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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
2076
Synergy Investment Management
Florida
$86.4K +$90.2K +920 New
CB
2077
Community Bank
New York
$86.3K – – –
SEP
2078
Signature Equity Partners
Ohio
$84.6K -$131K -1,340 -60%
IAAG
2079
Innovative Asset Advisors Group
Connecticut
$82.1K +$85.7K +874 New
CBT
2080
CoreFirst Bank & Trust
Kansas
$81K – – –
RBC
2081
Roble Belko & Company
Pennsylvania
$80K -$18.3K -187 -18%
ORAM
2082
One River Asset Management
Connecticut
$77.5K +$80.1K +817 +10,213%
CPG
2083
Cornerstone Planning Group
New Jersey
$76.1K +$9.91K +101 +14%
HCM
2084
Hollencrest Capital Management
California
$76.1K – – –
SRCM
2085
Signature Resources Capital Management
California
$73.4K +$5.79K +59 +8%
JSAM
2086
J. Safra Asset Management
New York
$72K -$26.3K -268 -26%
HAP
2087
Harbor Asset Planning
Massachusetts
$71.8K +$196 +2 +0.3%
DCM
2088
Disciplina Capital Management
Tennessee
$71.7K +$196 +2 +0.3%
GF
2089
GGM Financials
Ohio
$70.2K +$98 +1 +0.1%
MTIC
2090
Missouri Trust & Investment Company
Missouri
$69.1K – – –
FFO
2091
Fortitude Family Office
Arizona
$67.9K +$10.9K +111 +18%
GFA
2092
Godfrey Financial Associates
New York
$67.6K – – –
SWA
2093
Strategic Wealth Advisors
Arizona
$67K – – –
GSWM
2094
Golden State Wealth Management
California
$66.3K – – –
AWA
2095
Acumen Wealth Advisors
Tennessee
$66.1K +$5.3K +54 +8%
FMB
2096
Field & Main Bank
Kentucky
$65.8K – – –
KC
2097
Knuff & Co
California
$65.8K +$15.1K +154 +28%
KFP
2098
Kerr Financial Planning
California
$65.3K +$5.1K +52 +8%
PWAM
2099
Private Wealth Asset Management
Iowa
$64.4K -$1.96K -20 -3%
DAM
2100
Delta Asset Management
Tennessee
$62.6K – – –
82 83
84
85 86