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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1151
HMS Capital Management
Tennessee
$305K -$642K -9,308 -66%
RSWM
1152
Robertson Stephens Wealth Management
California
$305K -$14.3K -207 -4%
KP
1153
Keel Point
Alabama
$305K -$621 -9 -0.2%
HPWM
1154
Highland Private Wealth Management
Washington
$302K +$16.6K +241 +5%
CWS
1155
Cypress Wealth Services
California
$301K +$18.7K +271 +6%
YWP
1156
YorkBridge Wealth Partners
New York
$300K -$552 -8 -0.2%
DFA
1157
Delta Financial Advisors
Louisiana
$300K +$69 +1 +0%
CPA
1158
Cardiff Park Advisors
California
$297K +$2.28K +33 +0.7%
PFBT
1159
Parkside Financial Bank & Trust
Missouri
$296K -$43K -623 -12%
VWA
1160
V Wealth Advisors
Kansas
$295K +$22.2K +322 +7%
CRC
1161
Curi RMB Capital
Illinois
$294K -$35.6K -516 -10%
OQS
1162
Occudo Quantitative Strategies
Florida
$293K -$23.5K -341 -7%
OA
1163
Operose Advisors
Wisconsin
$292K +$483 +7 +0.2%
DAS
1164
Dynamic Advisor Solutions
Arizona
$291K +$5.45K +79 +2%
FHA
1165
First Horizon Advisors
Tennessee
$290K -$25.9K -376 -8%
KA
1166
Keene & Associates
Texas
$290K -$11K -160 -3%
HF
1167
HRT Financial
New York
$288K -$4.17M -60,428 -93%
RA
1168
RFG Advisory
Alabama
$288K -$27.7K -401 -9%
AWM
1169
Axxcess Wealth Management
California
$288K +$45K +652 +17%
EI
1170
Ellevest Inc
New York
$287K -$161K -2,334 -34%
S
1171
SimplyRich
California
$286K – – –
ER
1172
Enlightenment Research
Florida
$284K -$2.35M -34,105 -88%
IC
1173
Intersect Capital
California
$283K +$20.7K +300 +7%
DP
1174
Denver PWM
Colorado
$282K -$60.7K -880 -17%
JIC
1175
Joel Isaacson & Co
New York
$281K +$207 +3 +0.1%
45 46
47
48 49