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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
1351
WESPAC Advisors SoCal
California
$430K – – –
PWPS
1352
Pinnacle Wealth Planning Services
Ohio
$429K +$42.5K +568 +11%
PWP
1353
Principle Wealth Partners
Connecticut
$428K +$11.2K +150 +3%
RWP
1354
Ridgecrest Wealth Partners
California
$427K – – –
SHGA
1355
Sand Hill Global Advisors
California
$425K – – –
VAMG
1356
Voisard Asset Management Group
Michigan
$425K +$150 +2 +0%
DI
1357
Diligent Investors
California
$424K – – –
RS
1358
R Squared
Hong Kong
$423K +$427K +5,711 New
AAS
1359
Ameritas Advisory Services
Nebraska
$422K +$427K +5,702 New
ECG
1360
Edge Capital Group
Georgia
$416K +$22.7K +304 +6%
HFM
1361
Harvest Fund Management
China
$415K +$419K +5,602 +140,050%
HTC
1362
Haverford Trust Company
Pennsylvania
$414K -$262K -3,495 -38%
BOM
1363
Bank of Marin
California
$414K -$14.4K -192 -3%
QPWM
1364
Quadrant Private Wealth Management
Pennsylvania
$414K -$7.63K -102 -2%
AWA
1365
Arete Wealth Advisors
Illinois
$414K +$47.9K +640 +13%
KWA
1366
Kingswood Wealth Advisors
California
$412K -$578K -7,725 -58%
CW
1367
CreativeOne Wealth
Kansas
$411K +$416K +5,559 New
QC
1368
Quadrature Capital
United Kingdom
$410K -$7.29M -97,489 -95%
LFM
1369
LGT Fund Management
Liechtenstein
$407K -$175K -2,335 -30%
TSS
1370
Two Sigma Securities
New York
$407K -$1.75M -23,446 -81%
PL
1371
Perpetual Ltd
Australia
$406K -$22.7K -303 -5%
EW
1372
Enzi Wealth
Texas
$406K +$2.92K +39 +0.8%
PFA
1373
Pure Financial Advisors
California
$406K +$524 +7 +0.1%
CAWM
1374
Capital A Wealth Management
Pennsylvania
$406K +$411K +5,486 New
FT
1375
Fiduciary Trust
Massachusetts
$406K -$87K -1,163 -18%
53 54
55
56 57