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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
1626
Gratus Wealth Advisors
Virginia
$201K +$182K +2,761 New
VT
1627
Vise Technologies
New York
$201K -$9.35K -142 -5%
QC
1628
Quent Capital
New York
$200K -$3.75K -57 -2%
BGAI
1629
Bruce G. Allen Investments
Colorado
$194K +$13.2K +200 +8%
MFG
1630
Mendota Financial Group
Wisconsin
$193K -$41.8K -635 -19%
LFG
1631
Larson Financial Group
Missouri
$188K +$40.8K +619 +31%
RS
1632
Rakuten Securities
Japan
$187K +$7.77K +118 +5%
RTC
1633
Riverview Trust Company
Washington
$185K +$168K +2,555 New
HIA
1634
Harbor Investment Advisory
Maryland
$184K +$87.7K +1,331 +18%
MAM
1635
Magellan Asset Management
Australia
$182K -$21.7K -330 -12%
PAM
1636
Paradigm Asset Management
New York
$177K -$56K -850 -26%
RP
1637
Rowlandmiller & Partners
Georgia
$173K -$6.59K -100 -4%
ADL
1638
Asset Dedication LLC
California
$172K +$77.9K +1,183 +99%
JEST
1639
JTC Employer Solutions Trustee
Jersey
$170K – – –
EMFAT
1640
Emerald Mutual Fund Advisers Trust
Pennsylvania
$169K -$49.3K -748 -24%
GBT
1641
Grove Bank & Trust
Florida
$167K -$15.8K -240 -9%
JWM
1642
Janiczek Wealth Management
Colorado
$162K +$659 +10 +0.4%
BIA
1643
Bell Investment Advisors
California
$162K +$1.12K +17 +0.8%
CSB
1644
City State Bank
Iowa
$160K – – –
A
1645
AlphaQuest
New York
$153K +$139K +2,110 New
HCM
1646
Hollencrest Capital Management
California
$149K -$159K -2,419 -54%
DWS
1647
Dynamic Wealth Strategies
California
$146K -$3.56K -54 -3%
PK
1648
Pflug Koory
Nebraska
$141K +$1.78K +27 +1%
JSAM
1649
J. Safra Asset Management
New York
$139K -$3.03K -46 -2%
HWA
1650
Heritage Wealth Advisors
Virginia
$139K -$7.9K -120 -6%
64 65
66
67 68