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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
1601
Grove Bank & Trust
Florida
$141K -$6.24K -95 -4%
UIA
1602
Ulland Investment Advisors
Minnesota
$141K -$326K -4,967 -70%
HNB
1603
Hilltop National Bank
Wyoming
$133K -$3.15K -48 -2%
CWP
1604
Concord Wealth Partners
Virginia
$129K +$67.7K +1,031 +107%
PK
1605
Pflug Koory
Nebraska
$127K +$128K +1,954 New
ECM
1606
Estabrook Capital Management
New York
$123K – – –
HIA
1607
Harbor Investment Advisory
Maryland
$121K -$48.5K -738 -8%
MFG
1608
Mendota Financial Group
Wisconsin
$119K +$2.63K +40 +2%
FMII
1609
Farmers & Merchants Investments Inc
Nebraska
$117K – – –
HFM
1610
Hartford Financial Management
Connecticut
$117K – – –
PFPT
1611
Pinnacle Financial Partners (Tennessee)
Tennessee
$116K – – –
AIM
1612
Acropolis Investment Management
Missouri
$115K -$131 -2 -0.1%
SWS
1613
SYSTM Wealth Solutions
Illinois
$113K -$5.57M -84,838 -98%
MCM
1614
Manchester Capital Management
Vermont
$112K +$6.37K +97 +6%
SOW
1615
State of Wyoming
Wyoming
$111K +$13.2K +201 +13%
CSB
1616
City State Bank
Iowa
$111K – – –
EB
1617
Eastern Bank
Massachusetts
$109K +$111K +1,689 New
WOSD
1618
WFA of San Diego
California
$104K – – –
DAM
1619
Delta Asset Management
Tennessee
$103K – – –
DCM
1620
Disciplina Capital Management
Tennessee
$103K -$17.1K -260 -14%
TCOV
1621
Trust Company of Vermont
Vermont
$102K +$4.79K +73 +5%
CAS
1622
Coppell Advisory Solutions
Texas
$102K -$20.6K -314 -17%
AWM
1623
AllSquare Wealth Management
New York
$101K – – –
MME
1624
Meag Munich Ergo
Germany
$101K – – –
DIP
1625
DT Investment Partners
Pennsylvania
$100K +$19.6K +299 +24%
63 64
65
66 67