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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CVA
1826
Central Valley Advisors
California
$262K – – –
PA
1827
Procyon Advisors
Connecticut
$261K -$223K -2,443 -46%
WCM
1828
Wedge Capital Management
North Carolina
$261K -$40.2K -441 -13%
AA
1829
Armis Advisers
Georgia
$260K -$96.9K -1,063 -29%
PB
1830
Pinnacle Bancorp
Nebraska
$260K – – –
EFSCE
1831
Enterprise Financial Services Corp (EFSC)
Missouri
$259K -$14.3K -157 -5%
TW
1832
Traveka Wealth
California
$259K -$7.2K -79 -3%
FWP
1833
FAS Wealth Partners
Kansas
$259K +$638 +7 +0.3%
SWM
1834
Stockman Wealth Management
Montana
$258K -$9.12K -100 -3%
NSB
1835
Norway Savings Bank
Maine
$257K -$36.5K -400 -13%
SLC
1836
Second Line Capital
Louisiana
$256K -$19.8K -217 -7%
BP
1837
BWM Planning
Texas
$256K +$253K +2,772 New
TC
1838
TFR Capital
Texas
$255K +$13.4K +147 +6%
JCM
1839
Jacobi Capital Management
Pennsylvania
$255K +$18K +197 +8%
VCA
1840
Verdence Capital Advisors
Maryland
$255K -$18.9K -207 -7%
PMFA
1841
Plante Moran Financial Advisors
Michigan
$255K – – –
WHCI
1842
W.H. Cornerstone Investments
Massachusetts
$252K +$821 +9 +0.3%
BFG
1843
Berger Financial Group
Minnesota
$251K -$1.37K -15 -0.5%
1C
1844
111 Capital
France
$251K -$98.9K -1,085 -29%
DCM
1845
Davis Capital Management
Florida
$250K +$155K +1,695 +167%
RA
1846
Riversedge Advisors
Delaware
$250K +$247K +2,709 New
CFD
1847
Creative Financial Designs
Indiana
$249K +$10.4K +114 +4%
RWM
1848
Riverbend Wealth Management
South Carolina
$249K +$32.3K +354 +15%
RWA
1849
Redhawk Wealth Advisors
Minnesota
$248K -$3.74K -41 -2%
GBT
1850
Grove Bank & Trust
Florida
$248K – – –
72 73
74
75 76