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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1876
VSM Wealth Advisory
Maryland
$161K +$66.1K +789 +81%
HFM
1877
Hartford Financial Management
Connecticut
$159K -$4.86K -58 -3%
WOSD
1878
WFA of San Diego
California
$158K +$145K +1,736 New
HWM
1879
Hemington Wealth Management
Virginia
$157K +$22K +263 +18%
CSB
1880
City State Bank
Iowa
$155K – – –
EB
1881
Eastern Bank
Massachusetts
$154K -$60.1K -718 -30%
LSA
1882
Leonteq Securities AG
Switzerland
$154K -$399K -4,762 -74%
HIIFS
1883
Harel Insurance Investments & Financial Services
Israel
$153K +$140K +1,672 New
GTAM
1884
Global Trust Asset Management
Florida
$152K +$134K +1,600 +2,254%
PK
1885
Pflug Koory
Nebraska
$152K -$3.35K -40 -2%
RC
1886
Rexford Capital
Texas
$151K +$138K +1,651 New
CWP
1887
Concord Wealth Partners
Virginia
$148K -$33.1K -395 -20%
EPIMS
1888
Evelyn Partners Investment Management Services
$144K – – –
AWM
1889
AllSquare Wealth Management
New York
$142K – – –
DIP
1890
DT Investment Partners
Pennsylvania
$141K – – –
MIM
1891
MTM Investment Management
South Carolina
$141K +$129K +1,545 New
CT
1892
Clearstead Trust
Maine
$140K -$5.02K -60 -4%
RTC
1893
Riverview Trust Company
Washington
$139K -$86.3K -1,031 -40%
YP
1894
YANKCOM Partnership
South Dakota
$138K – – –
BC
1895
Barrett & Company
Rhode Island
$138K – – –
MCM
1896
MV Capital Management
Maryland
$136K +$3.27K +39 +3%
RP
1897
Rowlandmiller & Partners
Georgia
$131K – – –
TCOV
1898
Trust Company of Vermont
Vermont
$127K – – –
TC
1899
Truvestments Capital
Florida
$125K -$14.7K -176 -11%
CCA
1900
Catalyst Capital Advisors
New York
$124K -$18.4K -220 -14%
74 75
76
77 78