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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MIP
1376
Mondrian Investment Partners
United Kingdom
$354K +$85.6K +1,482 +40%
APP
1377
Avantax Planning Partners
Iowa
$352K -$23.2K -401 -7%
TAM
1378
Trillium Asset Management
Massachusetts
$352K – – –
CCM
1379
Chilton Capital Management
Texas
$352K +$3.18K +55 +1%
HTC
1380
Haverford Trust Company
Pennsylvania
$351K +$51.9K +899 +21%
SI
1381
Seeds Investor
New York
$347K +$291K +5,038 New
NWM
1382
Napa Wealth Management
California
$345K +$290K +5,020 New
VCM
1383
Viewpoint Capital Management
Washington
$344K – – –
EFG
1384
Ethos Financial Group
Pennsylvania
$344K +$288K +4,984 New
KWAG
1385
Kiely Wealth Advisory Group
North Carolina
$343K +$308K +5,326 New
JIC
1386
Joel Isaacson & Co
New York
$343K +$1.62K +28 +0.6%
TSWM
1387
Triangle Securities Wealth Management
North Carolina
$342K -$69.9K -1,210 -20%
KWM
1388
Kingsview Wealth Management
Oregon
$340K -$1.83M -31,762 -87%
AAS
1389
Annex Advisory Services
Wisconsin
$339K -$103K -1,778 -26%
CDH
1390
Charles D. Hyman
$339K – – –
BFG
1391
Berger Financial Group
Minnesota
$338K +$23.5K +407 +9%
AWA
1392
Arete Wealth Advisors
Illinois
$336K +$46.4K +803 +20%
PA
1393
Procyon Advisors
Connecticut
$336K -$1.63M -28,200 -85%
BJL
1394
Brighton Jones LLC
Washington
$336K -$2.71K -47 -1%
RZH
1395
Relyea Zuckerberg Hanson
Connecticut
$336K +$3.64K +63 +1%
DP
1396
Denver PWM
Colorado
$334K +$2.08K +36 +0.7%
SMA
1397
Sage Mountain Advisors
Georgia
$332K +$64.6K +1,118 +30%
KFS
1398
Kaizen Financial Strategies
California
$332K -$122K -2,110 -30%
MMC
1399
Mizuho Markets Cayman
Cayman Islands
$331K -$1.25M -21,718 -82%
AFA
1400
Arlington Financial Advisors
California
$331K +$278K +4,810 New
54 55
56
57 58