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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
876
Pinnacle Wealth Planning Services
Ohio
$231K +$224K +5,545 New
YWP
877
YorkBridge Wealth Partners
New York
$227K -$27.1K -671 -11%
NA
878
Nottingham Advisors
New York
$225K -$139K -3,443 -39%
JSL
879
JT Stratford LLC
Georgia
$225K -$28.7K -710 -12%
ST
880
Smithfield Trust
Pennsylvania
$222K +$131K +3,241 +157%
PP
881
Prudential plc
United Kingdom
$221K -$19.9K -493 -9%
TPWA
882
TRUE Private Wealth Advisors
Oregon
$221K -$4.04K -100 -2%
CPA
883
Clear Perspective Advisors
Illinois
$219K +$8.8K +218 +4%
HVIA
884
Hudson Valley Investment Advisors
New York
$219K +$9.89K +245 +5%
LSAG
885
Lake Street Advisors Group
New Hampshire
$214K +$206K +5,109 New
NFP
886
Narus Financial Partners
Utah
$213K +$4.04K +100 +2%
EW
887
Evoke Wealth
California
$212K +$204K +5,065 New
DIA
888
Dana Investment Advisors
Wisconsin
$210K +$203K +5,028 New
BCM
889
Bienville Capital Management
New York
$209K -$16.5K -410 -8%
ARMT
890
Amica Retiree Medical Trust
Rhode Island
$209K – – –
CAI
891
Capital Advisors Inc
Oklahoma
$207K – – –
CT
892
Cambridge Trust
Massachusetts
$206K +$199K +4,928 New
TA
893
Tiedemann Advisors
New York
$204K +$197K +4,881 New
PFS
894
Physicians Financial Services
North Carolina
$203K +$196K +4,852 New
CFA
895
Carroll Financial Associates
North Carolina
$202K -$17K -421 -8%
PCMC
896
Private Capital Management (Colorado)
Colorado
$202K +$194K +4,819 New
AIA
897
Armor Investment Advisors
North Carolina
$202K +$195K +4,841 New
CFGS
898
Concourse Financial Group Securities
Alabama
$200K +$46.3K +1,148 +32%
QT
899
Quantamental Technologies
New York
$195K +$59.4K +1,471 +46%
CAW
900
Cornerstone Advisors (Washington)
Washington
$193K -$5.04K -125 -3%
34 35
36
37 38