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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MSS
1351
Mitchell Sinkler & Starr
Pennsylvania
$803K – – –
KSB
1352
Kennebec Savings Bank
Maine
$803K – – –
SPC
1353
Sigma Planning Corp
Michigan
$801K -$302K -3,187 -28%
VAM
1354
Verity Asset Management
North Carolina
$799K -$641K -6,752 -46%
SOS
1355
Silver Oak Securities
Tennessee
$796K +$39.3K +414 +6%
WFI
1356
West Family Investments
California
$793K – – –
QCM
1357
Qsemble Capital Management
New York
$790K +$750K +7,906 New
AI
1358
Accredited Investors
Minnesota
$787K +$42.7K +450 +6%
FMI
1359
Frec Markets Inc
California
$787K +$747K +7,879 New
CAG
1360
Compass Advisory Group
New York
$787K – – –
TA
1361
Tactive Advisors
Florida
$785K +$304K +3,207 +69%
BFA
1362
Bragg Financial Advisors
North Carolina
$784K -$4.36K -46 -0.6%
KWA
1363
Kingswood Wealth Advisors
California
$782K +$51.7K +545 +7%
4WM
1364
44 Wealth Management
Oregon
$781K +$8.44K +89 +1%
KCM
1365
Kathmere Capital Management
Pennsylvania
$779K +$67.1K +707 +10%
PWP
1366
Perfromance Wealth Partners
Illinois
$778K +$739K +7,789 New
LC
1367
LCNB Corp
Ohio
$778K +$17K +179 +2%
BCM
1368
Boltwood Capital Management
California
$777K -$6.64K -70 -0.9%
WCM
1369
Weaver Capital Management
Georgia
$777K -$99.7K -1,051 -12%
HI
1370
Harbour Investments
Wisconsin
$774K +$12.3K +130 +2%
WWM
1371
Western Wealth Management
Colorado
$773K +$4.46K +47 +0.6%
V
1372
ViaWealth
Kansas
$773K -$60.7K -640 -8%
OWA
1373
One Wealth Advisors
California
$772K +$14.6K +154 +2%
CFO
1374
CVA Family Office
Colorado
$772K -$4.36K -46 -0.6%
AIM
1375
Athena Investment Management
California
$770K – – –
53 54
55
56 57