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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1626
Exencial Wealth Advisors
Oklahoma
$249K -$32.6K -416 -12%
FFC
1627
First Financial Corp
Indiana
$248K -$805K -10,259 -76%
CA
1628
Cornerstone Advisory
Maryland
$248K +$78 +1 +0%
BWA
1629
Blodgett Wealth Advisors
California
$248K – – –
WPP
1630
Whalerock Point Partners
Rhode Island
$248K – – –
BBNA
1631
Bremer Bank National Association
Minnesota
$247K +$18.8K +239 +8%
RWA
1632
Redhawk Wealth Advisors
Minnesota
$247K +$392 +5 +0.2%
PL
1633
Plancorp LLC
Missouri
$247K +$20.2K +257 +9%
ACIM
1634
Azimuth Capital Investment Management
Michigan
$247K -$36.9K -470 -13%
WCF
1635
West Coast Financial
California
$247K +$7.85K +100 +3%
FIB
1636
First Interstate Bank
Montana
$245K -$144K -1,841 -37%
SGCA
1637
Steel Grove Capital Advisors
Tennessee
$244K -$293K -3,730 -54%
OWP
1638
Obermeyer Wealth Partners
Colorado
$244K -$157K -1,998 -39%
BDFN
1639
Bond & Devick Financial Network
Minnesota
$243K +$244K +3,108 New
RDWM
1640
Red Door Wealth Management
Tennessee
$243K +$2.35K +30 +1%
SFG
1641
SNS Financial Group
Minnesota
$243K +$4.47K +57 +2%
TTWM
1642
TCV Trust & Wealth Management
Virginia
$241K – – –
HWP
1643
Highline Wealth Partners
California
$241K +$4.24K +54 +2%
PB
1644
Pinnacle Bancorp
Nebraska
$241K – – –
FFO
1645
Fiduciary Family Office
Florida
$241K +$241K +3,075 New
MFA
1646
Morling Financial Advisors
California
$240K +$241K +3,070 New
SWRP
1647
Summit Wealth & Retirement Planning
California
$240K +$240K +3,061 New
FHA
1648
Flagship Harbor Advisors
Massachusetts
$239K +$5.49K +70 +2%
PA
1649
PFG Advisors
Arizona
$238K +$5.49K +70 +2%
QT
1650
Quantbot Technologies
New York
$238K -$13.5M -172,128 -98%
64 65
66
67 68