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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
ADIM
1351
Alpha DNA Investment Management
Maryland
$206K -$2.12M -24,142 -91%
SM
1352
Sciencast Management
New Jersey
$205K -$518K -5,892 -70%
MW
1353
Marcum Wealth
Ohio
$205K -$9.06K -103 -4%
AC
1354
Annandale Capital
Texas
$205K – – –
BA
1355
Bridgewater Advisors
New York
$205K +$214K +2,431 New
CCFM
1356
Clear Creek Financial Management
Washington
$205K +$214K +2,431 New
IWM
1357
IHT Wealth Management
Illinois
$204K -$11.6K -132 -5%
DIM
1358
Delta Investment Management
California
$203K -$58.6K -666 -22%
LC
1359
Lindbrook Capital
California
$203K -$616 -7 -0.3%
BO
1360
BRR OpCo
Ohio
$203K +$211K +2,402 New
BCM
1361
Brookstone Capital Management
Illinois
$202K -$433K -4,921 -67%
MWM
1362
Mission Wealth Management
California
$202K -$88 -1 -0%
MFA
1363
Morling Financial Advisors
California
$202K – – –
KWM
1364
Kolinsky Wealth Management
New Jersey
$201K -$20.6K -234 -9%
PA
1365
Procyon Advisors
Connecticut
$201K +$209K +2,379 New
CNC
1366
Citizens & Northern Corp
Pennsylvania
$200K -$21.8K -248 -9%
PP
1367
Paloma Partners
Connecticut
$194K -$6.68M -75,900 -97%
BA
1368
Bellwether Advisors
Nebraska
$194K -$479K -5,451 -70%
FMP
1369
Financial Management Professionals
Texas
$189K +$22.8K +259 +13%
GWS
1370
Glassman Wealth Services
Virginia
$187K +$24.5K +279 +14%
SLWA
1371
San Luis Wealth Advisors
California
$183K +$191K +2,177 New
TFP
1372
Tilia Fiduciary Partners
North Carolina
$182K -$88 -1 -0%
PB
1373
Pinnacle Bancorp
Nebraska
$180K -$42.4K -482 -18%
AWA
1374
Aaron Wealth Advisors
Illinois
$180K +$188K +2,134 New
HIA
1375
Harbor Investment Advisory
Maryland
$176K – – –
53 54
55
56 57