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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
1151
Jericho Financial
Ohio
$786K -$39.9K -508 -5%
BIG
1152
Brooklyn Investment Group
New York
$785K +$73.7K +939 +10%
IPW
1153
Invictus Private Wealth
Colorado
$785K -$549 -7 -0.1%
BWM
1154
BigSur Wealth Management
Florida
$783K – – –
EDRH
1155
Edmond de Rothschild Holding
Switzerland
$783K – – –
AFM
1156
Anson Funds Management
Texas
$783K +$785K +10,000 New
FA
1157
Faithward Advisors
Pennsylvania
$779K – – –
DT
1158
Diversified Trust
Tennessee
$777K +$134K +1,712 +21%
CGL
1159
Clarius Group LLC
Washington
$773K +$5.57K +71 +0.7%
CFB
1160
Cullen/Frost Bankers
Texas
$771K -$9.42K -120 -1%
IF
1161
Ironwood Financial
Arizona
$767K – – –
FPAS
1162
Focus Partners Advisor Solutions
Missouri
$765K +$395K +5,039 +106%
SSCM
1163
Sovereign's Capital Management
Georgia
$764K +$99.1K +1,263 +15%
UCB
1164
United Community Bank
South Carolina
$759K +$9.18K +117 +1%
IAIM
1165
International Assets Investment Management
Florida
$759K -$3.61K -46 -0.5%
CGFA
1166
Colton Groome Financial Advisors
North Carolina
$758K +$14.5K +185 +2%
CYG
1167
Clean Yield Group
Vermont
$757K -$15.7K -200 -2%
KSB
1168
Kennebec Savings Bank
Maine
$755K – – –
RCG
1169
Regatta Capital Group
California
$751K +$8.71K +111 +1%
BC
1170
Bridgefront Capital
Texas
$746K -$98.2K -1,251 -12%
RPGK
1171
Retirement Planning Group (Kansas)
Kansas
$745K +$2.2K +28 +0.3%
PWMAG
1172
Pinnacle Wealth Management Advisory Group
New Jersey
$740K -$54.4K -693 -7%
WCA
1173
Westover Capital Advisors
Delaware
$738K +$1.02K +13 +0.1%
V
1174
ViaWealth
Kansas
$735K – – –
PP
1175
PDS Planning
Ohio
$734K +$91.8K +1,170 +14%
45 46
47
48 49