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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1151
Delta Asset Management
Tennessee
$109K – – –
CFGS
1152
Concourse Financial Group Securities
Alabama
$108K +$10.3K +170 +11%
CWP
1153
Concord Wealth Partners
Virginia
$108K +$12.9K +213 +15%
EI
1154
Ellevest Inc
New York
$108K +$44.7K +738 +80%
CI
1155
Cordant Inc
Oregon
$106K +$98.8K +1,630 New
CCC
1156
Crescent Capital Consulting
Louisiana
$103K +$24.3K +400 +34%
FMP
1157
Financial Management Professionals
Texas
$102K – – –
ZB
1158
Zions Bancorporation
Utah
$101K +$43.5K +717 +86%
LSA
1159
Leonteq Securities AG
Switzerland
$98.8K -$449K -7,412 -83%
ACM
1160
Allred Capital Management
Texas
$98.3K +$91.4K +1,508 New
CHC
1161
City Holding Co
West Virginia
$96K -$12.1K -200 -12%
RE
1162
RBC Europe
United Kingdom
$95.9K -$15.8K -260 -15%
CFD
1163
Creative Financial Designs
Indiana
$93K -$7.16K -118 -8%
LF
1164
Lee Financial
Texas
$93K +$40.9K +675 +90%
AFIA
1165
America First Investment Advisors
Nebraska
$92K – – –
VRM
1166
Vectors Research Management
New York
$91K -$38.9K -641 -31%
MMG
1167
Monetary Management Group
Missouri
$88K – – –
FHC
1168
First Horizon Corporation
Tennessee
$87K +$15.8K +261 +24%
FMB
1169
Field & Main Bank
Kentucky
$82K – – –
FF
1170
FourThought Financial
Florida
$81K -$4.55K -75 -6%
MRCM
1171
M&R Capital Management
New Jersey
$80K +$121 +2 +0.2%
KFP
1172
KB Financial Partners
New Jersey
$80K +$74.2K +1,224 New
OC
1173
Oakworth Capital
Alabama
$79K – – –
BWM
1174
Baystate Wealth Management
Massachusetts
$76K +$243 +4 +0.3%
HFM
1175
Harvest Fund Management
China
$75K +$30K +495 +74%
45 46
47
48 49