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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMT
1501
CMT Capital Markets Trading
Germany
$277K +$277K +3,756 New
MFGM
1502
Marshall Financial Group (Maryland)
Maryland
$276K -$2.22K -30 -0.8%
FHA
1503
First Horizon Advisors
Tennessee
$275K -$5.02K -68 -2%
TWM
1504
Thrive Wealth Management
Pennsylvania
$275K +$8.13K +110 +3%
LFA
1505
Legacy Financial Advisors
Kentucky
$274K +$25.9K +351 +10%
SWP
1506
Semus Wealth Partners
Florida
$274K +$25.2K +341 +10%
CHP
1507
Cable Hill Partners
Oregon
$274K +$275K +3,723 New
HWP
1508
Hibernia Wealth Partners
Louisiana
$274K +$275K +3,717 New
BMMM
1509
Boston Mountain Money Management
Arkansas
$273K – – –
QFA
1510
Quantum Financial Advisors
California
$272K – – –
FCMT
1511
Founders Capital Management (Texas)
Texas
$271K – – –
FA
1512
Fiducient Advisors
Illinois
$270K +$813 +11 +0.3%
AIP
1513
Almanack Investment Partners
Pennsylvania
$270K – – –
LFAS
1514
Level Four Advisory Services
Texas
$270K -$301K -4,080 -53%
CK
1515
Cohen Klingenstein
New York
$270K – – –
CWP
1516
Curated Wealth Partners
California
$269K +$269K +3,647 New
WJWM
1517
Williams Jones Wealth Management
New York
$268K -$62K -839 -19%
FAIM
1518
Financial Advocates Investment Management
Washington
$268K -$23.9K -324 -8%
ACIM
1519
Azimuth Capital Investment Management
Michigan
$267K – – –
AFA
1520
AA Financial Advisors
Ohio
$265K -$31.4K -425 -11%
GD
1521
Grandfield & Dodd
New York
$265K – – –
CMAI
1522
Capital Management Associates Inc
Minnesota
$265K +$11.2K +151 +4%
SFA
1523
Source Financial Advisors
New York
$265K +$369 +5 +0.1%
PCS
1524
Private Client Services
Kentucky
$265K -$25K -338 -9%
B
1525
Birchbrook
Maine
$264K -$93.1K -1,260 -26%
59 60
61
62 63