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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
1726
Schrum Private Wealth Management
Florida
$200K +$201K +2,556 New
RTC
1727
Riverview Trust Company
Washington
$200K -$2.12K -27 -1%
EWP
1728
Elevation Wealth Partners
California
$198K +$628 +8 +0.3%
WTFG
1729
Wood Tarver Financial Group
Idaho
$198K +$314 +4 +0.2%
ADL
1730
Asset Dedication LLC
California
$195K +$6.99K +89 +4%
SWA
1731
SOA Wealth Advisors
New York
$195K -$66.6K -848 -25%
CFD
1732
Creative Financial Designs
Indiana
$195K +$4.24K +54 +2%
CH
1733
Cromwell Holdings
Wyoming
$193K – – –
ZBNA
1734
Zions Bancorporation, National Association
Utah
$189K +$189K +2,412 New
EB
1735
Eastern Bank
Massachusetts
$188K +$6.99K +89 +4%
GBT
1736
Grove Bank & Trust
Florida
$187K +$3.61K +46 +2%
AAP
1737
Arax Advisory Partners
Colorado
$180K +$4.16K +53 +2%
HB
1738
Horizon Bancorp
Indiana
$180K -$16.3K -208 -8%
LI
1739
LRI Investments
Florida
$179K +$1.41K +18 +0.8%
B
1740
Birchbrook
Maine
$177K -$12.9K -165 -7%
BTD
1741
BankPlus Trust Department
Mississippi
$177K +$2.04K +26 +1%
OC
1742
Oakworth Capital
Alabama
$177K – – –
MSWM
1743
Mowery & Schoenfeld Wealth Management
Illinois
$176K +$137K +1,745 +343%
UIA
1744
Ulland Investment Advisors
Minnesota
$176K +$11.4K +145 +7%
MWA
1745
Medallion Wealth Advisors
Connecticut
$170K +$72.1K +919 +73%
SS
1746
SBI Securities
Japan
$169K -$7.3K -93 -4%
UOTTAIMCU
1747
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$169K +$169K +2,156 New
CCG
1748
Ceeto Capital Group
Florida
$166K – – –
CWP
1749
Concord Wealth Partners
Virginia
$158K +$6.12K +78 +4%
TFIPS
1750
Towarzystwo Funduszy Inwestycyjnych PZU SA
$157K +$29K +370 +23%
68 69
70
71 72