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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1351
IHT Wealth Management
Illinois
$759K +$82.7K +843 +12%
FT
1352
Fiduciary Trust
Massachusetts
$758K +$141K +1,438 +22%
SWM
1353
SeaCrest Wealth Management
New York
$758K -$57.8K -589 -7%
FCH
1354
Freestone Capital Holdings
Washington
$756K -$39.6K -404 -5%
MSS
1355
Mitchell Sinkler & Starr
Pennsylvania
$756K – – –
KSB
1356
Kennebec Savings Bank
Maine
$755K – – –
BCM
1357
Boltwood Capital Management
California
$755K +$25.1K +256 +3%
FC
1358
Farringdon Capital
United Kingdom
$754K +$406K +4,141 +107%
TC
1359
TownSquare Capital
Utah
$754K +$66.4K +677 +9%
MPWT
1360
MassMutual Private Wealth & Trust
Connecticut
$754K -$25K -255 -3%
SMC
1361
Smith, Moore & Co
Missouri
$753K -$392K -4,002 -33%
OFS
1362
OneAscent Financial Services
Alabama
$753K +$379K +3,862 +93%
NWAG
1363
Net Worth Advisory Group
Utah
$751K -$18.5K -189 -2%
SOS
1364
Silver Oak Securities
Tennessee
$750K +$7.06K +72 +0.9%
OIS
1365
Okabena Investment Services
Minnesota
$748K -$1.49M -15,152 -66%
CMTU
1366
Capital Markets Trading (UK)
United Kingdom
$748K +$529K +5,391 +210%
BI
1367
Bramshill Investments
Florida
$747K +$780K +7,953 New
IFG
1368
Independent Financial Group
California
$747K +$24.2K +247 +3%
OCM
1369
Orser Capital Management
Texas
$746K +$129K +1,315 +20%
IFPG
1370
Intrepid Financial Planning Group
Indiana
$745K +$208K +2,125 +37%
FFS
1371
Founders Financial Securities
Maryland
$738K -$98 -1 -0%
SIA
1372
SkyView Investment Advisors
New Jersey
$737K -$40.2K -410 -5%
VAM
1373
Verity Asset Management
North Carolina
$735K -$17.6K -179 -2%
BFA
1374
Bragg Financial Advisors
North Carolina
$734K -$2.94K -30 -0.4%
HBT
1375
Heartland Bank & Trust
Illinois
$734K +$28.8K +294 +4%
53 54
55
56 57