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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1026
Tiedemann Advisors
New York
$813K -$6.23K -119 -0.8%
FFC
1027
First Financial Corp
Indiana
$811K +$107K +2,034 +17%
CAM
1028
Cidel Asset Management
Ontario, Canada
$811K +$749K +14,300 New
CNC
1029
Citizens & Northern Corp
Pennsylvania
$809K +$24.5K +467 +3%
EDRH
1030
Edmond de Rothschild Holding
Switzerland
$808K – – –
RIA
1031
Realta Investment Advisors
Delaware
$804K +$103K +1,975 +16%
CGL
1032
Clarius Group LLC
Washington
$801K -$117K -2,243 -14%
NB
1033
Nicolet Bankshares
Wisconsin
$799K +$636K +12,144 +196%
PFS
1034
Prospera Financial Services
Texas
$798K -$394K -7,528 -35%
CFP
1035
Catalyst Financial Partners
Massachusetts
$791K +$286K +5,461 +64%
NCM
1036
Novare Capital Management
North Carolina
$783K +$471K +8,985 +186%
KWM
1037
Kingsview Wealth Management
Oregon
$781K +$158K +3,012 +28%
OIA
1038
OneDigital Investment Advisors
Kansas
$781K -$732K -13,977 -50%
MFG
1039
Monte Financial Group
Connecticut
$778K +$129K +2,459 +22%
CCA
1040
Checchi Capital Advisers
California
$777K -$8.59K -164 -1%
ICM
1041
IMS Capital Management
Oregon
$774K +$98.2K +1,875 +16%
PWS
1042
Precision Wealth Strategies
Missouri
$773K -$82.4K -1,574 -10%
PWMAG
1043
Pinnacle Wealth Management Advisory Group
New Jersey
$773K -$127K -2,425 -15%
WKWM
1044
Walter & Keenan Wealth Management
Indiana
$772K -$307K -5,867 -30%
IB
1045
Intrust Bank
Kansas
$771K -$6.55K -125 -0.9%
TFA
1046
Tranquilli Financial Advisor
New Jersey
$771K +$158K +3,014 +28%
OA
1047
Operose Advisors
Wisconsin
$767K -$2.98K -57 -0.4%
ATWA
1048
Arbor Trust Wealth Advisors
Michigan
$765K +$104K +1,978 +17%
HR
1049
Hardy Reed
Mississippi
$763K +$145K +2,774 +26%
ST
1050
Sabal Trust
Florida
$762K +$704K +13,437 New
40 41
42
43 44