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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1551
CWS Financial Advisors
Michigan
$234K +$196K +3,401 New
ORAM
1552
One River Asset Management
Connecticut
$234K -$2.44M -42,250 -93%
WPP
1553
Whalerock Point Partners
Rhode Island
$234K +$196K +3,397 New
PCIG
1554
Partners Capital Investment Group
Massachusetts
$233K +$196K +3,389 New
MAWA
1555
Moss Adams Wealth Advisors
Washington
$233K +$195K +3,382 New
RAM
1556
Readystate Asset Management
Illinois
$233K -$2.97M -51,378 -94%
FFB
1557
First Financial Bankshares
Texas
$232K +$195K +3,375 New
SFG
1558
SNS Financial Group
Minnesota
$232K +$195K +3,373 New
SWP
1559
Semus Wealth Partners
Florida
$232K +$195K +3,372 New
CWM
1560
Centric Wealth Management
Illinois
$232K +$924 +16 +0.4%
WA1
1561
Wimmer Associates 1
California
$232K +$194K +3,366 New
SIG
1562
Sky Investment Group
Connecticut
$230K +$193K +3,345 New
LS
1563
Livforsakringsbolaget Skandia
Sweden
$230K +$90.9K +1,574 +89%
QWP
1564
Quotient Wealth Partners
Texas
$228K +$191K +3,314 New
MA
1565
MONECO Advisors
Connecticut
$228K +$191K +3,313 New
PIA
1566
Perennial Investment Advisors
California
$228K +$191K +3,311 New
TWM
1567
Thrive Wealth Management
Pennsylvania
$227K +$191K +3,304 New
PAM
1568
Paradigm Asset Management
New York
$227K – – –
SSA
1569
Sierra Summit Advisors
Nevada
$227K +$191K +3,300 New
MFG
1570
Mendota Financial Group
Wisconsin
$227K +$30.3K +525 +19%
CCA
1571
Cottonwood Capital Advisors
Utah
$226K +$190K +3,283 New
MFGM
1572
Marshall Financial Group (Maryland)
Maryland
$225K +$189K +3,272 New
CWS
1573
Confluence Wealth Services
Pennsylvania
$225K +$189K +3,269 New
VCP
1574
Verus Capital Partners
Arizona
$224K -$57.8K -1,000 -24%
FHA
1575
First Horizon Advisors
Tennessee
$223K +$15.8K +274 +9%
61 62
63
64 65