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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AM
1201
AGF Management
Ontario, Canada
$1.16M +$354K +3,727 +47%
DBIA
1202
Dumont & Blake Investment Advisors
New Jersey
$1.16M – – –
HH
1203
Hilltop Holdings
Texas
$1.16M -$40.1K -423 -4%
NCM
1204
Novare Capital Management
North Carolina
$1.15M – – –
MA
1205
Mutual Advisors
Nebraska
$1.15M +$45.5K +480 +4%
HCM
1206
Hodges Capital Management
Texas
$1.15M -$16.6K -175 -2%
AWM
1207
Aprio Wealth Management
Georgia
$1.14M +$650K +6,850 +165%
PAM
1208
Palisade Asset Management
Minnesota
$1.12M – – –
PPWP
1209
Premier Path Wealth Partners
New Jersey
$1.12M +$205K +2,165 +24%
HCM
1210
Howard Capital Management
Georgia
$1.12M +$3.42K +36 +0.3%
RWM
1211
Revisor Wealth Management
Ohio
$1.12M +$513K +5,410 +97%
ET
1212
Equitable Trust
Tennessee
$1.12M -$94.9K -1,000 -8%
FC
1213
Financial Consulate
Maryland
$1.12M +$569 +6 +0.1%
ORC
1214
O'Rourke & Company
Massachusetts
$1.12M -$8.63K -91 -0.8%
BCM
1215
Birmingham Capital Management
Alabama
$1.11M – – –
NJIM
1216
Nabity-Jensen Investment Management
Nebraska
$1.11M +$6.64K +70 +0.6%
TNB
1217
Thomasville National Bank
Georgia
$1.11M -$16.7K -176 -2%
SW
1218
SMART Wealth
Nebraska
$1.11M -$93.8K -989 -8%
AO
1219
Advisor OS
Illinois
$1.11M +$66.6K +702 +7%
DW30
1220
Drucker Wealth 3.0
New Jersey
$1.11M -$219K -2,305 -17%
DT
1221
Diversified Trust
Tennessee
$1.11M -$132K -1,390 -11%
OIM
1222
Oder Investment Management
California
$1.1M -$76.7K -808 -7%
IFWM
1223
Institute for Wealth Management
Colorado
$1.1M -$17.9K -189 -2%
ICM
1224
Islay Capital Management
Texas
$1.1M -$30K -316 -3%
UCB
1225
United Community Bank
South Carolina
$1.1M -$1.9K -20 -0.2%
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