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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
P
1201
Pitcairn
Pennsylvania
$904K -$47.8K -571 -5%
UFF
1202
USA Financial Formulas
Michigan
$900K +$826K +9,864 New
HH
1203
Hilltop Holdings
Texas
$898K -$44.6K -533 -5%
UCB
1204
United Community Bank
South Carolina
$898K +$11.9K +142 +1%
RPGK
1205
Retirement Planning Group (Kansas)
Kansas
$892K +$21.7K +259 +3%
CWA
1206
Canvas Wealth Advisors
Kansas
$891K +$4.44K +53 +0.6%
NS
1207
NBC Securities
Alabama
$891K -$201K -2,397 -20%
PFA
1208
Pure Financial Advisors
California
$888K +$38.8K +463 +5%
CGFA
1209
Colton Groome Financial Advisors
North Carolina
$888K +$35.2K +420 +5%
CWM
1210
Circle Wealth Management
New Jersey
$887K +$195K +2,328 +31%
CYG
1211
Clean Yield Group
Vermont
$883K – – –
FFL
1212
Future Fund LLC
Illinois
$881K +$75.1K +897 +10%
KSB
1213
Kennebec Savings Bank
Maine
$880K – – –
PWMAG
1214
Pinnacle Wealth Management Advisory Group
New Jersey
$879K +$15.4K +184 +2%
RCG
1215
Regatta Capital Group
California
$878K +$3.1K +37 +0.4%
PP
1216
PDS Planning
Ohio
$874K +$16.6K +198 +2%
RI
1217
Ridgewood Investments
New Jersey
$869K -$398K -4,756 -33%
BPC
1218
Bryce Point Capital
New York
$868K +$796K +9,510 New
NG
1219
Novem Group
New York
$868K +$24.3K +290 +3%
HAM
1220
Hedges Asset Management
Nevada
$867K -$879K -10,500 -53%
EW
1221
Evoke Wealth
California
$864K +$251K +2,999 +46%
KPWS
1222
Kestra Private Wealth Services
Texas
$863K -$57K -681 -7%
IFU
1223
iSAM Funds (UK)
United Kingdom
$861K +$227K +2,716 +40%
KHCM
1224
Kirtland Hills Capital Management
Ohio
$858K +$155K +1,853 +25%
HWM
1225
Hohimer Wealth Management
Washington
$857K +$11.1K +132 +1%
47 48
49
50 51