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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
1851
Grove Bank & Trust
Florida
$267K +$11.4K +120 +5%
OKSA
1852
O'Keefe Stevens Advisory
New York
$266K – – –
TSMHT
1853
Thurston Springer Miller Herd & Titak
Indiana
$266K +$238K +2,506 +1,596%
TPWA
1854
TRUE Private Wealth Advisors
Oregon
$265K +$664 +7 +0.3%
TNBTD
1855
Trustmark National Bank Trust Department
Mississippi
$265K -$36K -379 -13%
LTAS
1856
Linden Thomas Advisory Services
North Carolina
$265K -$3.42K -36 -1%
SW
1857
SteelPeak Wealth
California
$264K -$209K -2,207 -46%
NP
1858
Ninepoint Partners
Ontario, Canada
$264K +$251K +2,643 New
BP
1859
Broadleaf Partners
Ohio
$264K – – –
AIA
1860
Allied Investment Advisors
Montana
$264K -$14.2K -150 -5%
IHL
1861
Investment House LLC
California
$261K +$248K +2,615 New
FWP
1862
FAS Wealth Partners
Kansas
$261K -$190 -2 -0.1%
GB
1863
Goepper Burkhardt
South Carolina
$260K – – –
OW
1864
Olistico Wealth
Oklahoma
$259K +$190 +2 +0.1%
OPWM
1865
Oxinas Partners Wealth Management
Indiana
$259K -$142K -1,498 -37%
NWWA
1866
New Wave Wealth Advisors
Arkansas
$258K +$7.3K +77 +3%
TC
1867
TFR Capital
Texas
$257K +$3.89K +41 +2%
CMTU
1868
Capital Markets Trading (UK)
United Kingdom
$257K -$30.4K -320 -11%
FOA
1869
Five Oceans Advisors
California
$257K +$1.04K +11 +0.4%
PFA
1870
Pathway Financial Advisors
Vermont
$256K – – –
GAFA
1871
Garton & Associates Financial Advisors
Kentucky
$256K +$243K +2,558 New
GKIM
1872
GW&K Investment Management
Massachusetts
$255K +$5.31K +56 +2%
BDFN
1873
Bond & Devick Financial Network
Minnesota
$254K – – –
AFAS
1874
Acorn Financial Advisory Services
Virginia
$253K +$10.4K +110 +5%
AIP
1875
Almanack Investment Partners
Pennsylvania
$253K -$142K -1,501 -37%
73 74
75
76 77