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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
C
1301
Covestor
United Kingdom
$282K -$4.42K -57 -2%
EFG
1302
Everhart Financial Group
Ohio
$282K -$122K -1,575 -32%
DIA
1303
Davidson Investment Advisors
Montana
$282K -$34.9K -450 -12%
HVIA
1304
Hudson Valley Investment Advisors
New York
$281K – – –
EB
1305
Eastern Bank
Massachusetts
$280K – – –
BAM
1306
Boyar Asset Management
New York
$279K – – –
SFA
1307
Source Financial Advisors
New York
$278K +$259K +3,341 New
TBWA
1308
Three Bridge Wealth Advisors
California
$278K – – –
JSW
1309
Journey Strategic Wealth
New Jersey
$277K +$23.9K +308 +10%
CCM
1310
Chiron Capital Management
Florida
$275K -$23.3K -300 -8%
LHC
1311
Little House Capital
Massachusetts
$275K – – –
KTC
1312
Kistler-Tiffany Companies
Pennsylvania
$273K +$190K +2,445 +294%
LRIA
1313
Leonard Rickey Investment Advisors
Washington
$271K +$253K +3,255 New
SF
1314
Summit Financial
New Jersey
$270K +$9K +116 +4%
WAM
1315
Wolverine Asset Management
Illinois
$270K +$251K +3,239 New
VV
1316
Verity & Verity
South Carolina
$269K – – –
JFGIW
1317
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$268K – – –
SA
1318
Syntax Advisors
New York
$268K -$34.7K -447 -12%
VCG
1319
Vantage Consulting Group
Virginia
$268K -$34.7K -447 -12%
CHP
1320
Cable Hill Partners
Oregon
$267K +$22K +284 +10%
BAM
1321
Brave Asset Management
New Jersey
$266K – – –
WCM
1322
Wedge Capital Management
North Carolina
$266K +$248K +3,191 New
GIM
1323
Grassi Investment Management
California
$266K +$248K +3,193 New
SWM
1324
Stockman Wealth Management
Montana
$265K – – –
SWM
1325
Seed Wealth Management
Illinois
$264K +$246K +3,167 New
51 52
53
54 55