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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1576
SOA Wealth Advisors
New York
$221K +$15.1K +261 +9%
KA
1577
KLCM Advisors
Wisconsin
$221K +$185K +3,205 New
SIC
1578
Sigma Investment Counselors
Michigan
$220K +$185K +3,199 New
DC
1579
Defender Capital
North Carolina
$219K +$184K +3,190 New
TA
1580
TFG Advisers
Michigan
$218K +$183K +3,168 New
TBWA
1581
Three Bridge Wealth Advisors
California
$217K +$182K +3,157 New
WCF
1582
West Coast Financial
California
$217K +$182K +3,151 New
CFO
1583
Collective Family Office
Pennsylvania
$216K +$182K +3,146 New
FCG
1584
Fielder Capital Group
Tennessee
$215K +$181K +3,128 New
TF
1585
Trek Financial
Arizona
$215K +$181K +3,126 New
USWIA
1586
UP Strategic Wealth Investment Advisors
Pennsylvania
$215K +$180K +3,119 New
TTWM
1587
TCV Trust & Wealth Management
Virginia
$214K +$180K +3,112 New
LWM
1588
LJI Wealth Management
Indiana
$213K +$179K +3,102 New
TW
1589
Towerpoint Wealth
California
$213K +$179K +3,092 New
EMFAT
1590
Emerald Mutual Fund Advisers Trust
Pennsylvania
$212K +$60K +1,039 +51%
HFM
1591
Harvest Fund Management
China
$212K +$157K +2,714 +756%
YIH
1592
Y-Intercept (HK)
Hong Kong
$212K -$2.28M -39,425 -93%
CWC
1593
Carolinas Wealth Consulting
North Carolina
$209K -$8.37K -145 -5%
NL
1594
NWAM LLC
Washington
$209K +$176K +3,040 New
TPWA
1595
TRUE Private Wealth Advisors
Oregon
$209K +$175K +3,033 New
C1AG
1596
Client 1st Advisory Group
Florida
$209K +$175K +3,031 New
CP
1597
Castleview Partners
Texas
$208K +$41.9K +726 +32%
HIC
1598
Holderness Investments Company
North Carolina
$207K +$174K +3,010 New
HA
1599
Harbor Advisors
Florida
$206K +$173K +3,000 New
SDJVC
1600
St. Denis J. Villere & Co
Louisiana
$206K +$173K +3,000 New
62 63
64
65 66