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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1076
Lindbrook Capital
California
$711K -$73.7K -1,122 -9%
SS
1077
Sunbelt Securities
Texas
$710K +$32.7K +498 +5%
TFS
1078
Thoroughbred Financial Services
Tennessee
$707K -$3.42K -52 -0.5%
BS
1079
Banco Santander
Spain
$707K +$249K +3,796 +53%
WCM
1080
Whitener Capital Management
North Carolina
$703K +$146K +2,218 +26%
FA
1081
Faithward Advisors
Pennsylvania
$701K -$22.9K -348 -3%
AWA
1082
Arkadios Wealth Advisors
Georgia
$698K +$121K +1,836 +21%
VL
1083
Vima LLC
Michigan
$696K -$12.2K -185 -2%
ACA
1084
Aptus Capital Advisors
Alabama
$695K +$121K +1,841 +21%
IAS
1085
Insigneo Advisory Services
Florida
$693K +$3.61K +55 +0.5%
A
1086
Allianz
Germany
$693K +$50.6K +770 +8%
TIM
1087
Thor Investment Management
Ohio
$689K +$2.69K +41 +0.4%
CA
1088
Continuum Advisory
Idaho
$686K +$20.8K +316 +4%
QCM
1089
Qsemble Capital Management
New York
$682K +$692K +10,527 New
CTC
1090
Central Trust Company
Missouri
$682K -$282K -4,297 -29%
GLA
1091
Good Life Advisors
Pennsylvania
$680K +$124K +1,892 +22%
GAM
1092
Gemmer Asset Management
California
$679K -$5.91K -90 -0.9%
MIM
1093
Moseley Investment Management
Florida
$677K – – –
BAM
1094
Belpointe Asset Management
Nevada
$674K -$22.6K -344 -3%
EAM
1095
Eschler Asset Management
United Kingdom
$670K – – –
BOS
1096
Bank of Stockton
California
$669K +$30.8K +469 +5%
SIC
1097
SJS Investment Consulting
Ohio
$666K +$638K +9,719 +1,748%
CGFA
1098
Colton Groome Financial Advisors
North Carolina
$663K -$5.52K -84 -0.8%
PWMAG
1099
Pinnacle Wealth Management Advisory Group
New Jersey
$661K +$7.03K +107 +1%
MFG
1100
Merit Financial Group
Georgia
$659K -$229K -3,488 -26%
42 43
44
45 46