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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
QI
1001
Qtron Investments
Massachusetts
$888K -$315K -4,794 -26%
SG
1002
StoneX Group
New York
$884K +$90K +1,370 +11%
FNBOO
1003
First National Bank of Omaha
Nebraska
$881K – – –
HHRDM
1004
H&H Retirement Design & Management
Nevada
$881K -$13.1K -199 -2%
SWM
1005
SeaCrest Wealth Management
New York
$878K -$214K -3,251 -19%
NCM
1006
Novare Capital Management
North Carolina
$876K +$130K +1,986 +17%
ET
1007
Equitable Trust
Tennessee
$874K +$61.4K +935 +7%
LA
1008
LexAurum Advisors
Kansas
$873K +$87.4K +1,330 +11%
CIA
1009
Concurrent Investment Advisors
Florida
$870K +$178K +2,716 +25%
HA
1010
Hamel Associates
New Jersey
$868K – – –
FCA
1011
FLC Capital Advisors
California
$867K +$476K +7,245 +118%
OA
1012
Operose Advisors
Wisconsin
$862K +$788 +12 +0.1%
KWA
1013
Kingswood Wealth Advisors
California
$861K +$208K +3,162 +31%
PMSA
1014
Patrick M. Sweeney & Associates
Illinois
$857K +$45.5K +692 +6%
CNTOF
1015
Canandaigua National Trust of Florida
New York
$857K +$868K +13,216 New
LSA
1016
Leonteq Securities AG
Switzerland
$856K +$638K +9,706 +277%
WPW
1017
Waldron Private Wealth
Pennsylvania
$849K -$115K -1,756 -12%
HR
1018
Hardy Reed
Mississippi
$846K -$7.82K -119 -0.9%
BWP
1019
Balboa Wealth Partners
Arizona
$843K -$21K -319 -2%
HWA
1020
HCR Wealth Advisors
California
$841K +$16.7K +254 +2%
DM
1021
Delphi Management
Massachusetts
$839K -$266K -4,050 -24%
MA
1022
Mutual Advisors
Nebraska
$835K +$23.5K +357 +3%
LSAG
1023
Lake Street Advisors Group
New Hampshire
$834K -$12.7K -193 -1%
PG
1024
Proffitt & Goodson
Tennessee
$832K +$21.9K +333 +3%
ORC
1025
O'Rourke & Company
Massachusetts
$831K -$2.69K -41 -0.3%
39 40
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