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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1426
SteelPeak Wealth
California
$323K -$52.4K -795 -15%
IAMOG
1427
Investors Asset Management of Georgia
Georgia
$322K +$263 +4 +0.1%
CPA
1428
Court Place Advisors
Maryland
$322K -$13.2K -200 -4%
AF
1429
Apexium Financial
Texas
$322K -$108K -1,640 -27%
CG
1430
CFO4Life Group
Texas
$321K +$292K +4,432 New
SFP
1431
Sweet Financial Partners
Minnesota
$320K +$9.88K +150 +4%
PTC
1432
Private Trust Company
Ohio
$320K +$3.88K +59 +1%
DFA
1433
Delta Financial Advisors
Louisiana
$320K – – –
LIA
1434
LBMC Investment Advisors
Tennessee
$317K +$289K +4,388 New
VAM
1435
Verity Asset Management
North Carolina
$317K +$4.61K +70 +2%
TF
1436
Tompkins Financial
New York
$315K – – –
BFA
1437
Beaumont Financial Advisors
Massachusetts
$314K +$3.56K +54 +1%
VF
1438
Virtu Financial
New York
$314K -$1.88M -28,567 -87%
SCI
1439
Silver Coast Investments
United States
$314K +$1.51K +23 +0.5%
EL
1440
Envoi LLC
Minnesota
$313K +$285K +4,325 New
BMC
1441
Benin Management Corp
Connecticut
$313K – – –
BFM
1442
Boston Financial Management
Massachusetts
$312K – – –
LNB
1443
Ledyard National Bank
$311K – – –
CA
1444
Calton & Associates
Florida
$310K +$282K +4,289 New
WPWM
1445
Western Pacific Wealth Management
Illinois
$310K +$3.95K +60 +1%
WG
1446
Welch Group
Alabama
$309K +$724 +11 +0.3%
TCA
1447
Transcend Capital Advisors
New Jersey
$308K -$105K -1,590 -27%
WB
1448
WesBanco Bank
West Virginia
$308K +$34K +517 +14%
RCA
1449
Reitz Capital Advisors
Michigan
$307K – – –
OHWP
1450
Oak Harbor Wealth Partners
North Carolina
$306K +$132 +2 +0%
56 57
58
59 60