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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FOA
1326
Five Oceans Advisors
California
$203K +$196K +2,820 New
SG
1327
StoneX Group
New York
$202K -$252K -3,632 -56%
OPA
1328
Old Port Advisors
Maine
$202K +$184K +2,655 New
FA
1329
Fagan Associates
New York
$202K +$195K +2,813 New
HIP
1330
HUB Investment Partners
Texas
$201K +$194K +2,801 New
GWS
1331
Glassman Wealth Services
Virginia
$194K +$4.37K +63 +2%
EW
1332
Evoke Wealth
California
$193K +$5K +72 +3%
HFM
1333
Harvest Fund Management
China
$182K +$3.96K +57 +2%
CSS
1334
Cubist Systematic Strategies
Connecticut
$173K -$1.14M -16,441 -87%
BA
1335
Bellwether Advisors
Nebraska
$165K – – –
SGA
1336
Seaport Global Advisors
Massachusetts
$165K – – –
T
1337
TOBAM
France
$163K – – –
SC
1338
SouthState Corp
Florida
$159K +$13.7K +198 +10%
TFP
1339
Tilia Fiduciary Partners
North Carolina
$153K -$2.36K -34 -2%
PB
1340
Pinnacle Bancorp
Nebraska
$153K – – –
TF
1341
TimeScale Financial
Massachusetts
$148K +$417 +6 +0.3%
MS
1342
Mizuho Securities
Japan
$139K +$135K +1,940 New
PK
1343
Pflug Koory
Nebraska
$138K -$70.2K -1,011 -34%
CP
1344
Castleview Partners
Texas
$138K +$84.8K +1,222 +175%
DMBA
1345
Deseret Mutual Benefit Administrators
Utah
$137K -$16K -231 -11%
ECG
1346
Edge Capital Group
Georgia
$134K -$14.1K -203 -10%
HIA
1347
Harbor Investment Advisory
Maryland
$131K -$6.8K -98 -5%
HFM
1348
Hartford Financial Management
Connecticut
$129K – – –
LS
1349
Livforsakringsbolaget Skandia
Sweden
$127K -$500K -7,200 -80%
OIA
1350
Optimum Investment Advisors
Illinois
$127K – – –
52 53
54
55 56