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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
ORAM
1576
One River Asset Management
Connecticut
$198K +$202K +3,081 New
QL
1577
Quarry LP
New York
$196K +$88.5K +1,348 +81%
BGAI
1578
Bruce G. Allen Investments
Colorado
$195K +$16K +244 +9%
QC
1579
Quent Capital
New York
$194K +$8.47K +129 +4%
FHA
1580
First Horizon Advisors
Tennessee
$192K -$50.8K -773 -21%
MAM
1581
Magellan Asset Management
Australia
$189K -$14.4K -219 -7%
CWC
1582
Carolinas Wealth Consulting
North Carolina
$189K +$657 +10 +0.3%
KSWA
1583
Kathleen S. Wright Associates
Pennsylvania
$188K +$6.83K +104 +4%
CCA
1584
Catalyst Capital Advisors
New York
$188K +$191K +2,904 New
HWA
1585
HHM Wealth Advisors
Tennessee
$187K -$985 -15 -0.5%
CCG
1586
Ceeto Capital Group
Florida
$186K +$189K +2,875 New
SA
1587
SRH Advisors
Kansas
$185K – – –
LI
1588
LRI Investments
Florida
$182K +$13.3K +203 +10%
FMP
1589
Financial Management Professionals
Texas
$177K -$28.5K -434 -14%
PB
1590
Pinnacle Bancorp
Nebraska
$177K -$14.2K -216 -7%
NPP
1591
New Potomac Partners
Maryland
$175K +$177K +2,700 New
RTC
1592
Riverview Trust Company
Washington
$167K +$1.77K +27 +1%
DMBA
1593
Deseret Mutual Benefit Administrators
Utah
$167K -$4.34K -66 -3%
B
1594
Birchbrook
Maine
$161K -$72.5K -1,104 -31%
CH
1595
Cromwell Holdings
Wyoming
$160K -$149K -2,269 -48%
CFD
1596
Creative Financial Designs
Indiana
$158K -$1.31K -20 -0.8%
HB
1597
Horizon Bancorp
Indiana
$157K +$51.9K +790 +49%
ADL
1598
Asset Dedication LLC
California
$155K +$394 +6 +0.3%
JEST
1599
JTC Employer Solutions Trustee
Jersey
$152K – – –
OC
1600
Oakworth Capital
Alabama
$146K -$7.82K -119 -5%
62 63
64
65 66