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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
1576
TCV Trust & Wealth Management
Virginia
$225K – – –
BBNA
1577
Bremer Bank National Association
Minnesota
$225K +$205K +3,106 New
LWM
1578
LJI Wealth Management
Indiana
$224K – – –
TPWA
1579
TRUE Private Wealth Advisors
Oregon
$223K +$3.62K +55 +2%
TW
1580
Towerpoint Wealth
California
$223K -$659 -10 -0.3%
FFA
1581
Fi3 Financial Advisors
Indiana
$223K +$193K +2,931 New
RDWM
1582
Red Door Wealth Management
Tennessee
$222K -$44.5K -676 -18%
HB
1583
HTLF Bank
Colorado
$222K +$202K +3,071 New
HIC
1584
Holderness Investments Company
North Carolina
$221K +$3.29K +50 +2%
USWIA
1585
UP Strategic Wealth Investment Advisors
Pennsylvania
$221K -$4.35K -66 -2%
TCM
1586
Triumph Capital Management
Colorado
$221K -$29.7K -451 -13%
FPAS
1587
Focus Partners Advisor Solutions
Missouri
$220K +$201K +3,046 New
TF
1588
Trek Financial
Arizona
$220K -$5.27K -80 -3%
FTIS
1589
First Trust Investment Solutions
Florida
$220K +$200K +3,038 New
GC
1590
Garde Capital
Washington
$219K +$90.4K +1,373 +82%
GS
1591
GTS Securities
Florida
$219K -$1.78M -27,094 -90%
WA1
1592
Wimmer Associates 1
California
$218K -$23.5K -357 -11%
SSA
1593
Sierra Summit Advisors
Nevada
$217K -$19.8K -300 -9%
SDJVC
1594
St. Denis J. Villere & Co
Louisiana
$217K – – –
CFD
1595
Creative Financial Designs
Indiana
$217K +$46.4K +705 +31%
BAM
1596
Brave Asset Management
New Jersey
$216K – – –
WCM
1597
Wedge Capital Management
North Carolina
$216K +$2.11K +32 +1%
CWS
1598
Confluence Wealth Services
Pennsylvania
$214K -$20.7K -315 -10%
EB
1599
Eastern Bank
Massachusetts
$213K – – –
NRC
1600
New Republic Capital
North Carolina
$213K -$83.6K -1,270 -30%
62 63
64
65 66