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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SOW
1026
State of Wyoming
Wyoming
$477K +$65.7K +812 +17%
PWP
1027
Principle Wealth Partners
Connecticut
$476K +$10K +124 +2%
JLBC
1028
J.L. Bainbridge & Co
Florida
$471K – – –
CQS
1029
Credential Qtrade Securities
$469K +$24.8K +306 +6%
NSB
1030
Norway Savings Bank
Maine
$469K -$20.2K -250 -4%
WAS
1031
WESPAC Advisors SoCal
California
$469K – – –
BAM
1032
Berkshire Asset Management
Pennsylvania
$467K +$12.1K +150 +3%
AIM
1033
Anchor Investment Management
South Carolina
$466K +$112K +1,386 +33%
WCF
1034
West Coast Financial
California
$464K -$23K -284 -5%
RWP
1035
Ridgecrest Wealth Partners
California
$463K – – –
ARMT
1036
Amica Retiree Medical Trust
Rhode Island
$462K +$444K +5,495 New
CAG
1037
Csenge Advisory Group
Florida
$461K -$25.3K -313 -5%
AA
1038
Addison Advisors
Vermont
$461K +$2.59K +32 +0.6%
SC
1039
Savant Capital
Illinois
$455K -$308K -3,810 -41%
TCM
1040
Traynor Capital Management
Pennsylvania
$454K +$162 +2 +0%
IIC
1041
Integrated Investment Consultants
Michigan
$450K +$176K +2,181 +69%
MGWM
1042
Marks Group Wealth Management
Minnesota
$448K +$12.1K +149 +3%
BHBT
1043
Burke & Herbert Bank & Trust
Virginia
$446K -$324K -4,000 -43%
BTW
1044
Boston Trust Walden
Massachusetts
$443K – – –
PFBT
1045
Parkside Financial Bank & Trust
Missouri
$443K +$221K +2,732 +108%
AWM
1046
Aberdeen Wealth Management
Illinois
$440K +$20.3K +251 +5%
DI
1047
Diligent Investors
California
$436K – – –
MFGM
1048
Marshall Financial Group (Maryland)
Maryland
$435K +$189K +2,339 +83%
ARC
1049
Advisor Resource Council
Texas
$435K +$418K +5,167 New
GFP
1050
Gryphon Financial Partners
Ohio
$434K -$14.7K -182 -3%
40 41
42
43 44