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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CHP
1426
Cable Hill Partners
Oregon
$234K +$257K +4,257 New
VCP
1427
Verus Capital Partners
Arizona
$234K -$26.6K -440 -9%
QT
1428
Quantamental Technologies
New York
$233K +$257K +4,253 New
BWP
1429
BSW Wealth Partners
Colorado
$233K -$48.2K -797 -16%
CCG
1430
Cypress Capital Group
Florida
$233K +$9.85K +163 +4%
OTL
1431
Oak Thistle LLC
New York
$233K +$256K +4,236 New
OHWP
1432
Oak Harbor Wealth Partners
North Carolina
$232K +$121 +2 +0%
CRC
1433
Curi RMB Capital
Illinois
$232K +$23K +381 +10%
HTC
1434
Haverford Trust Company
Pennsylvania
$230K -$49.9K -825 -16%
SIM
1435
Studio Investment Management
Illinois
$230K +$252K +4,174 +32,108%
SFA
1436
Souders Financial Advisors
Ohio
$229K -$3.08K -51 -1%
BFA
1437
Beaumont Financial Advisors
Massachusetts
$229K +$725 +12 +0.3%
VV
1438
Verity & Verity
South Carolina
$228K +$4.53K +75 +2%
IAMOG
1439
Investors Asset Management of Georgia
Georgia
$228K +$60 +1 +0%
GC
1440
GFG Capital
Florida
$228K -$761K -12,587 -75%
SA
1441
Syntax Advisors
New York
$228K -$18K -298 -7%
VCG
1442
Vantage Consulting Group
Virginia
$228K -$18K -298 -7%
FBFS
1443
First Business Financial Services
Wisconsin
$228K +$9.49K +157 +4%
MPWT
1444
MassMutual Private Wealth & Trust
Connecticut
$228K +$37.3K +617 +17%
WFI
1445
West Family Investments
California
$227K – – –
CBFP
1446
Cedar Brook Financial Partners
Ohio
$227K +$24.4K +403 +11%
PWM
1447
Prosperity Wealth Management
California
$226K +$12.8K +211 +5%
FFL
1448
Future Fund LLC
Illinois
$226K -$45.1K -747 -15%
ET
1449
Equitable Trust
Tennessee
$226K – – –
VST
1450
Van Strum & Towne
California
$225K – – –
56 57
58
59 60