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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BTW
951
Boston Trust Walden
Massachusetts
$343K – – –
CA
952
Crumly & Associates
Illinois
$342K +$58.5K +965 +23%
WAS
953
WESPAC Advisors SoCal
California
$339K – – –
AWM
954
Apollon Wealth Management
South Carolina
$339K +$315K +5,196 New
CA
955
Cetera Advisors
Colorado
$335K -$115K -1,904 -27%
ST
956
Smithfield Trust
Pennsylvania
$335K – – –
ACM
957
Advisors Capital Management
New Jersey
$334K +$74.6K +1,231 +31%
MAFM
958
Mid Atlantic Financial Management
Pennsylvania
$331K -$271K -4,474 -47%
AWM
959
Aberdeen Wealth Management
Illinois
$331K -$8.97K -148 -3%
JWM
960
Jeppson Wealth Management
California
$323K -$30.6K -505 -9%
FWCM
961
Ferguson Wellman Capital Management
Oregon
$323K – – –
TA
962
Tiedemann Advisors
New York
$322K -$10.6K -174 -3%
PMFA
963
Plante Moran Financial Advisors
Michigan
$317K -$102K -1,675 -26%
MS
964
Mizuho Securities
Japan
$317K +$295K +4,870 New
MAM
965
Marquette Asset Management
Minnesota
$315K – – –
NNP
966
Nachman Norwood & Parrott
South Carolina
$315K +$849 +14 +0.3%
CWP
967
Curated Wealth Partners
California
$314K -$97.8K -1,613 -25%
UB
968
UMB Bank
Missouri
$313K -$5.4K -89 -2%
PMG
969
ProVise Management Group
Florida
$312K +$33K +544 +13%
PWMAG
970
Pinnacle Wealth Management Advisory Group
New Jersey
$311K +$49.4K +815 +21%
DFA
971
Delta Financial Advisors
Louisiana
$309K +$11.5K +190 +4%
BO
972
BRR OpCo
Ohio
$309K +$288K +4,746 New
SS
973
Simplicity Solutions
Minnesota
$305K -$2.69M -44,432 -90%
CQS
974
Credential Qtrade Securities
$305K +$21.9K +362 +8%
BBNA
975
Bremer Bank National Association
Minnesota
$302K -$25.7K -424 -8%
37 38
39
40 41