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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LRPA
901
L. Roy Papp & Associates
Arizona
$303K +$259K +5,716 New
GFP
902
Gryphon Financial Partners
Ohio
$302K -$181 -4 -0.1%
CPA
903
Court Place Advisors
Maryland
$302K – – –
KWM
904
Kingsview Wealth Management
Oregon
$301K -$27.1K -598 -10%
YWP
905
YorkBridge Wealth Partners
New York
$298K -$1.54K -34 -0.6%
PWP
906
Principle Wealth Partners
Connecticut
$294K +$251K +5,540 New
AA
907
Addison Advisors
Vermont
$291K +$248K +5,483 New
JWM
908
Jeppson Wealth Management
California
$290K +$57K +1,260 +30%
EWM
909
Evermay Wealth Management
Virginia
$288K +$246K +5,431 New
PCM
910
Pointe Capital Management
Michigan
$287K +$245K +5,411 New
FLI
911
Family Legacy Inc
South Carolina
$282K +$241K +5,321 New
BAM
912
Berkshire Asset Management
Pennsylvania
$281K +$240K +5,300 New
BTW
913
Boston Trust Walden
Massachusetts
$280K +$239K +5,270 New
AR
914
Advisory Research
Illinois
$279K +$238K +5,263 New
BTWM
915
Baker Tilly Wealth Management
Wisconsin
$278K +$238K +5,247 New
AWM
916
Aberdeen Wealth Management
Illinois
$277K +$237K +5,227 New
WAS
917
WESPAC Advisors SoCal
California
$276K -$5.3K -117 -2%
HB
918
Homrich & Berg
Georgia
$276K +$236K +5,202 New
QT
919
Quantamental Technologies
New York
$274K +$234K +5,161 New
ST
920
Smithfield Trust
Pennsylvania
$273K +$29.1K +643 +14%
PCS
921
Personal CFO Solutions
New Jersey
$273K +$233K +5,143 New
AFP
922
Ausdal Financial Partners
Iowa
$273K +$233K +5,145 New
PSUF
923
People's United Financial
Connecticut
$273K +$233K +5,150 New
MSFS
924
Main Street Financial Solutions
Pennsylvania
$272K +$232K +5,131 New
TA
925
Tiedemann Advisors
New York
$271K +$232K +5,115 New
35 36
37
38 39