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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1826
Penserra Capital Management
California
$10K -$446K -6,766 -98%
VCM
1827
Versant Capital Management
Arizona
$9.98K -$65.8K -999 -88%
CHA
1828
Carmichael Hill & Associates
Maryland
$9.86K +$3.03K +46 +51%
HCM
1829
Highlander Capital Management
New Jersey
$9.84K – – –
ME
1830
McIlrath & Eck
Washington
$9.46K – – –
IGWM
1831
ICA Group Wealth Management
Colorado
$9.4K -$3.62K -55 -30%
DF
1832
Dunhill Financial
United Kingdom
$9.3K +$1.32K +20 +18%
FPF
1833
First Pacific Financial
Washington
$9.04K – – –
SIS
1834
Sound Income Strategies
Florida
$8.9K – – –
CFFP
1835
Center for Financial Planning
Michigan
$8.54K – – –
OPTFSNA
1836
Old Point Trust & Financial Services N A
Virginia
$8.39K – – –
HFS
1837
Horizon Financial Services
North Carolina
$8.17K +$7.44K +113 New
TCM
1838
TruNorth Capital Management
Michigan
$8.17K +$7.44K +113 New
AW
1839
Avion Wealth
Texas
$8K +$1.38K +21 +27%
RF
1840
Robbins Farley
New Hampshire
$7.81K – – –
TC
1841
Trust Company
Kansas
$7.81K +$7.11K +108 New
LWCFA
1842
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.43K +$6.59K +100 New
MWA
1843
Miller Wealth Advisors
Colorado
$7.23K – – –
NC
1844
NewSquare Capital
Pennsylvania
$7.16K – – –
ANBT
1845
American National Bank & Trust
Texas
$6.51K – – –
CTWM
1846
Cherry Tree Wealth Management
Minnesota
$6.31K – – –
AWM
1847
Activest Wealth Management
Florida
$5.09K – – –
CAM
1848
Creekmur Asset Management
Illinois
$4.7K – – –
FUBT
1849
First United Bank & Trust
Maryland
$4.7K – – –
PS
1850
PayPay Securities
Japan
$4.63K -$395 -6 -9%
72 73
74
75 76