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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
1351
Balentine LLC
Georgia
$282K +$33.2K +549 +12%
TAM
1352
Trillium Asset Management
Massachusetts
$281K +$309K +5,111 New
RWA
1353
River Wealth Advisors
Pennsylvania
$279K -$4.53K -75 -1%
IFG
1354
Independent Financial Group
California
$279K +$1.21K +20 +0.4%
CCM
1355
Chilton Capital Management
Texas
$278K – – –
BOS
1356
Bank of Stockton
California
$276K +$325K +5,370 New
VCM
1357
Viewpoint Capital Management
Washington
$275K – – –
BOSSRA
1358
B.O.S.S. Retirement Advisors
Utah
$273K +$665 +11 +0.2%
JIC
1359
Joel Isaacson & Co
New York
$272K +$121 +2 +0%
AP
1360
Arlington Partners
Alabama
$271K +$55.2K +914 +23%
AT
1361
Arlington Trust
Alabama
$271K +$299K +4,941 New
KP
1362
Keel Point
Alabama
$271K -$40K -662 -12%
CDH
1363
Charles D. Hyman
$271K -$13.8K -228 -4%
BJL
1364
Brighton Jones LLC
Washington
$271K +$32.8K +542 +12%
FB
1365
Fulton Bank
Pennsylvania
$270K -$16.1K -266 -5%
C
1366
Certuity
Florida
$269K +$296K +4,897 New
PWPS
1367
Pinnacle Wealth Planning Services
Ohio
$269K -$197K -3,260 -40%
EFG
1368
Everhart Financial Group
Ohio
$268K +$295K +4,879 New
PTC
1369
Private Trust Company
Ohio
$267K +$907 +15 +0.3%
EW
1370
Enzi Wealth
Texas
$267K – – –
AC
1371
Allstate Corporation
Illinois
$266K – – –
GG
1372
Golden Green
South Carolina
$266K -$1.63K -27 -0.6%
LAM
1373
L2 Asset Management
Massachusetts
$266K -$253K -4,193 -96%
PWS
1374
Peterson Wealth Services
Utah
$265K +$27.1K +449 +10%
DP
1375
Denver PWM
Colorado
$265K -$1.15K -19 -0.4%
53 54
55
56 57