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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
EPIMS
2026
Evelyn Partners Investment Management Services
$148K – – –
AFC
2027
Ares Financial Consulting
California
$148K +$40.5K +413 +35%
AF
2028
Advisornet Financial
Minnesota
$146K +$76.9K +784 +102%
MIM
2029
MTM Investment Management
South Carolina
$145K – – –
EB
2030
Eastern Bank
Massachusetts
$145K -$384K -3,918 -72%
WOSD
2031
WFA of San Diego
California
$145K -$19K -194 -11%
CWM
2032
Cranbrook Wealth Management
Michigan
$144K – – –
RTC
2033
Riverview Trust Company
Washington
$143K – – –
CSB
2034
City State Bank
Iowa
$142K – – –
BC
2035
Barrett & Company
Rhode Island
$142K – – –
MCM
2036
MV Capital Management
Maryland
$141K +$294 +3 +0.2%
YP
2037
YANKCOM Partnership
South Dakota
$137K -$12K -122 -8%
WG
2038
Wellington Group
Indiana
$134K +$119K +1,218 +600%
VEA
2039
Virtus ETF Advisers
New York
$129K -$32.4K -330 -19%
ZI
2040
ZEGA Investments
Florida
$128K +$133K +1,361 New
WAG
2041
Wilkerson Advisory Group
Missouri
$127K +$10.4K +106 +9%
DIP
2042
DT Investment Partners
Pennsylvania
$127K -$19.3K -197 -13%
API
2043
Asset Planning Inc
California
$127K +$98 +1 +0.1%
VC
2044
Vestor Capital
Illinois
$123K -$1.37M -13,966 -91%
RF
2045
Rossby Financial
Florida
$123K +$44.6K +455 +52%
ITIM
2046
Indiana Trust & Investment Management
Indiana
$119K – – –
PWM
2047
Proathlete Wealth Management
Florida
$119K +$196 +2 +0.2%
FMII
2048
Farmers & Merchants Investments Inc
Nebraska
$119K +$4.9K +50 +4%
CC
2049
Corsicana & Co
Texas
$117K – – –
IAS
2050
IMA Advisory Services
Colorado
$116K -$196 -2 -0.2%
80 81
82
83 84