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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
NIPH
626
NN Investment Partners Holdings
Netherlands
$204K +$192K +7,278 New
PAM
627
Palisade Asset Management
Minnesota
$203K – – –
WAS
628
WESPAC Advisors SoCal
California
$202K – – –
WAM
629
Wealthspire Advisors (Maryland)
Maryland
$201K +$150K +5,672 +379%
WS
630
Wedbush Securities
California
$201K +$189K +7,170 New
FMLI
631
Fukoku Mutual Life Insurance
Japan
$198K – – –
MFS
632
MSI Financial Services
Massachusetts
$197K -$1.9K -72 -1%
CPA
633
Court Place Advisors
Maryland
$194K – – –
BL
634
Balentine LLC
Georgia
$193K +$121K +4,594 +201%
PFS
635
Physicians Financial Services
North Carolina
$163K -$7.92K -300 -5%
AAM
636
Advisors Asset Management
Colorado
$161K – – –
SRP
637
Saddle Road Partners
Nebraska
$142K – – –
SIG
638
Schooner Investment Group
Pennsylvania
$142K – – –
CFG
639
CKW Financial Group
Hawaii
$140K – – –
CFA
640
Carroll Financial Associates
North Carolina
$133K +$4.75K +180 +4%
GLI
641
Guardian Life Insurance
New York
$124K -$33.1K -1,254 -22%
CAM
642
Cacti Asset Management
Georgia
$113K – – –
TCM
643
Tradewinds Capital Management
Washington
$109K – – –
SWA
644
Sutton Wealth Advisors
Florida
$109K +$102K +3,879 New
RFA
645
Reilly Financial Advisors
California
$108K – – –
JWM
646
Jacobus Wealth Management
Wisconsin
$107K – – –
AIS
647
Accurate Investment Solutions
Pennsylvania
$107K +$101K +3,820 New
FANJ
648
Financial Architects (New Jersey)
New Jersey
$106K +$99.4K +3,768 New
ASN
649
Advisory Services Network
Georgia
$103K +$19.5K +740 +25%
LWM
650
Lenox Wealth Management
Ohio
$103K +$72.4K +2,745 +293%
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