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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
2026
Hartford Financial Management
Connecticut
$174K – – –
WOSD
2027
WFA of San Diego
California
$173K – – –
VEA
2028
Virtus ETF Advisers
New York
$170K +$51.7K +545 +47%
HIA
2029
Harbor Investment Advisory
Maryland
$167K -$16.1K -170 -2%
PK
2030
Pflug Koory
Nebraska
$166K – – –
SA
2031
SRH Advisors
Kansas
$165K -$19K -200 -11%
RC
2032
Rexford Capital
Texas
$165K +$19K +200 +14%
C
2033
Covestor
United Kingdom
$159K +$47.4K +500 +46%
YP
2034
YANKCOM Partnership
South Dakota
$158K +$13.8K +145 +10%
EPIMS
2035
Evelyn Partners Investment Management Services
$158K – – –
TC
2036
Truvestments Capital
Florida
$154K +$95 +1 +0.1%
DIP
2037
DT Investment Partners
Pennsylvania
$154K – – –
MIM
2038
MTM Investment Management
South Carolina
$154K – – –
CWM
2039
Cranbrook Wealth Management
Michigan
$153K +$110K +1,155 +304%
RTC
2040
Riverview Trust Company
Washington
$152K – – –
CSB
2041
City State Bank
Iowa
$151K -$17.1K -180 -11%
BC
2042
Barrett & Company
Rhode Island
$151K – – –
CC
2043
Corsicana & Co
Texas
$150K – – –
MCM
2044
MV Capital Management
Maryland
$150K +$759 +8 +0.5%
VC
2045
Vestor Capital
Illinois
$149K +$1.3M +13,691 +864%
RP
2046
Rowlandmiller & Partners
Georgia
$144K +$949 +10 +0.7%
TFA
2047
Transamerica Financial Advisors
Florida
$143K +$26.7K +281 +24%
CWP
2048
Concord Wealth Partners
Virginia
$140K -$24K -253 -15%
API
2049
Asset Planning Inc
California
$135K +$95 +1 +0.1%
CIAM
2050
Caitong International Asset Management
Hong Kong
$130K +$85.1K +897 +222%
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