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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1051
Optimum Investment Advisors
Illinois
$94K +$24.5K +542 +44%
NSIM
1052
North Star Investment Management
Illinois
$93K +$136 +3 +0.2%
RE
1053
RBC Europe
United Kingdom
$91.9K +$5.75K +127 +8%
ICP
1054
Interchange Capital Partners
Pennsylvania
$91K +$77.8K +1,718 New
CI
1055
CX Institutional
Indiana
$90K +$12.7K +281 +20%
DAM
1056
Delta Asset Management
Tennessee
$89K +$11.3K +250 +17%
CHC
1057
City Holding Co
West Virginia
$89K +$20.3K +449 +37%
GRP
1058
Global Retirement Partners
California
$88K +$3.94K +87 +6%
FMP
1059
Financial Management Professionals
Texas
$83K +$17.8K +394 +34%
CFD
1060
Creative Financial Designs
Indiana
$82K +$45 +1 +0.1%
CFGS
1061
Concourse Financial Group Securities
Alabama
$79K +$64.6K +1,427 +2,195%
CWP
1062
Concord Wealth Partners
Virginia
$76K +$65.1K +1,438 New
AFIA
1063
America First Investment Advisors
Nebraska
$75K +$63.7K +1,408 New
MMG
1064
Monetary Management Group
Missouri
$72K – – –
CAAS
1065
Capital Asset Advisory Services
Michigan
$72K +$61.4K +1,357 New
PCG
1066
Private Capital Group
Connecticut
$71K -$24.4K -539 -29%
FF
1067
FourThought Financial
Florida
$69K +$59.7K +1,318 New
FMB
1068
Field & Main Bank
Kentucky
$67K – – –
MRCM
1069
M&R Capital Management
New Jersey
$65K +$181 +4 +0.3%
NFSG
1070
Newbridge Financial Services Group
Florida
$65K +$40.3K +890 +271%
OC
1071
Oakworth Capital
Alabama
$64K – – –
CCC
1072
Crescent Capital Consulting
Louisiana
$62K +$53.3K +1,178 New
BWM
1073
Baystate Wealth Management
Massachusetts
$61K +$136 +3 +0.3%
IBOK
1074
Independence Bank of Kentucky
Kentucky
$59K -$97.3K -2,150 -66%
RPWA
1075
Regent Peak Wealth Advisors
Georgia
$59K +$50.5K +1,115 New
41 42
43
44 45