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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
1351
Rock Creek Group
District of Columbia
$123K +$40.2K +579 +51%
HBT
1352
Hills Bank & Trust
Iowa
$120K – – –
BEI
1353
Benjamin Edwards Inc
Missouri
$120K +$2.78K +40 +2%
IWA
1354
Icon Wealth Advisors
Texas
$118K +$114K +1,640 New
WPWM
1355
Western Pacific Wealth Management
Illinois
$118K +$115K +1,654 New
BC
1356
Barrett & Company
Rhode Island
$116K +$96.4K +1,388 New
TWM
1357
Tradition Wealth Management
Minnesota
$110K +$106K +1,528 New
CFD
1358
Creative Financial Designs
Indiana
$109K +$69 +1 +0.1%
CC
1359
Corsicana & Co
Texas
$108K – – –
LF
1360
Lee Financial
Texas
$105K -$208 -3 -0.2%
MPWT
1361
MassMutual Private Wealth & Trust
Connecticut
$105K +$35.4K +510 +54%
MMG
1362
Monetary Management Group
Missouri
$97K – – –
DAC
1363
Dividend Assets Capital
South Carolina
$96K – – –
FF
1364
FourThought Financial
Florida
$91K +$71K +1,022 +414%
WPA
1365
West Paces Advisors
Georgia
$90.4K -$833 -12 -0.9%
BWM
1366
Baystate Wealth Management
Massachusetts
$90K +$278 +4 +0.3%
OC
1367
Oakworth Capital
Alabama
$87K – – –
DIP
1368
DT Investment Partners
Pennsylvania
$87K +$84.2K +1,213 New
AIM
1369
Axiom Investment Management
New York
$85K +$82.4K +1,187 New
QC
1370
Quent Capital
New York
$84K +$8.82K +127 +12%
HFS
1371
Hantz Financial Services
Michigan
$82K – – –
GFPC
1372
Global Financial Private Client
Florida
$78.4K +$21.2K +305 +40%
DI
1373
Disciplined Investments
Oklahoma
$78K +$3.12K +45 +4%
ONST
1374
Old North State Trust
North Carolina
$78K +$75.8K +1,092 New
LSA
1375
Leonteq Securities AG
Switzerland
$74.7K -$532K -7,659 -88%
53 54
55
56 57