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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1726
Aster Capital Management
United Arab Emirates
$119K +$81.9K +1,094 +214%
DAM
1727
Delta Asset Management
Tennessee
$118K – – –
DCM
1728
Disciplina Capital Management
Tennessee
$117K – – –
PFPT
1729
Pinnacle Financial Partners (Tennessee)
Tennessee
$116K – – –
AWM
1730
AllSquare Wealth Management
New York
$115K – – –
VC
1731
Vestor Capital
Illinois
$115K +$8.01K +107 +7%
DIP
1732
DT Investment Partners
Pennsylvania
$114K – – –
VCM
1733
Versant Capital Management
Arizona
$113K +$88.9K +1,188 +345%
CAC
1734
Core Alternative Capital
Georgia
$113K – – –
BC
1735
Barrett & Company
Rhode Island
$112K – – –
SAM
1736
Sherman Asset Management
California
$112K +$113K +1,512 New
MSWA
1737
Marshall & Sterling Wealth Advisors
New York
$110K +$111K +1,486 New
PWMA
1738
Pension & Wealth Management Advisors
Massachusetts
$107K +$4.64K +62 +4%
MCM
1739
MV Capital Management
Maryland
$107K -$898 -12 -0.8%
YP
1740
YANKCOM Partnership
South Dakota
$107K +$108K +1,440 New
CT
1741
Clearstead Trust
Maine
$105K – – –
DCM
1742
Davis Capital Management
Florida
$104K – – –
HWM
1743
Hemington Wealth Management
Virginia
$101K +$8.53K +114 +9%
TC
1744
Truvestments Capital
Florida
$101K +$150 +2 +0.1%
LDB
1745
Lee, Danner & Bass
Tennessee
$101K +$102K +1,360 New
API
1746
Asset Planning Inc
California
$99.4K +$100K +1,342 New
AWM
1747
Atticus Wealth Management
Florida
$98.2K – – –
HWA
1748
Heritage Wealth Advisors
Virginia
$97.2K +$299 +4 +0.3%
PFT
1749
Providence First Trust
Arizona
$96.3K +$97.4K +1,301 New
MWA
1750
Medallion Wealth Advisors
Connecticut
$95.2K +$94.4K +1,261 New
68 69
70
71 72