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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SDJVC
1601
St. Denis J. Villere & Co
Louisiana
$206K +$173K +3,000 New
GFS
1602
GYL Financial Synergies
Connecticut
$206K +$173K +2,989 New
BAM
1603
Brave Asset Management
New Jersey
$206K +$173K +2,988 New
OFG
1604
Oxford Financial Group
Indiana
$204K +$172K +2,971 New
SWM
1605
Seed Wealth Management
Illinois
$203K +$170K +2,942 New
WCM
1606
Wedge Capital Management
North Carolina
$203K +$170K +2,951 New
EB
1607
Eastern Bank
Massachusetts
$203K +$170K +2,950 New
HWP
1608
Highline Wealth Partners
California
$203K – – –
PB
1609
Pinnacle Bancorp
Nebraska
$202K +$3.41K +59 +2%
SCM
1610
Steele Capital Management
Iowa
$202K +$170K +2,939 New
BCA
1611
Bay Colony Advisors
Massachusetts
$202K +$170K +2,936 New
HWA
1612
HHM Wealth Advisors
Tennessee
$202K – – –
AP
1613
Adero Partners
California
$201K +$169K +2,918 New
VT
1614
Vise Technologies
New York
$201K +$168K +2,915 New
TFA
1615
Teamwork Financial Advisors
Texas
$200K +$168K +2,912 New
LSA
1616
Leonteq Securities AG
Switzerland
$199K -$874K -15,133 -84%
FMP
1617
Financial Management Professionals
Texas
$197K +$16.8K +291 +11%
SA
1618
SRH Advisors
Kansas
$196K +$23.1K +400 +16%
MAM
1619
Magellan Asset Management
Australia
$196K – – –
QC
1620
Quent Capital
New York
$194K +$53.9K +933 +49%
TVAMP
1621
Tennessee Valley Asset Management Partners
Tennessee
$191K +$160K +2,775 New
GWS
1622
Glassman Wealth Services
Virginia
$188K -$9.01K -156 -5%
PIM
1623
Plato Investment Management
Australia
$181K +$152K +2,636 New
GBT
1624
Grove Bank & Trust
Florida
$176K -$57.8K -1,000 -28%
RP
1625
Rowlandmiller & Partners
Georgia
$171K – – –
63 64
65
66 67