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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BOM
1326
Bank of Marin
California
$415K +$70.5K +1,071 +23%
SWA
1327
Stratos Wealth Advisors
Ohio
$414K +$81.4K +1,236 +28%
AWAP
1328
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$414K -$8.56K -130 -2%
CHAM
1329
Clear Harbor Asset Management
Connecticut
$413K – – –
MPM
1330
MBB Public Markets
Illinois
$410K +$374K +5,673 New
RVPG
1331
Relative Value Partners Group
$410K +$16.9K +256 +4%
ET
1332
Equitable Trust
Tennessee
$406K +$99.2K +1,506 +37%
MGWM
1333
Marks Group Wealth Management
Minnesota
$403K +$17.5K +265 +5%
CCIA
1334
Campbell & Co Investment Adviser
Maryland
$403K +$367K +5,566 New
KWAG
1335
Kiely Wealth Advisory Group
North Carolina
$402K – – –
AA
1336
Addison Advisors
Vermont
$399K -$1.98K -30 -0.5%
QPWM
1337
Quadrant Private Wealth Management
Pennsylvania
$397K -$58.8K -893 -14%
YC
1338
Yarbrough Capital
Tennessee
$395K +$359K +5,454 New
MHR
1339
Matthew Hamilton Rosenberg
$393K -$16.8K -255 -4%
CFG
1340
Cooper Financial Group
California
$392K -$66.1K -1,003 -16%
FIM
1341
Freedom Investment Management
Connecticut
$389K -$7.05K -107 -2%
SIMG
1342
Sonora Investment Management Group
Arizona
$389K -$6.92K -105 -2%
KWM
1343
Keating Wealth Management
Colorado
$388K – – –
DWA
1344
Douglass Winthrop Advisors
New York
$388K +$354K +5,370 New
LPAM
1345
Lodestar Private Asset Management
California
$388K +$2.24K +34 +0.6%
CA
1346
Claro Advisors
Massachusetts
$387K +$352K +5,345 New
CB
1347
CNB Bank
Pennsylvania
$386K -$20K -303 -5%
AWM
1348
Aberdeen Wealth Management
Illinois
$385K -$9.75K -148 -3%
BHBT
1349
Burke & Herbert Bank & Trust
Virginia
$383K – – –
PF
1350
Phoenix Financial
Israel
$383K -$521K -7,909 -60%
52 53
54
55 56