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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
1101
Burke & Herbert Bank & Trust
Virginia
$447K – – –
OIA
1102
OneDigital Investment Advisors
Kansas
$447K +$145K +1,652 +45%
PFBT
1103
Parkside Financial Bank & Trust
Missouri
$446K +$2.73K +31 +0.6%
DP
1104
Denver PWM
Colorado
$444K -$101K -1,146 -18%
BTW
1105
Boston Trust Walden
Massachusetts
$444K – – –
EH
1106
Equitable Holdings
New York
$443K +$205K +2,330 +80%
SWA
1107
Stratos Wealth Advisors
Ohio
$442K -$112K -1,276 -20%
IFA
1108
Index Fund Advisors
California
$442K +$90.6K +1,030 +24%
AMR
1109
Asset Management Resources
Massachusetts
$440K -$58.4K -664 -11%
NSB
1110
Norway Savings Bank
Maine
$440K -$31.7K -360 -6%
SWM
1111
SeaCrest Wealth Management
New York
$438K +$62.9K +715 +16%
CWA
1112
Clarus Wealth Advisors
Arizona
$438K +$472K +5,371 New
DI
1113
Diligent Investors
California
$437K – – –
ST
1114
Smithfield Trust
Pennsylvania
$436K – – –
MFGM
1115
Marshall Financial Group (Maryland)
Maryland
$436K +$88 +1 +0%
FWCM
1116
Ferguson Wellman Capital Management
Oregon
$436K +$25.1K +285 +6%
CCA
1117
Childress Capital Advisors
Texas
$436K +$99.4K +1,130 +28%
AI
1118
AXS Investments
New York
$435K -$175K -1,985 -28%
CRC
1119
Curi RMB Capital
Illinois
$435K +$134K +1,529 +42%
MWM
1120
Minot Wealth Management
Massachusetts
$430K +$449K +5,103 New
WFI
1121
West Family Investments
California
$427K +$2.38K +27 +0.5%
KFSC
1122
Keystone Financial Services (Colorado)
Colorado
$426K -$7.57K -86 -1%
OWP
1123
Obermeyer Wealth Partners
Colorado
$425K – – –
VVP
1124
Venture Visionary Partners
Ohio
$425K +$17.9K +203 +4%
RSWM
1125
Robertson Stephens Wealth Management
California
$424K -$1.06K -12 -0.2%
43 44
45
46 47