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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
1076
Independence Bank of Kentucky
Kentucky
$652K +$33.2K +550 +5%
MA
1077
Mutual Advisors
Nebraska
$647K -$85.9K -1,422 -11%
RWA
1078
Redmont Wealth Advisors
Illinois
$645K +$128K +2,113 +22%
PIA
1079
Powell Investment Advisors
Florida
$644K – – –
WPW
1080
Waldron Private Wealth
Pennsylvania
$643K +$25.9K +428 +4%
MSS
1081
Mitchell Sinkler & Starr
Pennsylvania
$637K +$86.1K +1,425 +14%
PTP
1082
Platform Technology Partners
New York
$634K -$18.1K -299 -3%
LD
1083
Lipe & Dalton
New York
$633K +$467K +7,732 +203%
NWM
1084
Northcape Wealth Management
New York
$630K – – –
CG
1085
Cynosure Group
Utah
$630K +$12.4K +206 +2%
LWM
1086
Lodestone Wealth Management
Washington
$629K +$7.43K +123 +1%
MA
1087
Modus Advisors
Minnesota
$629K +$133K +2,208 +24%
UC
1088
Unio Capital
New Jersey
$625K -$120K -1,980 -15%
FNBT
1089
FineMark National Bank & Trust
Florida
$622K -$23.9K -395 -3%
BTWM
1090
Baker Tilly Wealth Management
Wisconsin
$621K -$25.6K -424 -4%
NL
1091
Navalign LLC
California
$617K +$9.79K +162 +1%
CS
1092
Comerica Securities
Michigan
$616K -$921K -15,231 -58%
DBIA
1093
Dumont & Blake Investment Advisors
New Jersey
$614K +$5.14K +85 +0.8%
KJWM
1094
Kiley Juergens Wealth Management
Washington
$613K +$45K +744 +7%
FA
1095
Faithward Advisors
Pennsylvania
$611K -$1.03K -17 -0.1%
WCM
1096
Washburn Capital Management
Florida
$610K +$39.3K +650 +6%
MC
1097
Matisse Capital
Oregon
$608K -$3.93K -65 -0.6%
DWM
1098
Drive Wealth Management
Utah
$607K +$89.9K +1,488 +16%
KFSC
1099
Keystone Financial Services (Colorado)
Colorado
$603K +$120K +1,982 +22%
CA
1100
Crumly & Associates
Illinois
$603K -$17.2K -285 -3%
42 43
44
45 46