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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
1326
North Star Investment Management
Illinois
$132K -$15.9K -196 -11%
FPB
1327
First PREMIER Bank
South Dakota
$129K +$1.21K +15 +1%
CFD
1328
Creative Financial Designs
Indiana
$127K -$44.5K -550 -27%
CC
1329
Corsicana & Co
Texas
$126K – – –
UID
1330
Union Investments & Development
Israel
$126K +$121K +1,500 New
CHC
1331
City Holding Co
West Virginia
$124K – – –
GTAM
1332
Global Trust Asset Management
Florida
$124K +$113K +1,400 +1,972%
FPWM
1333
FSB Premier Wealth Management
Iowa
$121K +$117K +1,445 New
LF
1334
Lee Financial
Texas
$120K – – –
MMG
1335
Monetary Management Group
Missouri
$114K – – –
PCG
1336
Private Capital Group
Connecticut
$114K +$2.43K +30 +2%
FAG
1337
Fortitude Advisory Group
Washington
$112K +$107K +1,324 New
GLLW
1338
Graves Light Lenhart Wealth
Virginia
$110K -$1.29K -16 -1%
RFA
1339
Reilly Financial Advisors
California
$110K +$2.1K +26 +2%
FMB
1340
Field & Main Bank
Kentucky
$106K – – –
WPA
1341
West Paces Advisors
Georgia
$105K +$45.3K +560 +82%
BWM
1342
Baystate Wealth Management
Massachusetts
$104K +$162 +2 +0.2%
OC
1343
Oakworth Capital
Alabama
$101K – – –
EWA
1344
EverSource Wealth Advisors
Alabama
$99K +$95.4K +1,179 New
ONST
1345
Old North State Trust
North Carolina
$92K – – –
C
1346
Covestor
United Kingdom
$89K +$86K +1,063 New
MSE
1347
MUFG Securities EMEA
United Kingdom
$88K -$183K -2,260 -68%
AFIA
1348
America First Investment Advisors
Nebraska
$84K -$33K -408 -29%
FA
1349
Fortis Advisors
Pennsylvania
$84K -$20.2K -250 -20%
NFSG
1350
Newbridge Financial Services Group
Florida
$83K +$3.88K +48 +5%
52 53
54
55 56