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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
1276
Empirical Asset Management
Massachusetts
$989K +$210K +2,218 +8%
PP
1277
PDS Planning
Ohio
$985K -$34K -358 -4%
FAT
1278
First American Trust
California
$982K +$933K +9,834 New
BWP
1279
Balboa Wealth Partners
Arizona
$982K -$2.94K -31 -0.3%
NP
1280
Nilsine Partners
Colorado
$977K +$29.4K +310 +3%
LCGC
1281
Legacy Capital Group California
California
$977K +$24.4K +257 +3%
FBT
1282
First Bank & Trust
South Dakota
$977K +$668K +7,044 +258%
OCA
1283
OpenArc Corporate Advisory
Georgia
$976K +$927K +9,772 New
CNTOF
1284
Canandaigua National Trust of Florida
New York
$976K +$2.18K +23 +0.2%
FFM
1285
Fullerton Fund Management
Singapore
$969K +$920K +9,701 New
VWM
1286
Vigilare Wealth Management
Arizona
$969K -$135K -1,426 -13%
HIM
1287
Hillsdale Investment Management
Ontario, Canada
$967K – – –
DM
1288
Diversified Management
Wisconsin
$953K +$905K +9,537 New
KPWS
1289
Kestra Private Wealth Services
Texas
$950K -$949 -10 -0.1%
AFC
1290
Avise Financial Cooperative
California
$950K +$902K +9,506 New
JMFC
1291
J.M. Forbes & Co
Massachusetts
$949K -$171K -1,800 -16%
TS
1292
Triglav Skladi
Slovenia
$949K -$522K -5,500 -37%
CA
1293
Crumly & Associates
Illinois
$948K +$17.9K +189 +2%
MGI
1294
Miller Global Investments
Texas
$947K +$899K +9,474 New
HAM
1295
Hedges Asset Management
Nevada
$939K – – –
HWM
1296
Hohimer Wealth Management
Washington
$939K +$13.8K +145 +2%
KHCM
1297
Kirtland Hills Capital Management
Ohio
$936K -$2.28K -24 -0.3%
HA
1298
Herold Advisors
New York
$934K -$664 -7 -0.1%
NG
1299
Novem Group
New York
$932K -$54.6K -576 -6%
OPF
1300
Old Peak Finance
North Carolina
$927K +$880K +9,277 New
50 51
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