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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
ET
1276
Equitable Trust
Tennessee
$300K -$11.1K -151 -3%
MGWM
1277
Marks Group Wealth Management
Minnesota
$299K +$1.83K +25 +0.4%
PCP
1278
Proficio Capital Partners
Massachusetts
$299K -$61.8K -844 -13%
CB
1279
CNB Bank
Pennsylvania
$298K -$952 -13 -0.2%
JIC
1280
Joel Isaacson & Co
New York
$297K +$13.8K +189 +3%
RCM
1281
RNC Capital Management
California
$296K +$9.37K +128 +2%
CAM
1282
Columbia Asset Management
Michigan
$296K +$413K +5,645 New
WF
1283
Welch & Forbes
Massachusetts
$295K +$12.8K +175 +3%
RWP
1284
Ridgecrest Wealth Partners
California
$294K +$7.32K +100 +2%
KCM
1285
KRS Capital Management
Michigan
$294K +$205K +2,804 +100%
JAG
1286
Journey Advisory Group
Kentucky
$294K +$31.5K +430 +8%
CIA
1287
Capital Investment Advisors
Georgia
$293K +$83K +1,134 +25%
ECG
1288
Edge Capital Group
Georgia
$291K +$125K +1,708 +44%
SOS
1289
Silver Oak Securities
Tennessee
$290K +$405K +5,534 New
LA
1290
LVW Advisors
New York
$290K -$84.3K -1,151 -17%
PP
1291
Patten & Patten
Tennessee
$289K +$404K +5,520 New
VWA
1292
V Wealth Advisors
Kansas
$289K +$94.8K +1,294 +31%
TPW
1293
Transatlantique Private Wealth
New York
$288K -$72.8K -994 -15%
CWM
1294
Centurion Wealth Management
Virginia
$287K -$5.57K -76 -1%
BL
1295
Balentine LLC
Georgia
$287K -$313K -4,277 -44%
FMII
1296
Farmers & Merchants Investments Inc
Nebraska
$286K +$327K +4,461 +444%
AA
1297
Addison Advisors
Vermont
$286K -$2.56K -35 -0.6%
AWM
1298
Aberdeen Wealth Management
Illinois
$283K +$73 +1 +0%
SYBT
1299
Stock Yards Bank & Trust
Kentucky
$283K -$28.3K -386 -7%
CHAM
1300
Clear Harbor Asset Management
Connecticut
$283K +$395K +5,400 New
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