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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
VEA
2026
Virtus ETF Advisers
New York
$170K +$51.7K +545 +47%
HIA
2027
Harbor Investment Advisory
Maryland
$167K -$16.1K -170 -2%
PK
2028
Pflug Koory
Nebraska
$166K – – –
SA
2029
SRH Advisors
Kansas
$165K -$19K -200 -11%
RC
2030
Rexford Capital
Texas
$165K +$19K +200 +14%
C
2031
Covestor
United Kingdom
$159K +$47.4K +500 +46%
YP
2032
YANKCOM Partnership
South Dakota
$158K +$13.8K +145 +10%
EPIMS
2033
Evelyn Partners Investment Management Services
$158K – – –
TC
2034
Truvestments Capital
Florida
$154K +$95 +1 +0.1%
DIP
2035
DT Investment Partners
Pennsylvania
$154K – – –
MIM
2036
MTM Investment Management
South Carolina
$154K – – –
CWM
2037
Cranbrook Wealth Management
Michigan
$153K +$110K +1,155 +304%
RTC
2038
Riverview Trust Company
Washington
$152K – – –
CSB
2039
City State Bank
Iowa
$151K -$17.1K -180 -11%
BC
2040
Barrett & Company
Rhode Island
$151K – – –
CC
2041
Corsicana & Co
Texas
$150K – – –
MCM
2042
MV Capital Management
Maryland
$150K +$759 +8 +0.5%
VC
2043
Vestor Capital
Illinois
$149K +$1.3M +13,691 +864%
RP
2044
Rowlandmiller & Partners
Georgia
$144K +$949 +10 +0.7%
TFA
2045
Transamerica Financial Advisors
Florida
$143K +$26.7K +281 +24%
CWP
2046
Concord Wealth Partners
Virginia
$140K -$24K -253 -15%
API
2047
Asset Planning Inc
California
$135K +$95 +1 +0.1%
CIAM
2048
Caitong International Asset Management
Hong Kong
$130K +$85.1K +897 +222%
ITIM
2049
Indiana Trust & Investment Management
Indiana
$127K -$759 -8 -0.6%
PWM
2050
Proathlete Wealth Management
Florida
$126K +$3.51K +37 +3%
80 81
82
83 84