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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1876
Hartford Financial Management
Connecticut
$159K -$4.86K -58 -3%
WOSD
1877
WFA of San Diego
California
$158K +$145K +1,736 New
HWM
1878
Hemington Wealth Management
Virginia
$157K +$22K +263 +18%
CSB
1879
City State Bank
Iowa
$155K – – –
EB
1880
Eastern Bank
Massachusetts
$154K -$60.1K -718 -30%
LSA
1881
Leonteq Securities AG
Switzerland
$154K -$399K -4,762 -74%
HIIFS
1882
Harel Insurance Investments & Financial Services
Israel
$153K +$140K +1,672 New
GTAM
1883
Global Trust Asset Management
Florida
$152K +$134K +1,600 +2,254%
PK
1884
Pflug Koory
Nebraska
$152K -$3.35K -40 -2%
RC
1885
Rexford Capital
Texas
$151K +$138K +1,651 New
CWP
1886
Concord Wealth Partners
Virginia
$148K -$33.1K -395 -20%
EPIMS
1887
Evelyn Partners Investment Management Services
$144K – – –
AWM
1888
AllSquare Wealth Management
New York
$142K – – –
DIP
1889
DT Investment Partners
Pennsylvania
$141K – – –
MIM
1890
MTM Investment Management
South Carolina
$141K +$129K +1,545 New
CT
1891
Clearstead Trust
Maine
$140K -$5.02K -60 -4%
RTC
1892
Riverview Trust Company
Washington
$139K -$86.3K -1,031 -40%
YP
1893
YANKCOM Partnership
South Dakota
$138K – – –
BC
1894
Barrett & Company
Rhode Island
$138K – – –
MCM
1895
MV Capital Management
Maryland
$136K +$3.27K +39 +3%
RP
1896
Rowlandmiller & Partners
Georgia
$131K – – –
TCOV
1897
Trust Company of Vermont
Vermont
$127K – – –
TC
1898
Truvestments Capital
Florida
$125K -$14.7K -176 -11%
CCA
1899
Catalyst Capital Advisors
New York
$124K -$18.4K -220 -14%
API
1900
Asset Planning Inc
California
$123K +$84 +1 +0.1%
74 75
76
77 78