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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1651
LCM Capital Management
Illinois
$333K – – –
CCM
1652
Canal Capital Management
Virginia
$333K +$22.4K +236 +7%
CIC
1653
Chilton Investment Company
Connecticut
$333K – – –
PF
1654
Prosperitas Financial
California
$331K -$6.83K -72 -2%
NCM
1655
Noesis Capital Mangement
Florida
$330K +$15.7K +165 +5%
NSB
1656
Norway Savings Bank
Maine
$330K -$6.17K -65 -2%
PWS
1657
Peterson Wealth Services
Utah
$330K -$149K -1,567 -47%
RFN
1658
RDA Financial Network
Iowa
$329K +$48.7K +513 +18%
SB
1659
Strategic Blueprint
Georgia
$328K +$7.5K +79 +2%
EWA
1660
Exencial Wealth Advisors
Oklahoma
$327K +$26.2K +276 +9%
WF
1661
Wayfinding Financial
Washington
$327K – – –
FCMA
1662
Foresight Capital Management Advisors
Michigan
$326K +$324K +3,417 New
RDWM
1663
Red Door Wealth Management
Tennessee
$326K +$29.5K +311 +10%
QC
1664
Quent Capital
New York
$325K -$4.46K -47 -1%
OCBCO
1665
Oversea-Chinese Banking Corp (OCBC)
Singapore
$325K +$323K +3,400 New
CPA
1666
Capital Performance Advisors
California
$322K +$320K +3,374 New
HB
1667
Horizon Bancorp
Indiana
$321K +$43.9K +462 +16%
CFA
1668
CWS Financial Advisors
Michigan
$321K +$759 +8 +0.2%
SFC
1669
SYM Financial Corp
Indiana
$320K +$5.13K +54 +2%
PFS
1670
Physicians Financial Services
North Carolina
$320K – – –
EA
1671
Everpar Advisors
Oklahoma
$319K +$7.12K +75 +2%
SNPAM
1672
St. Nicholas Private Asset Management
Florida
$318K – – –
PIA
1673
Perennial Investment Advisors
California
$317K -$35.2K -371 -10%
MWM
1674
Marion Wealth Management
Pennsylvania
$317K +$10.2K +107 +3%
MSWA
1675
Marshall & Sterling Wealth Advisors
New York
$317K -$22.2K -234 -7%
65 66
67
68 69