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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
ONST
1076
Old North State Trust
North Carolina
$58K -$129K -2,840 -72%
GLLW
1077
Graves Light Lenhart Wealth
Virginia
$58K +$49.4K +1,092 New
FHC
1078
First Horizon Corporation
Tennessee
$57K +$4.8K +106 +11%
MLFP
1079
MPS Loria Financial Planners
Illinois
$57K +$48.5K +1,072 New
VFA
1080
Valeo Financial Advisors
Indiana
$55K +$1.81K +40 +4%
EFSCE
1081
Enterprise Financial Services Corp (EFSC)
Missouri
$55K +$5.66K +125 +14%
NFG
1082
Next Financial Group
Texas
$54K +$46.3K +1,023 New
FPB
1083
First PREMIER Bank
South Dakota
$53K – – –
DAC
1084
Dividend Assets Capital
South Carolina
$51K +$43.5K +960 New
MCM
1085
Manchester Capital Management
Vermont
$50K – – –
EI
1086
Ellevest Inc
New York
$49K +$35.9K +793 +624%
BG
1087
Bollard Group
Massachusetts
$48K – – –
TFO
1088
Tarbox Family Office
California
$48K +$2.72K +60 +7%
DWP
1089
Destiny Wealth Partners
Florida
$47K +$39.9K +882 New
CFA
1090
Carroll Financial Associates
North Carolina
$44K – – –
ZB
1091
Zions Bancorporation
Utah
$44K +$8.15K +180 +28%
TFIPS
1092
Towarzystwo Funduszy Inwestycyjnych PZU SA
$42.4K +$36.2K +800 New
LWA
1093
Lenox Wealth Advisors
New York
$42K – – –
LWM
1094
Liberty Wealth Management
California
$41K +$9.51K +210 +38%
GFPC
1095
Global Financial Private Client
Florida
$40.6K +$724 +16 +2%
LWANC
1096
Laurel Wealth Advisors (North Carolina)
North Carolina
$40K – – –
LF
1097
Lee Financial
Texas
$40K – – –
SL
1098
Savior LLC
Massachusetts
$40K – – –
FMII
1099
Farmers & Merchants Investments Inc
Nebraska
$40K +$7.06K +156 +26%
AF
1100
Advisornet Financial
Minnesota
$39K +$2.13K +47 +7%
42 43
44
45 46