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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
1126
Berman Capital Advisors
Georgia
$175K +$16.4K +270 +11%
EP
1127
Eudaimonia Partners
Tennessee
$174K +$13K +214 +9%
PB
1128
Pinnacle Bancorp
Nebraska
$170K – – –
FHA
1129
First Horizon Advisors
Tennessee
$166K +$8.25K +136 +6%
FA
1130
Fortis Advisors
Pennsylvania
$163K -$30.3K -500 -17%
ADIM
1131
Alpha DNA Investment Management
Maryland
$159K +$6.61K +109 +5%
AIM
1132
Acropolis Investment Management
Missouri
$153K – – –
CI
1133
CX Institutional
Indiana
$150K +$36K +593 +35%
GAM
1134
GVO Asset Management
Switzerland
$150K +$139K +2,300 New
AIM
1135
Anchor Investment Management
South Carolina
$149K – – –
EW
1136
Evoke Wealth
California
$141K -$177K -2,916 -57%
LC
1137
Lindbrook Capital
California
$136K +$9.4K +155 +8%
PFBT
1138
Parkside Financial Bank & Trust
Missouri
$133K +$4.43K +73 +4%
TF
1139
TimeScale Financial
Massachusetts
$132K +$364 +6 +0.3%
FCM
1140
Firestone Capital Management
Florida
$130K – – –
SFSIG
1141
San Francisco Sentry Investment Group
California
$130K – – –
RTC
1142
Riverview Trust Company
Washington
$129K – – –
GRP
1143
Global Retirement Partners
California
$127K +$18.1K +299 +18%
HBT
1144
Hills Bank & Trust
Iowa
$121K -$5.15K -85 -4%
GWS
1145
Glassman Wealth Services
Virginia
$121K +$5.82K +96 +5%
HFM
1146
Hartford Financial Management
Connecticut
$117K – – –
OIA
1147
Optimum Investment Advisors
Illinois
$115K – – –
NSIM
1148
North Star Investment Management
Illinois
$115K +$182 +3 +0.2%
CFO
1149
CVA Family Office
Colorado
$110K +$74.3K +1,226 +264%
AIC
1150
Ameritas Investment Company
Nebraska
$109K +$102K +1,678 New
44 45
46
47 48