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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
B
1876
Birchbrook
Maine
$207K – – –
HI
1877
Hendershot Investments
Virginia
$207K +$205K +2,165 New
OFS
1878
OneAscent Financial Services
Alabama
$206K +$205K +2,158 New
AC
1879
Apella Capital
Connecticut
$205K +$209K +2,200 New
LWM
1880
Liberty Wealth Management
California
$205K +$204K +2,148 New
ABTD
1881
Arvest Bank Trust Division
Oklahoma
$204K +$203K +2,139 New
GHA
1882
Granite Harbor Advisors
Texas
$204K +$203K +2,139 New
AGC
1883
Aspen Grove Capital
Colorado
$204K -$550K -5,791 -73%
FCM
1884
Firestone Capital Management
Florida
$204K +$203K +2,134 New
LWM
1885
Lighthouse Wealth Management
Ohio
$203K +$202K +2,130 New
CP
1886
Castleview Partners
Texas
$203K +$202K +2,125 New
BGAI
1887
Bruce G. Allen Investments
Colorado
$203K -$20.8K -219 -9%
HR
1888
Howe & Rusling
New York
$203K -$51.8K -546 -20%
HCM
1889
Hutchinson Capital Management
California
$201K +$199K +2,101 New
GTAM
1890
Global Trust Asset Management
Florida
$197K +$37K +390 +23%
TFIPS
1891
Towarzystwo Funduszy Inwestycyjnych PZU SA
$192K – – –
AP
1892
Atwood & Palmer
Missouri
$191K -$29.1K -307 -13%
TVWM
1893
Tower View Wealth Management
Wisconsin
$191K -$30.7K -323 -14%
EB
1894
Eastern Bank
Massachusetts
$188K +$26.5K +279 +17%
HFS
1895
Hantz Financial Services
Michigan
$182K +$54.2K +571 +43%
BIA
1896
Bell Investment Advisors
California
$179K -$2.09K -22 -1%
TCOV
1897
Trust Company of Vermont
Vermont
$177K +$44.3K +467 +34%
SA
1898
SRH Advisors
Kansas
$177K – – –
HIA
1899
Harbor Investment Advisory
Maryland
$176K +$4.56K +48 +0.6%
HWM
1900
Hemington Wealth Management
Virginia
$176K +$11.2K +118 +7%
74 75
76
77 78