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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
901
BTR Capital Management
California
$315K +$2.72K +60 +1%
SFA
902
Sequoia Financial Advisors
Ohio
$315K +$269K +5,935 New
MS
903
Maven Securities
Jersey
$311K -$3.7M -81,733 -93%
MYIA
904
Mount Yale Investment Advisors
Colorado
$311K -$5.34K -118 -2%
BIC
905
Beach Investment Counsel
Pennsylvania
$304K – – –
LRPA
906
L. Roy Papp & Associates
Arizona
$303K +$259K +5,716 New
GFP
907
Gryphon Financial Partners
Ohio
$302K -$181 -4 -0.1%
CPA
908
Court Place Advisors
Maryland
$302K – – –
KWM
909
Kingsview Wealth Management
Oregon
$301K -$27.1K -598 -10%
YWP
910
YorkBridge Wealth Partners
New York
$298K -$1.54K -34 -0.6%
PWP
911
Principle Wealth Partners
Connecticut
$294K +$251K +5,540 New
AA
912
Addison Advisors
Vermont
$291K +$248K +5,483 New
JWM
913
Jeppson Wealth Management
California
$290K +$57K +1,260 +30%
EWM
914
Evermay Wealth Management
Virginia
$288K +$246K +5,431 New
PCM
915
Pointe Capital Management
Michigan
$287K +$245K +5,411 New
FLI
916
Family Legacy Inc
South Carolina
$282K +$241K +5,321 New
BAM
917
Berkshire Asset Management
Pennsylvania
$281K +$240K +5,300 New
BTW
918
Boston Trust Walden
Massachusetts
$280K +$239K +5,270 New
AR
919
Advisory Research
Illinois
$279K +$238K +5,263 New
BTWM
920
Baker Tilly Wealth Management
Wisconsin
$278K +$238K +5,247 New
AWM
921
Aberdeen Wealth Management
Illinois
$277K +$237K +5,227 New
WAS
922
WESPAC Advisors SoCal
California
$276K -$5.3K -117 -2%
HB
923
Homrich & Berg
Georgia
$276K +$236K +5,202 New
QT
924
Quantamental Technologies
New York
$274K +$234K +5,161 New
ST
925
Smithfield Trust
Pennsylvania
$273K +$29.1K +643 +14%
35 36
37
38 39