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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
OP
1751
ORG Partners
Indiana
$146K -$72.5K -924 -37%
SA
1752
SRH Advisors
Kansas
$145K -$78.5K -1,000 -35%
PWAM
1753
Private Wealth Asset Management
Iowa
$143K +$143K +1,822 New
HIA
1754
Harbor Investment Advisory
Maryland
$141K – – –
MFA
1755
McClarren Financial Advisors
Pennsylvania
$141K +$140K +1,779 New
HFM
1756
Hartford Financial Management
Connecticut
$141K – – –
AIM
1757
Acropolis Investment Management
Missouri
$141K +$1.41K +18 +1%
PK
1758
Pflug Koory
Nebraska
$133K -$19.9K -253 -13%
CSB
1759
City State Bank
Iowa
$133K – – –
CT
1760
Clearstead Trust
Maine
$124K +$13.6K +173 +12%
EPIMS
1761
Evelyn Partners Investment Management Services
$124K -$58.9K -750 -32%
CCA
1762
Catalyst Capital Advisors
New York
$124K -$18.4K -234 -13%
AWM
1763
AllSquare Wealth Management
New York
$122K – – –
DWS
1764
Dynamic Wealth Strategies
California
$121K +$122K +1,550 New
DIP
1765
DT Investment Partners
Pennsylvania
$121K – – –
SOW
1766
State of Wyoming
Wyoming
$121K -$118K -1,500 -49%
TC
1767
Truvestments Capital
Florida
$121K +$14K +179 +13%
VC
1768
Vestor Capital
Illinois
$120K -$1.41K -18 -1%
YP
1769
YANKCOM Partnership
South Dakota
$119K +$5.96K +76 +5%
BC
1770
Barrett & Company
Rhode Island
$119K – – –
SAM
1771
Sherman Asset Management
California
$118K – – –
QL
1772
Quarry LP
New York
$115K -$78.9K -1,005 -41%
HWM
1773
Hemington Wealth Management
Virginia
$114K +$7.54K +96 +7%
MCM
1774
MV Capital Management
Maryland
$114K +$785 +10 +0.7%
PWMA
1775
Pension & Wealth Management Advisors
Massachusetts
$113K +$392 +5 +0.3%
69 70
71
72 73