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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
NHC
1001
Nicholas Hoffman & Company
Georgia
$1.61M +$4.94K +52 +0.3%
HAS
1002
HBW Advisory Services
California
$1.6M +$1.59M +16,789 New
HCMT
1003
Highland Capital Management (Tennessee)
Tennessee
$1.6M -$26.5K -279 -2%
CI
1004
Cigna Investments
Connecticut
$1.6M -$9.02K -95 -0.6%
EFG
1005
Embree Financial Group
Illinois
$1.59M +$14.9K +157 +1%
RPGK
1006
Retirement Planning Group (Kansas)
Kansas
$1.59M +$655K +6,899 +71%
RBWA
1007
RFG - Bristol Wealth Advisors
Massachusetts
$1.59M +$40.1K +423 +3%
FNBT
1008
FineMark National Bank & Trust
Florida
$1.59M -$46.6K -491 -3%
UBG
1009
United Bank (Georgia)
Georgia
$1.57M +$40.8K +430 +3%
IIA
1010
IPG Investment Advisors
California
$1.57M +$12.1K +127 +0.8%
WA
1011
Wealth Alliance
New York
$1.57M +$64.5K +680 +4%
EWM
1012
Elmwood Wealth Management
California
$1.56M – – –
CFG
1013
Cooper Financial Group
California
$1.56M +$187K +1,974 +14%
WS
1014
Wedbush Securities
California
$1.55M -$192K -2,019 -11%
MBT
1015
Montecito Bank & Trust
California
$1.55M +$1.54M +16,193 New
NB
1016
NBT Bank
New York
$1.54M +$98.6K +1,039 +7%
SBFM
1017
S-Bank Fund Management
Finland
$1.53M -$19.8K -209 -1%
HFS
1018
Howard Financial Services
Texas
$1.53M +$4.27K +45 +0.3%
RDFA
1019
Ritter Daniher Financial Advisory
Ohio
$1.52M +$1.51M +15,954 New
SWP
1020
Sagespring Wealth Partners
Tennessee
$1.52M +$149K +1,570 +11%
RCM
1021
Riverpark Capital Management
New York
$1.51M -$267K -2,812 -15%
CP
1022
Canopy Partners
Ohio
$1.51M -$137K -1,443 -8%
FCFC
1023
First Commonwealth Financial Corp
Pennsylvania
$1.51M +$3.89K +41 +0.3%
JLBC
1024
J.L. Bainbridge & Co
Florida
$1.49M -$10.4K -110 -0.7%
PCA
1025
Pallas Capital Advisors
Massachusetts
$1.49M +$13.5K +142 +0.9%
39 40
41
42 43