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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
ATWA
1126
Arbor Trust Wealth Advisors
Michigan
$734K -$288K -3,850 -28%
OC
1127
Opinicus Capital
Florida
$732K -$161K -2,146 -18%
TAM
1128
Titleist Asset Management
Texas
$732K +$89.1K +1,191 +14%
CYG
1129
Clean Yield Group
Vermont
$731K – – –
RA
1130
RFG Advisory
Alabama
$728K +$148K +1,978 +25%
IF
1131
Ironwood Financial
Arizona
$725K -$15K -200 -2%
CGL
1132
Clarius Group LLC
Washington
$725K +$3.82K +51 +0.5%
IAS
1133
Insigneo Advisory Services
Florida
$724K -$68.6K -917 -9%
NG
1134
Norden Group
Utah
$722K +$133K +1,782 +22%
IAIM
1135
International Assets Investment Management
Florida
$719K -$298K -3,987 -29%
WP
1136
Westmount Partners
California
$717K -$27.5K -367 -4%
DJSG
1137
D.J. St. Germain
Massachusetts
$712K +$32.6K +436 +5%
WAP
1138
Wealthcare Advisory Partners
Pennsylvania
$710K -$34.3K -458 -5%
UCB
1139
United Community Bank
South Carolina
$709K -$20.2K -270 -3%
NBT
1140
Northwest Bank & Trust
Iowa
$708K -$4.49K -60 -0.7%
NB
1141
NBT Bank
New York
$706K -$4.64K -62 -0.6%
MW
1142
Marcum Wealth
Ohio
$703K -$15.4K -206 -2%
DWM
1143
Drive Wealth Management
Utah
$703K -$25.9K -346 -4%
RPGK
1144
Retirement Planning Group (Kansas)
Kansas
$703K +$14.3K +191 +2%
RCG
1145
Regatta Capital Group
California
$701K -$9.2K -123 -1%
KSB
1146
Kennebec Savings Bank
Maine
$701K -$22.4K -300 -3%
KPWS
1147
Kestra Private Wealth Services
Texas
$697K +$50.9K +680 +8%
WCA
1148
Westover Capital Advisors
Delaware
$697K -$655K -8,750 -48%
V
1149
ViaWealth
Kansas
$694K -$49.8K -665 -7%
CM
1150
Castleark Management
Illinois
$693K – – –
44 45
46
47 48