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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CHC
1051
City Holding Co
West Virginia
$89K +$20.3K +449 +37%
GRP
1052
Global Retirement Partners
California
$88K +$3.94K +87 +6%
FMP
1053
Financial Management Professionals
Texas
$83K +$17.8K +394 +34%
CFD
1054
Creative Financial Designs
Indiana
$82K +$45 +1 +0.1%
CFGS
1055
Concourse Financial Group Securities
Alabama
$79K +$64.6K +1,427 +2,195%
CWP
1056
Concord Wealth Partners
Virginia
$76K +$65.1K +1,438 New
AFIA
1057
America First Investment Advisors
Nebraska
$75K +$63.7K +1,408 New
MMG
1058
Monetary Management Group
Missouri
$72K – – –
CAAS
1059
Capital Asset Advisory Services
Michigan
$72K +$61.4K +1,357 New
PCG
1060
Private Capital Group
Connecticut
$71K -$24.4K -539 -29%
FF
1061
FourThought Financial
Florida
$69K +$59.7K +1,318 New
FMB
1062
Field & Main Bank
Kentucky
$67K – – –
MRCM
1063
M&R Capital Management
New Jersey
$65K +$181 +4 +0.3%
NFSG
1064
Newbridge Financial Services Group
Florida
$65K +$40.3K +890 +271%
OC
1065
Oakworth Capital
Alabama
$64K – – –
CCC
1066
Crescent Capital Consulting
Louisiana
$62K +$53.3K +1,178 New
BWM
1067
Baystate Wealth Management
Massachusetts
$61K +$136 +3 +0.3%
IBOK
1068
Independence Bank of Kentucky
Kentucky
$59K -$97.3K -2,150 -66%
RPWA
1069
Regent Peak Wealth Advisors
Georgia
$59K +$50.5K +1,115 New
ONST
1070
Old North State Trust
North Carolina
$58K -$129K -2,840 -72%
GLLW
1071
Graves Light Lenhart Wealth
Virginia
$58K +$49.4K +1,092 New
FHC
1072
First Horizon Corporation
Tennessee
$57K +$4.8K +106 +11%
MLFP
1073
MPS Loria Financial Planners
Illinois
$57K +$48.5K +1,072 New
VFA
1074
Valeo Financial Advisors
Indiana
$55K +$1.81K +40 +4%
EFSCE
1075
Enterprise Financial Services Corp (EFSC)
Missouri
$55K +$5.66K +125 +14%
41 42
43
44 45