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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
ET
1226
Equitable Trust
Tennessee
$981K -$100K -1,101 -9%
WETS
1227
Wealth Enhancement Trust Services
South Dakota
$978K -$231K -2,534 -19%
NL
1228
Navalign LLC
California
$977K +$7.11K +78 +0.7%
IAIM
1229
International Assets Investment Management
Florida
$977K +$109K +1,193 +13%
IPW
1230
Invictus Private Wealth
Colorado
$972K – – –
SIC
1231
SJS Investment Consulting
Ohio
$969K +$8.66K +95 +0.9%
HI
1232
Harbour Investments
Wisconsin
$968K +$18.3K +201 +2%
SACTSONJ
1233
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$967K -$75.1K -824 -7%
CA
1234
Crumly & Associates
Illinois
$967K +$10.5K +115 +1%
C
1235
Certuity
Florida
$965K -$56.8K -623 -6%
OAM
1236
Oxford Asset Management
United Kingdom
$959K +$948K +10,392 New
CNBTD
1237
Citizens National Bank Trust Department
Mississippi
$958K +$19.8K +217 +2%
OCA
1238
OpenArc Corporate Advisory
Georgia
$957K -$106K -1,167 -10%
CWM
1239
Circle Wealth Management
New Jersey
$957K -$84.9K -931 -8%
VL
1240
Vima LLC
Michigan
$955K +$944K +10,351 New
TCM
1241
Tran Capital Management
California
$950K -$195K -2,140 -17%
SMH
1242
Sanders Morris Harris
Texas
$946K +$502K +5,500 +116%
EPA
1243
Element Pointe Advisors
Florida
$943K +$13.7K +150 +1%
HKIMG
1244
Hutchens & Kramer Investment Management Group
Indiana
$942K -$35.8K -393 -4%
MA
1245
Mezzasalma Advisors
New Jersey
$941K -$7.15M -78,371 -88%
NWM
1246
Northcape Wealth Management
New York
$936K -$45K -493 -5%
SAM
1247
Silvercrest Asset Management
New York
$936K – – –
LRIA
1248
Leonard Rickey Investment Advisors
Washington
$933K +$3.19K +35 +0.3%
SG
1249
StoneX Group
New York
$931K -$81.6K -895 -8%
SFG
1250
Stonebridge Financial Group
California
$930K +$920K +10,085 New
48 49
50
51 52