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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TVPW
1526
Third View Private Wealth
Connecticut
$490K +$227K +2,489 +88%
BHBT
1527
Burke & Herbert Bank & Trust
Virginia
$489K – – –
OC
1528
Oakworth Capital
Alabama
$489K – – –
RFP
1529
Root Financial Partners
California
$486K +$36.3K +398 +8%
AA
1530
Addison Advisors
Vermont
$485K -$20K -219 -4%
LNB
1531
Ledyard National Bank
$483K -$89.9K -986 -16%
CB
1532
CNB Bank
Pennsylvania
$482K -$1.09K -12 -0.2%
KP
1533
Keel Point
Alabama
$481K +$3.56K +39 +0.8%
SMC
1534
Smith, Moore & Co
Missouri
$480K -$256K -2,804 -35%
FWA
1535
FSM Wealth Advisors
Ohio
$480K -$14.2K -156 -3%
TWA
1536
Trace Wealth Advisors
California
$480K – – –
IIL
1537
Income Insurance Ltd
$477K – – –
CA
1538
Claro Advisors
Massachusetts
$476K -$9.94K -109 -2%
RI
1539
Ridgewood Investments
New Jersey
$475K – – –
FB
1540
Fulton Bank
Pennsylvania
$475K -$487K -5,340 -51%
ACM
1541
Avalon Capital Management
California
$471K -$182 -2 -0%
KWS
1542
Keystone Wealth Services
California
$470K +$194K +2,122 +71%
VCM
1543
Versant Capital Management
Arizona
$467K -$202K -2,212 -30%
AO
1544
Advisor OS
Illinois
$466K -$25.9K -284 -5%
FMLI
1545
Fukoku Mutual Life Insurance
Japan
$466K -$11.6K -127 -2%
NRC
1546
New Republic Capital
North Carolina
$466K +$87.2K +956 +23%
BP
1547
BBR Partners
New York
$462K -$91 -1 -0%
VCM
1548
Viewpoint Capital Management
Washington
$461K – – –
AA
1549
Advisory Alpha
Michigan
$460K +$94.8K +1,039 +26%
KW
1550
Keyvantage Wealth
Pennsylvania
$460K -$75.3K -826 -14%
60 61
62
63 64