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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
1251
Westshore Wealth
California
$256K – – –
CIA
1252
Choate Investment Advisors
Massachusetts
$256K +$248K +3,565 New
GC
1253
Garde Capital
Washington
$255K -$272K -3,923 -53%
CWS
1254
Cypress Wealth Services
California
$253K -$94K -1,354 -28%
CFA
1255
CWS Financial Advisors
Michigan
$252K +$6.8K +98 +3%
LCM
1256
LCM Capital Management
Illinois
$250K – – –
EWA
1257
EverSource Wealth Advisors
Alabama
$250K +$39.6K +571 +20%
C
1258
Covestor
United Kingdom
$249K +$38.8K +559 +19%
TWP
1259
Tempus Wealth Planning
California
$245K +$237K +3,409 New
NFP
1260
Narus Financial Partners
Utah
$245K – – –
LAM
1261
L2 Asset Management
Massachusetts
$243K +$235K +3,383 New
HVIA
1262
Hudson Valley Investment Advisors
New York
$242K – – –
BWM
1263
BNC Wealth Management
Oregon
$242K +$69 +1 +0%
JAG
1264
Journey Advisory Group
Kentucky
$242K +$234K +3,374 New
BAM
1265
Boyar Asset Management
New York
$241K – – –
EB
1266
Eastern Bank
Massachusetts
$241K – – –
NERM
1267
New England Research & Management
Illinois
$241K +$233K +3,350 New
DA
1268
DSC Advisors
Illinois
$240K -$54.6K -786 -19%
DJSG
1269
D.J. St. Germain
Massachusetts
$240K – – –
TBWA
1270
Three Bridge Wealth Advisors
California
$240K – – –
FBFS
1271
First Business Financial Services
Wisconsin
$238K +$608K +8,753 +264%
LHC
1272
Little House Capital
Massachusetts
$237K -$3.4K -49 -1%
CWM
1273
C2C Wealth Management
Arizona
$236K +$215K +3,100 New
FAFN
1274
First Affirmative Financial Network
Colorado
$235K -$66.2K -954 -23%
WA
1275
Waddell & Associates
Tennessee
$235K -$6.18K -89 -3%
49 50
51
52 53