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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
876
Clearstead Advisors
Ohio
$341K +$6.79K +150 +2%
CWP
877
Curated Wealth Partners
California
$341K +$291K +6,432 New
SB
878
Strategic Blueprint
Georgia
$340K -$501K -11,068 -63%
HCMT
879
Highland Capital Management (Tennessee)
Tennessee
$338K – – –
DP
880
Denver PWM
Colorado
$336K +$8.69K +192 +3%
CAG
881
Csenge Advisory Group
Florida
$334K +$181 +4 +0.1%
RMDI
882
R.M. Davis Inc
Maine
$334K +$19.6K +433 +7%
TCA
883
Transcend Capital Advisors
New Jersey
$334K +$285K +6,290 New
JLBC
884
J.L. Bainbridge & Co
Florida
$333K – – –
TSS
885
Two Sigma Securities
New York
$333K +$284K +6,276 New
TF
886
Tompkins Financial
New York
$331K – – –
PA
887
Parallel Advisors
California
$329K -$1.68K -37 -0.6%
MCG
888
MACRO Consulting Group
New Jersey
$328K -$1.9K -42 -0.7%
PCA
889
Providence Capital Advisors
North Carolina
$328K +$280K +6,178 New
EB
890
Eastern Bank
Massachusetts
$325K -$283K -6,257 -51%
MC
891
Moors & Cabot
Massachusetts
$323K +$25.9K +571 +10%
RCAG
892
Rehmann Capital Advisory Group
Michigan
$321K -$3.67K -81 -1%
SHGA
893
Sand Hill Global Advisors
California
$319K +$8.69K +192 +3%
AWM
894
Atticus Wealth Management
Florida
$315K – – –
CB
895
CNB Bank
Pennsylvania
$315K – – –
BCM
896
BTR Capital Management
California
$315K +$2.72K +60 +1%
SFA
897
Sequoia Financial Advisors
Ohio
$315K +$269K +5,935 New
MS
898
Maven Securities
Jersey
$311K -$3.7M -81,733 -93%
MYIA
899
Mount Yale Investment Advisors
Colorado
$311K -$5.34K -118 -2%
BIC
900
Beach Investment Counsel
Pennsylvania
$304K – – –
34 35
36
37 38