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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1676
Northwest Capital Management
Oregon
$99.5K +$329 +5 +0.4%
TC
1677
Truvestments Capital
Florida
$98.3K -$9.09K -138 -9%
OC
1678
Oakworth Capital
Alabama
$97.2K – – –
AWM
1679
Atticus Wealth Management
Florida
$97K – – –
TFIPS
1680
Towarzystwo Funduszy Inwestycyjnych PZU SA
$96.2K +$29.6K +450 +51%
RG
1681
Retirement Group
California
$94.6K -$1.32K -20 -2%
RAM
1682
Ramirez Asset Management
New York
$94K – – –
WAS
1683
Wesleyan Assurance Society
United Kingdom
$90K – – –
DIP
1684
DT Investment Partners
Pennsylvania
$87.7K – – –
MAWCM
1685
Mine & Arao Wealth Creation & Management
California
$85.6K – – –
WT
1686
Washington Trust
Rhode Island
$83.1K +$40.5K +615 +115%
TFA
1687
Toth Financial Advisory
Virginia
$79.6K +$7.11K +108 +11%
MMG
1688
Monetary Management Group
Missouri
$79.6K – – –
SAG
1689
Spotlight Asset Group
Illinois
$78.2K -$37.4K -568 -34%
TFM
1690
TFC Financial Management
Massachusetts
$78.1K -$20.9K -318 -23%
NCTC
1691
New Covenant Trust Company
Indiana
$77.9K +$70.9K +1,077 New
ITIM
1692
Indiana Trust & Investment Management
Indiana
$77.2K +$43.9K +667 +167%
PP
1693
Pacifica Partners
Canada
$75.9K – – –
FFWM
1694
Future Financial Wealth Management
Ohio
$72.3K +$65.9K +1,000 New
MAM
1695
MMA Asset Management
Pennsylvania
$72.3K +$65.9K +1,000 New
ZB
1696
Zions Bancorporation
Utah
$71.1K -$3.03K -46 -4%
WPA
1697
West Paces Advisors
Georgia
$69.6K -$3.23K -49 -5%
VWWMG
1698
Vermillion & White Wealth Management Group
Pennsylvania
$67K – – –
WR
1699
WD Rutherford
Oregon
$66.9K +$60.9K +925 New
HFM
1700
Harvest Fund Management
China
$66K -$142K -2,156 -70%
66 67
68
69 70