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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
1151
Burke & Herbert Bank & Trust
Virginia
$441K – – –
KAM
1152
Knightsbridge Asset Management
California
$440K -$5.74K -74 -1%
PCM
1153
Pointe Capital Management
Michigan
$437K -$68K -876 -14%
DGAM
1154
Desjardins Global Asset Management
Quebec, Canada
$436K +$7.99K +103 +2%
ST
1155
Smithfield Trust
Pennsylvania
$435K – – –
AMR
1156
Asset Management Resources
Massachusetts
$434K +$7.14K +92 +2%
WAS
1157
WESPAC Advisors SoCal
California
$433K -$19.4K -250 -5%
GCM
1158
Graham Capital Management
Connecticut
$433K +$403K +5,198 New
PFS
1159
Prospera Financial Services
Texas
$432K +$6.75K +87 +2%
DI
1160
Diligent Investors
California
$432K – – –
JAG
1161
Journey Advisory Group
Kentucky
$431K +$140K +1,800 +53%
CIC
1162
Crawford Investment Counsel
Georgia
$429K +$113K +1,460 +40%
SW
1163
SteelPeak Wealth
California
$426K +$397K +5,111 New
FLI
1164
Family Legacy Inc
South Carolina
$425K +$3.18K +41 +0.8%
CRC
1165
Curi RMB Capital
Illinois
$422K +$65.5K +844 +20%
NRW
1166
Nova R Wealth
Kansas
$421K -$310 -4 -0.1%
ACI
1167
Alpha Cubed Investments
California
$421K +$58.7K +756 +18%
OWP
1168
Obermeyer Wealth Partners
Colorado
$420K – – –
EH
1169
Equitable Holdings
New York
$420K +$114K +1,464 +41%
APP
1170
Avantax Planning Partners
Iowa
$419K +$108K +1,388 +38%
NSB
1171
Norway Savings Bank
Maine
$418K -$5.82K -75 -1%
CPA
1172
Court Place Advisors
Maryland
$416K -$27.2K -350 -7%
KCG
1173
Kinsale Capital Group
Virginia
$416K +$388K +5,000 New
V
1174
ViaWealth
Kansas
$416K +$378K +4,865 New
FPWM
1175
FSB Premier Wealth Management
Iowa
$415K +$136K +1,748 +54%
45 46
47
48 49