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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
1301
Convergence Investment Partners
Florida
$218K +$210K +3,032 New
PP
1302
Paloma Partners
Connecticut
$217K -$512K -7,370 -71%
BFA
1303
Buttonwood Financial Advisors
Maryland
$217K +$203K +2,929 New
JSW
1304
Journey Strategic Wealth
New Jersey
$217K +$209K +3,013 New
IWA
1305
IBEX Wealth Advisors
New Jersey
$217K +$210K +3,024 New
SAM
1306
Silvercrest Asset Management
New York
$217K +$210K +3,024 New
CA
1307
CGN Advisors
Kansas
$216K +$208K +3,000 New
RBC
1308
Romano Brothers & Co
Illinois
$216K +$209K +3,012 New
BSSFA
1309
Baron Silver Stevens Financial Advisors
Florida
$215K +$1.25K +18 New
AAM
1310
Autus Asset Management
Arizona
$215K +$208K +2,996 New
MCM
1311
Manchester Capital Management
Vermont
$212K -$5.07K -73 -2%
NW
1312
NewEdge Wealth
Pennsylvania
$211K -$203K -2,931 -50%
AIM
1313
Acropolis Investment Management
Missouri
$211K – – –
CHP
1314
Cable Hill Partners
Oregon
$210K +$203K +2,925 New
CFGS
1315
Concourse Financial Group Securities
Alabama
$209K +$9.65K +139 +5%
PCMC
1316
Private Capital Management (Colorado)
Colorado
$209K +$202K +2,904 New
SA
1317
Shilanski & Associates
Alaska
$209K +$202K +2,904 New
CGFA
1318
Colton Groome Financial Advisors
North Carolina
$209K +$202K +2,909 New
CAM
1319
Crestone Asset Management
Colorado
$207K +$200K +2,876 New
JWM
1320
Jeppson Wealth Management
California
$206K -$35.4K -510 -15%
HHGA
1321
Halbert Hargrove Global Advisors
California
$206K +$198K +2,857 New
AWAP
1322
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$206K +$199K +2,860 New
VC
1323
Veracity Capital
Georgia
$206K +$199K +2,865 New
FANJ
1324
Financial Architects (New Jersey)
New Jersey
$206K +$199K +2,873 New
BBNA
1325
Bremer Bank National Association
Minnesota
$204K -$67.8K -977 -26%
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