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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
1451
DT Investment Partners
Pennsylvania
$101K – – –
GFL
1452
Granite FO LLC
New Hampshire
$101K +$94.7K +1,220 New
AWM
1453
Accurate Wealth Management
Florida
$100K +$91K +1,173 New
OC
1454
Oakworth Capital
Alabama
$99.9K – – –
DMBA
1455
Deseret Mutual Benefit Administrators
Utah
$95.7K -$59.1K -761 -40%
CG
1456
Cutler Group
California
$92K -$334K -4,303 -79%
DI
1457
Disciplined Investments
Oklahoma
$91.5K +$1.48K +19 +2%
ONST
1458
Old North State Trust
North Carolina
$91K – – –
SWA
1459
SOA Wealth Advisors
New York
$90.4K +$4.66K +60 +6%
RFA
1460
Resurgent Financial Advisors
Georgia
$89.3K +$83.2K +1,072 New
GFPC
1461
Global Financial Private Client
Florida
$89.2K – – –
BWM
1462
Baystate Wealth Management
Massachusetts
$89K -$13.9K -179 -14%
BIA
1463
Bell Investment Advisors
California
$88.4K +$7.45K +96 +10%
FMII
1464
Farmers & Merchants Investments Inc
Nebraska
$83.7K +$1.55K +20 +2%
WPA
1465
West Paces Advisors
Georgia
$83.6K -$19.7K -254 -20%
FMB
1466
Field & Main Bank
Kentucky
$83.3K – – –
FA
1467
Fortis Advisors
Pennsylvania
$83.3K – – –
AFIA
1468
America First Investment Advisors
Nebraska
$83K – – –
KHC
1469
Koesten Hirschmann & Crabtree
Kansas
$81.3K +$75.8K +977 New
MRCM
1470
M&R Capital Management
New Jersey
$81.3K +$155 +2 +0.2%
CHC
1471
City Holding Co
West Virginia
$81.2K – – –
CA
1472
CoreCap Advisors
Michigan
$79.3K +$73.9K +952 New
EWM
1473
Endurance Wealth Management
Rhode Island
$79K – – –
TFM
1474
TFC Financial Management
Massachusetts
$77.6K +$70.9K +913 +4,805%
HCM
1475
Hollencrest Capital Management
California
$72.8K +$67.8K +874 New
57 58
59
60 61