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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1526
Landaas & Company
Wisconsin
$204K +$189K +3,600 New
HFM
1527
Harvest Fund Management
China
$204K +$189K +3,601 New
AL
1528
ACAS LLC
California
$203K +$188K +3,584 New
TCM
1529
Telos Capital Management
California
$201K +$186K +3,553 New
MPWT
1530
MassMutual Private Wealth & Trust
Connecticut
$200K +$81.2K +1,551 +78%
CWC
1531
Carolinas Wealth Consulting
North Carolina
$194K +$2.41K +46 +1%
PAM
1532
Paradigm Asset Management
New York
$187K -$477K -9,100 -73%
ODG
1533
O'Dell Group
Ohio
$187K +$173K +3,295 New
CSS
1534
Cubist Systematic Strategies
Connecticut
$175K -$40.2M -766,910 -100%
HIA
1535
Harbor Investment Advisory
Maryland
$174K +$357K +6,818 +287%
EMFAT
1536
Emerald Mutual Fund Advisers Trust
Pennsylvania
$173K +$160K +3,049 New
TWM
1537
Tradition Wealth Management
Minnesota
$170K +$43.3K +827 +38%
TF
1538
TimeScale Financial
Massachusetts
$168K +$733 +14 +0.5%
HWP
1539
Highline Wealth Partners
California
$167K +$153K +2,920 +11,231%
HWA
1540
HHM Wealth Advisors
Tennessee
$164K +$11.5K +220 +8%
SWA
1541
SOA Wealth Advisors
New York
$164K +$7.49K +143 +5%
MAM
1542
Magellan Asset Management
Australia
$161K +$149K +2,843 New
PB
1543
Pinnacle Bancorp
Nebraska
$161K +$36.7K +700 +33%
WT
1544
Washington Trust
Rhode Island
$157K +$8.85K +169 +6%
MFG
1545
Mendota Financial Group
Wisconsin
$157K +$145K +2,772 New
KSWA
1546
Kathleen S. Wright Associates
Pennsylvania
$153K – – –
BTI
1547
Blue Trust Inc
Georgia
$153K -$441K -8,413 -74%
LF
1548
Lee Financial
Texas
$148K +$9.69K +185 +8%
GFPC
1549
Global Financial Private Client
Florida
$148K -$27.1K -517 -17%
WPWM
1550
Western Pacific Wealth Management
Illinois
$147K +$18.1K +346 +15%
60 61
62
63 64