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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1101
Sheets Smith Wealth Management
North Carolina
$1.44M -$86.5K -912 -6%
HCMT
1102
Highland Capital Management (Tennessee)
Tennessee
$1.44M -$222K -2,335 -14%
SC
1103
Stance Capital
Massachusetts
$1.44M +$3.7K +39 +0.3%
UCI
1104
Uncommon Cents Investing
Wisconsin
$1.44M – – –
FIM
1105
Fruth Investment Management
Texas
$1.43M -$13.4K -141 -1%
GAMC
1106
Garner Asset Management Corp
Texas
$1.43M +$79.8K +841 +6%
I2I
1107
Insight 2811 Inc
Illinois
$1.43M +$1.35M +14,280 New
VIM
1108
VELA Investment Management
Ohio
$1.43M -$48.6K -512 -3%
VAG
1109
VisionPoint Advisory Group
Texas
$1.42M +$12.4K +131 +0.9%
LDB
1110
Lee, Danner & Bass
Tennessee
$1.42M +$645K +6,800 +92%
IP
1111
Indivisible Partners
Florida
$1.42M +$1.35M +14,212 New
FAMI
1112
Fideuram Asset Management (Ireland)
$1.42M +$1.69M +17,813 New
BJF
1113
Blue Jean Financial
New York
$1.42M +$1.34M +14,166 New
PWG
1114
Portside Wealth Group
Utah
$1.41M +$74.4K +784 +6%
DAM
1115
Directional Asset Management
Illinois
$1.41M +$1.34M +14,103 New
PCA
1116
Pallas Capital Advisors
Massachusetts
$1.4M -$150K -1,584 -10%
CT
1117
Clearstead Trust
Maine
$1.4M +$1.19M +12,547 +882%
SFS
1118
Sowell Financial Services
Arkansas
$1.39M +$703K +7,410 +113%
PC
1119
Parrish Capital
Georgia
$1.39M +$1.32M +13,892 New
FEG
1120
Financial Enhancement Group
Indiana
$1.39M +$1.29M +13,609 New
SDIC
1121
South Dakota Investment Council
South Dakota
$1.38M -$114K -1,200 -8%
CA
1122
Continuum Advisory
Idaho
$1.38M -$108K -1,143 -8%
HWA
1123
HCR Wealth Advisors
California
$1.38M +$21.1K +222 +2%
CPA
1124
Capital Planning Advisors
California
$1.37M +$197K +2,081 +18%
STS
1125
SG Trading Solutions
Utah
$1.37M +$1.3M +13,705 New
43 44
45
46 47