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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
RPGK
1051
Retirement Planning Group (Kansas)
Kansas
$1.64M -$26.9K -284 -2%
EWM
1052
Elmwood Wealth Management
California
$1.63M – – –
NB
1053
NBT Bank
New York
$1.63M +$18K +190 +1%
NCM
1054
Next Capital Management
New York
$1.63M -$998K -10,517 -39%
SWA
1055
Stratos Wealth Advisors
Ohio
$1.62M -$216K -2,282 -12%
NHC
1056
Nicholas Hoffman & Company
Georgia
$1.62M -$59.9K -631 -4%
CC
1057
Centiva Capital
New York
$1.62M -$1.89M -19,892 -55%
ACA
1058
Aptus Capital Advisors
Alabama
$1.62M +$120K +1,265 +8%
MBT
1059
Montecito Bank & Trust
California
$1.62M -$1.52K -16 -0.1%
IWC
1060
Integrated Wealth Concepts
Massachusetts
$1.6M -$804K -8,472 -35%
CTC
1061
Central Trust Company
Missouri
$1.59M +$57.4K +605 +4%
CP
1062
Canopy Partners
Ohio
$1.58M -$949 -10 -0.1%
FNBT
1063
FineMark National Bank & Trust
Florida
$1.58M -$76.5K -806 -5%
TFA
1064
Toth Financial Advisory
Virginia
$1.58M +$117K +1,234 +8%
PDL
1065
Portfolio Design Labs
California
$1.57M +$51.7K +545 +4%
SBFM
1066
S-Bank Fund Management
Finland
$1.56M -$38.7K -408 -3%
TFA
1067
Tranquilli Financial Advisor
New Jersey
$1.56M +$15.5K +163 +1%
CHAM
1068
Clear Harbor Asset Management
Connecticut
$1.56M +$8.54K +90 +0.6%
JLBC
1069
J.L. Bainbridge & Co
Florida
$1.56M – – –
RDFA
1070
Ritter Daniher Financial Advisory
Ohio
$1.55M -$38.6K -407 -3%
EFG
1071
Everest Financial Group
Minnesota
$1.55M +$1.47M +15,509 New
CFM
1072
Capricorn Fund Managers
United Kingdom
$1.55M +$179K +1,889 +14%
FPAS
1073
Focus Partners Advisor Solutions
Missouri
$1.55M +$17K +179 +1%
CC
1074
Chicago Capital
Illinois
$1.55M +$7.12K +75 +0.5%
FC
1075
Fusion Capital
South Carolina
$1.55M +$51.5K +543 +4%
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