PCM
937
Pointe Capital Management
Michigan
$364K +$10.4K +172 +3%
MSE
938
MUFG Securities EMEA
United Kingdom
$361K -$1.41M -23,188 -81%
PWP
939
Principle Wealth Partners
Connecticut
$361K – – –
MSFS
940
Main Street Financial Solutions
Pennsylvania
$361K +$24.5K +404 +8%
QPWM
941
Quadrant Private Wealth Management
Pennsylvania
$360K -$92.6K -1,527 -22%
SFA
942
Sequoia Financial Advisors
Ohio
$359K -$25.6K -423 -7%
RWP
943
Ridgecrest Wealth Partners
California
$359K +$334K +5,508 New
WCF
944
West Coast Financial
California
$358K +$31K +511 +10%
KPW
945
Kore Private Wealth
New York
$358K +$37.8K +624 +13%
GFP
946
Gryphon Financial Partners
Ohio
$357K -$13.5K -222 -4%
EWM
947
Evermay Wealth Management
Virginia
$354K – – –
DI
948
Diligent Investors
California
$349K +$15.2K +250 +5%
FCA
949
FLC Capital Advisors
California
$349K +$325K +5,357 New
FLI
950
Family Legacy Inc
South Carolina
$347K – – –
36 37
38
39 40