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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
1376
Simon Quick Advisors
New Jersey
$156K +$113K +1,282 +224%
SC
1377
SouthState Corp
Florida
$156K +$115K +1,307 +239%
DMBA
1378
Deseret Mutual Benefit Administrators
Utah
$155K -$21.8K -248 -12%
HFM
1379
Hartford Financial Management
Connecticut
$152K – – –
LS
1380
Leelyn Smith
Illinois
$152K +$10.6K +121 +7%
HBT
1381
Hills Bank & Trust
Iowa
$150K -$6.42K -73 -4%
OIA
1382
Optimum Investment Advisors
Illinois
$149K – – –
GRP
1383
Global Retirement Partners
California
$149K +$206K +2,338 New
EWA
1384
EverSource Wealth Advisors
Alabama
$142K +$44.5K +506 +43%
BEI
1385
Benjamin Edwards Inc
Missouri
$136K -$6.51K -74 -4%
CWP
1386
Concord Wealth Partners
Virginia
$135K -$7.48K -85 -5%
VRM
1387
Vectors Research Management
New York
$131K -$45.3K -515 -25%
FPB
1388
First PREMIER Bank
South Dakota
$131K +$1.06K +12 +0.8%
MGIM
1389
M&G Investment Management
United Kingdom
$129K +$9.32M +105,966 +7%
CFD
1390
Creative Financial Designs
Indiana
$127K +$88 +1 +0.1%
GFPC
1391
Global Financial Private Client
Florida
$127K +$66.2K +753 +98%
CC
1392
Corsicana & Co
Texas
$126K – – –
LWCFA
1393
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$123K -$41.3K -470 -24%
PFGIA
1394
Patriot Financial Group Insurance Agency
Massachusetts
$120K -$169K -1,925 -57%
CHC
1395
City Holding Co
West Virginia
$120K -$4.4K -50 -3%
LF
1396
Lee Financial
Texas
$120K – – –
T
1397
TCWP
Ohio
$117K +$122K +1,391 New
MMG
1398
Monetary Management Group
Missouri
$114K – – –
DAC
1399
Dividend Assets Capital
South Carolina
$113K +$33.6K +382 +40%
FAG
1400
Fortitude Advisory Group
Washington
$112K – – –
54 55
56
57 58