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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1576
LJI Wealth Management
Indiana
$224K – – –
TPWA
1577
TRUE Private Wealth Advisors
Oregon
$223K +$3.62K +55 +2%
TW
1578
Towerpoint Wealth
California
$223K -$659 -10 -0.3%
FFA
1579
Fi3 Financial Advisors
Indiana
$223K +$193K +2,931 New
RDWM
1580
Red Door Wealth Management
Tennessee
$222K -$44.5K -676 -18%
HB
1581
HTLF Bank
Colorado
$222K +$202K +3,071 New
HIC
1582
Holderness Investments Company
North Carolina
$221K +$3.29K +50 +2%
USWIA
1583
UP Strategic Wealth Investment Advisors
Pennsylvania
$221K -$4.35K -66 -2%
TCM
1584
Triumph Capital Management
Colorado
$221K -$29.7K -451 -13%
FPAS
1585
Focus Partners Advisor Solutions
Missouri
$220K +$201K +3,046 New
TF
1586
Trek Financial
Arizona
$220K -$5.27K -80 -3%
FTIS
1587
First Trust Investment Solutions
Florida
$220K +$200K +3,038 New
GC
1588
Garde Capital
Washington
$219K +$90.4K +1,373 +82%
GS
1589
GTS Securities
Florida
$219K -$1.78M -27,094 -90%
WA1
1590
Wimmer Associates 1
California
$218K -$23.5K -357 -11%
SSA
1591
Sierra Summit Advisors
Nevada
$217K -$19.8K -300 -9%
SDJVC
1592
St. Denis J. Villere & Co
Louisiana
$217K – – –
CFD
1593
Creative Financial Designs
Indiana
$217K +$46.4K +705 +31%
BAM
1594
Brave Asset Management
New Jersey
$216K – – –
WCM
1595
Wedge Capital Management
North Carolina
$216K +$2.11K +32 +1%
CWS
1596
Confluence Wealth Services
Pennsylvania
$214K -$20.7K -315 -10%
EB
1597
Eastern Bank
Massachusetts
$213K – – –
NRC
1598
New Republic Capital
North Carolina
$213K -$83.6K -1,270 -30%
HWP
1599
Highline Wealth Partners
California
$213K – – –
SWM
1600
Seed Wealth Management
Illinois
$213K – – –
62 63
64
65 66