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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1626
SouthState Corp
Florida
$406K -$159K -1,620 -27%
FCMA
1627
Foresight Capital Management Advisors
Michigan
$404K +$26.5K +270 +7%
TAM
1628
Trillium Asset Management
Massachusetts
$403K -$39.2K -400 -9%
OFS
1629
Orrstown Financial Services
Pennsylvania
$402K +$37.8K +385 +10%
BAM
1630
Broyhill Asset Management
North Carolina
$401K -$61.3K -625 -13%
EFH
1631
Eaton Financial Holdings
Florida
$400K -$47.1K -480 -10%
TWM
1632
TRB Wealth Management
Texas
$399K +$417K +4,250 New
FFA
1633
Florida Financial Advisors
Florida
$397K +$24.8K +253 +6%
PBK
1634
Peoples Bank (Kansas)
Kansas
$396K -$6.87K -70 -2%
DO
1635
denkapparat Operations
Germany
$396K +$413K +4,214 New
HWA
1636
HHM Wealth Advisors
Tennessee
$396K +$24.4K +249 +6%
ST
1637
Smithfield Trust
Pennsylvania
$395K +$68.7K +700 +20%
FCM
1638
Fieldview Capital Management
Michigan
$395K +$412K +4,199 New
CT
1639
Chicago Trust
Illinois
$394K +$56.6K +577 +16%
ICP
1640
Impact Capital Partners
Colorado
$393K -$40.6K -414 -9%
CWG
1641
Cornerstone Wealth Group
North Carolina
$392K +$9.71K +99 +2%
TCM
1642
Telos Capital Management
California
$391K -$57.3K -584 -12%
OC
1643
Opinicus Capital
Florida
$388K +$7.06K +72 +2%
IAMOG
1644
Investors Asset Management of Georgia
Georgia
$388K +$294 +3 +0.1%
PWS
1645
Peterson Wealth Services
Utah
$388K +$65.4K +667 +19%
OCG
1646
Opus Capital Group
Ohio
$387K +$9.02K +92 +2%
AWAU
1647
Alliance Wealth Advisors (Utah)
Utah
$386K -$45.7K -466 -10%
SCM
1648
SCS Capital Management
Massachusetts
$385K -$44.2K -451 -10%
ATS
1649
Ashton Thomas Securities
New York
$385K +$21.4K +218 +6%
NRC
1650
New Republic Capital
North Carolina
$384K -$102K -1,041 -20%
64 65
66
67 68