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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
1576
OneFund LLC
Florida
$390K +$14.7K +155 +4%
CB
1577
CNB Bank
Pennsylvania
$390K -$5.32K -56 -1%
USWIA
1578
UP Strategic Wealth Investment Advisors
Pennsylvania
$389K -$380 -4 -0.1%
ACA
1579
Affinity Capital Advisors
California
$386K – – –
AIP
1580
Almanack Investment Partners
Pennsylvania
$385K +$148K +1,557 +63%
SW
1581
Simplicity Wealth
New Jersey
$385K -$661K -6,968 -63%
PWA
1582
Principia Wealth Advisory
Texas
$384K +$1.04K +11 +0.3%
CAU
1583
Caxton Associates (UK)
$384K +$71.8K +756 +23%
CG
1584
CFO4Life Group
Texas
$383K -$15.8K -166 -4%
SMH
1585
Sanders Morris Harris
Texas
$382K +$94.9K +1,000 +33%
LFAS
1586
Level Four Advisory Services
Texas
$382K -$13.6K -143 -3%
ICP
1587
Interchange Capital Partners
Pennsylvania
$381K +$162K +1,711 +75%
NRW
1588
Nova R Wealth
Kansas
$380K +$4.08K +43 +1%
MCCP
1589
Mission Creek Capital Partners
California
$379K +$10.9K +115 +3%
RBC
1590
Romano Brothers & Co
Illinois
$379K – – –
HWA
1591
HHM Wealth Advisors
Tennessee
$379K -$31.9K -336 -8%
CT
1592
Chicago Trust
Illinois
$379K +$64.9K +684 +21%
GGI
1593
Godsey & Gibb Inc
Virginia
$378K +$376K +3,964 New
FA
1594
Faithward Advisors
Pennsylvania
$378K +$1.14K +12 +0.3%
EL
1595
Essex LLC
Illinois
$378K -$8.73K -92 -2%
ASG
1596
Ariston Services Group
California
$378K – – –
VST
1597
Van Strum & Towne
California
$377K – – –
BFO
1598
Biltmore Family Office
North Carolina
$376K +$3.42K +36 +0.9%
FBFS
1599
First Business Financial Services
Wisconsin
$375K – – –
FRM
1600
Fox Run Management
Connecticut
$374K +$372K +3,921 New
62 63
64
65 66