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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
976
Traynor Capital Management
Pennsylvania
$216K +$185K +4,086 New
CIC
977
Crawford Investment Counsel
Georgia
$215K +$183K +4,047 New
PFGIA
978
Patriot Financial Group Insurance Agency
Massachusetts
$214K +$68.5K +1,514 +60%
PA
979
Parkside Advisors
California
$213K +$182K +4,010 New
CA
980
Claro Advisors
Massachusetts
$213K +$182K +4,014 New
WIC
981
Whitegate Investment Counselors
New Hampshire
$213K +$182K +4,025 New
ACA
982
Affinity Capital Advisors
California
$212K +$181K +3,998 New
BAM
983
Brave Asset Management
New Jersey
$212K +$181K +4,000 New
EWA
984
Encompass Wealth Advisors
Oregon
$212K +$181K +4,000 New
WCM
985
Wisconsin Capital Management
Wisconsin
$212K +$181K +4,000 New
TIM
986
Triad Investment Management
California
$212K +$181K +4,005 New
PFS
987
Prospera Financial Services
Texas
$211K +$158K +3,489 +724%
PHK
988
Point72 Hong Kong
Hong Kong
$211K +$180K +3,985 New
GD
989
Grandfield & Dodd
New York
$210K -$225K -4,969 -56%
IAA
990
Independent Advisor Alliance
North Carolina
$210K +$179K +3,959 New
FFS
991
Founders Financial Securities
Maryland
$210K +$179K +3,960 New
PWMAG
992
Pinnacle Wealth Management Advisory Group
New Jersey
$210K +$179K +3,962 New
CFA
993
CWS Financial Advisors
Michigan
$208K +$178K +3,926 New
LTI
994
Laffer Tengler Investments
Tennessee
$208K – – –
GA
995
Geller Advisors
New York
$207K +$96.4K +2,130 New
ACM
996
Advisors Capital Management
New Jersey
$207K +$177K +3,908 New
I2I
997
Insight 2811 Inc
Illinois
$206K +$176K +3,883 New
FMWA
998
Forvis Mazars Wealth Advisors
Missouri
$206K +$176K +3,885 New
CBT
999
CoreFirst Bank & Trust
Kansas
$203K +$173K +3,820 New
GAM
1000
Gould Asset Management
California
$203K +$173K +3,827 New
38 39
40
41 42