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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1426
Court Place Advisors
Maryland
$322K -$13.2K -200 -4%
AF
1427
Apexium Financial
Texas
$322K -$108K -1,640 -27%
CG
1428
CFO4Life Group
Texas
$321K +$292K +4,432 New
SFP
1429
Sweet Financial Partners
Minnesota
$320K +$9.88K +150 +4%
PTC
1430
Private Trust Company
Ohio
$320K +$3.88K +59 +1%
DFA
1431
Delta Financial Advisors
Louisiana
$320K – – –
LIA
1432
LBMC Investment Advisors
Tennessee
$317K +$289K +4,388 New
VAM
1433
Verity Asset Management
North Carolina
$317K +$4.61K +70 +2%
TF
1434
Tompkins Financial
New York
$315K – – –
BFA
1435
Beaumont Financial Advisors
Massachusetts
$314K +$3.56K +54 +1%
VF
1436
Virtu Financial
New York
$314K -$1.88M -28,567 -87%
SCI
1437
Silver Coast Investments
United States
$314K +$1.51K +23 +0.5%
EL
1438
Envoi LLC
Minnesota
$313K +$285K +4,325 New
BMC
1439
Benin Management Corp
Connecticut
$313K – – –
BFM
1440
Boston Financial Management
Massachusetts
$312K – – –
LNB
1441
Ledyard National Bank
$311K – – –
CA
1442
Calton & Associates
Florida
$310K +$282K +4,289 New
WPWM
1443
Western Pacific Wealth Management
Illinois
$310K +$3.95K +60 +1%
WG
1444
Welch Group
Alabama
$309K +$724 +11 +0.3%
TCA
1445
Transcend Capital Advisors
New Jersey
$308K -$105K -1,590 -27%
WB
1446
WesBanco Bank
West Virginia
$308K +$34K +517 +14%
RCA
1447
Reitz Capital Advisors
Michigan
$307K – – –
OHWP
1448
Oak Harbor Wealth Partners
North Carolina
$306K +$132 +2 +0%
OW
1449
Olistico Wealth
Oklahoma
$304K +$277K +4,207 New
NSB
1450
Norway Savings Bank
Maine
$303K -$3.29K -50 -1%
56 57
58
59 60