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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BPW
1326
BlueDoor Private Wealth
Massachusetts
$790K +$4.2K +46 +0.5%
RCG
1327
Regatta Capital Group
California
$790K -$21.1K -231 -3%
TC
1328
TownSquare Capital
Utah
$785K +$44.1K +484 +6%
CIA
1329
Capital Investment Advisors
Georgia
$785K -$49.5K -543 -6%
BCM
1330
Boltwood Capital Management
California
$781K +$38.6K +423 +5%
SPC
1331
Sigma Planning Corp
Michigan
$779K -$919K -10,073 -54%
ACA
1332
Atlas Capital Advisors
Wyoming
$777K +$666K +7,306 +654%
IFG
1333
Independent Financial Group
California
$776K +$41.8K +458 +6%
FCP
1334
Fidelis Capital Partners
Florida
$774K -$23.5K -258 -3%
PFBT
1335
Parkside Financial Bank & Trust
Missouri
$774K -$17.2K -189 -2%
LCGC
1336
Legacy Capital Group California
California
$768K -$20.2K -222 -3%
NP
1337
Nilsine Partners
Colorado
$768K -$70.9K -777 -9%
RAM
1338
Ramirez Asset Management
New York
$766K -$547 -6 -0.1%
DJSG
1339
D.J. St. Germain
Massachusetts
$762K +$5.75K +63 +0.8%
HWA
1340
HMV Wealth Advisors
Louisiana
$761K – – –
CFO
1341
CVA Family Office
Colorado
$758K -$12.1K -133 -2%
SIC
1342
Sterling Investment Counsel
New York
$753K +$134K +1,466 +22%
SIC
1343
Sigma Investment Counselors
Michigan
$752K +$436K +4,784 +142%
SIG
1344
Sky Investment Group
Connecticut
$752K +$115K +1,260 +18%
RS
1345
R Squared
Hong Kong
$747K +$739K +8,099 New
CM
1346
Capula Management
Cayman Islands
$747K +$160K +1,754 +28%
RA
1347
RFG Advisory
Alabama
$746K -$67.9K -745 -8%
JC
1348
JB Capital
Connecticut
$746K -$958K -10,501 -57%
LWM
1349
Lyell Wealth Management
California
$745K – – –
IWM
1350
IHT Wealth Management
Illinois
$743K -$1.64K -18 -0.2%
52 53
54
55 56