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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BCG
1026
BayBridge Capital Group
California
$1.54M +$1.03M +11,318 +212%
UBG
1027
United Bank (Georgia)
Georgia
$1.54M +$8.3K +91 +0.5%
BRPW
1028
Ballast Rock Private Wealth
South Carolina
$1.53M +$1.09K +12 +0.1%
FCFC
1029
First Commonwealth Financial Corp
Pennsylvania
$1.53M +$125K +1,375 +9%
AWM
1030
Athena Wealth Management
Nevada
$1.53M +$499K +5,477 +49%
FCA
1031
FLC Capital Advisors
California
$1.53M +$64.5K +707 +4%
NAM
1032
NorthCrest Asset Manangement
Minnesota
$1.52M -$79.9K -876 -6%
VVP
1033
Venture Visionary Partners
Ohio
$1.52M -$415K -4,547 -22%
AC
1034
AXQ Capital
New Jersey
$1.51M +$1.5M +16,411 New
4WM
1035
44 Wealth Management
Oregon
$1.51M -$15.6K -171 -1%
KFAS
1036
Keating Financial Advisory Services
Kansas
$1.51M -$81.6K -895 -5%
TCOT
1037
Trust Company of Toledo
Ohio
$1.51M +$167K +1,827 +13%
NERM
1038
New England Research & Management
Illinois
$1.51M +$1.49M +16,325 New
NCM
1039
Next Capital Management
New York
$1.51M -$54.7K -600 -4%
AFG
1040
Atomi Financial Group
New York
$1.51M -$381K -4,177 -20%
EWM
1041
Evercore Wealth Management
New York
$1.5M -$19K -208 -1%
PFA
1042
Perryman Financial Advisory
Texas
$1.5M -$26.4K -290 -2%
TWC
1043
TD Waterhouse Canada
Ontario, Canada
$1.5M -$673K -7,384 -32%
DWM
1044
Dynasty Wealth Management
Florida
$1.5M -$322K -3,530 -18%
PDL
1045
Portfolio Design Labs
California
$1.48M +$129K +1,416 +10%
IIC
1046
Integrated Investment Consultants
Michigan
$1.48M -$56K -614 -4%
I
1047
InceptionR
California
$1.48M +$702K +7,693 +92%
MCM
1048
Mainstream Capital Management
California
$1.48M -$60.5K -663 -4%
NO
1049
Ninety One
South Africa
$1.48M -$1.77M -19,363 -55%
LA
1050
LBP AM
France
$1.48M +$112K +1,223 +8%
40 41
42
43 44