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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LHC
1251
Little House Capital
Massachusetts
$282K – – –
WA
1252
Waddell & Associates
Tennessee
$281K -$335K -3,812 -53%
TBWA
1253
Three Bridge Wealth Advisors
California
$281K +$293K +3,335 New
OTL
1254
Oak Thistle LLC
New York
$281K +$293K +3,336 New
9WM
1255
9258 Wealth Management
Ohio
$278K -$64.3K -731 -18%
EFS
1256
Essex Financial Services
Connecticut
$278K +$16.4K +187 +6%
JDR
1257
Jay D. Rosenbaum
$276K – – –
PP
1258
PDS Planning
Ohio
$276K +$63.4K +721 +28%
VV
1259
Verity & Verity
South Carolina
$273K – – –
CA
1260
Continuum Advisory
Idaho
$273K +$362K +4,112 New
BFS
1261
Bradley Foster & Sargent
Connecticut
$272K +$45.2K +514 +19%
BAM
1262
Brave Asset Management
New Jersey
$270K – – –
CG
1263
Cutler Group
California
$270K +$52K +591 +23%
BWG
1264
Beta Wealth Group
California
$270K +$281K +3,200 New
PA
1265
Parkside Advisors
California
$269K -$56.6K -644 -17%
JCM
1266
Jacobi Capital Management
Pennsylvania
$269K -$6.77K -77 -2%
CIP
1267
Convergence Investment Partners
Florida
$269K -$1.5K -17 -0.5%
LFA
1268
Legacy Financial Advisors
Kentucky
$267K +$35.7K +406 +15%
AAS
1269
Ameritas Advisory Services
Nebraska
$265K +$277K +3,145 New
ACA
1270
Atlas Capital Advisors
Wyoming
$264K +$13.5K +153 +5%
CCIA
1271
Cherry Creek Investment Advisors
Colorado
$262K +$33K +375 +14%
FC
1272
Financial Consulate
Maryland
$261K – – –
NAMP
1273
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$260K – – –
WWM
1274
Western Wealth Management
Colorado
$260K +$25.7K +292 +10%
CCG
1275
Cypress Capital Group
Florida
$259K +$270K +3,068 New
49 50
51
52 53