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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
1101
Foundations Investment Advisors
Arizona
$1.38M +$126K +1,280 +10%
PDL
1102
Portfolio Design Labs
California
$1.38M -$101K -1,033 -7%
PC
1103
Parrish Capital
Georgia
$1.38M +$73.8K +752 +5%
DWM
1104
Ducere Wealth Management
California
$1.37M +$825K +8,416 +136%
JFA
1105
JNBA Financial Advisors
Minnesota
$1.37M -$8.34K -85 -0.6%
TCOT
1106
Trust Company of Toledo
Ohio
$1.37M +$399K +4,064 +39%
SSWM
1107
Sheets Smith Wealth Management
North Carolina
$1.36M +$10.6K +108 +0.7%
WKWM
1108
Walter & Keenan Wealth Management
Indiana
$1.36M -$5.98K -61 -0.4%
FFG
1109
Frisch Financial Group
New York
$1.36M -$27.4K -279 -2%
UCI
1110
Uncommon Cents Investing
Wisconsin
$1.35M – – –
PA
1111
Profund Advisors
Maryland
$1.35M -$292K -2,979 -17%
HCMT
1112
Highland Capital Management (Tennessee)
Tennessee
$1.35M -$1.96K -20 -0.1%
I2I
1113
Insight 2811 Inc
Illinois
$1.34M -$1.86K -19 -0.1%
CCA
1114
Checchi Capital Advisers
California
$1.34M +$128K +1,301 +10%
FIM
1115
Fruth Investment Management
Texas
$1.34M -$6.87K -70 -0.5%
LAM
1116
LECAP Asset Management
United Kingdom
$1.33M +$797K +8,130 +134%
TWP
1117
Triad Wealth Partners
Kansas
$1.33M +$94.5K +964 +7%
DTL
1118
Dynamic Technology Lab
Singapore
$1.33M -$112K -1,145 -7%
GAMC
1119
Garner Asset Management Corp
Texas
$1.33M -$17.2K -175 -1%
EFG
1120
Everhart Financial Group
Ohio
$1.32M +$184K +1,873 +15%
SIM
1121
Stratos Investment Management
Ohio
$1.32M +$152K +1,549 +12%
BTI
1122
Blue Trust Inc
Georgia
$1.32M +$111K +1,131 +9%
CT
1123
Clearstead Trust
Maine
$1.31M -$3.92K -40 -0.3%
GIA
1124
Gladstone Institutional Advisory
Florida
$1.31M +$203K +2,072 +18%
SDIC
1125
South Dakota Investment Council
South Dakota
$1.3M – – –
43 44
45
46 47