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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
1601
Highline Wealth Partners
California
$213K – – –
SWM
1602
Seed Wealth Management
Illinois
$213K – – –
PB
1603
Pinnacle Bancorp
Nebraska
$213K – – –
FA
1604
Fermata Advisors
California
$213K -$79.7K -1,210 -29%
SCM
1605
Steele Capital Management
Iowa
$213K – – –
LTAS
1606
Linden Thomas Advisory Services
North Carolina
$212K +$193K +2,937 New
PL
1607
Plancorp LLC
Missouri
$212K +$193K +2,924 New
TBWA
1608
Three Bridge Wealth Advisors
California
$211K -$15.7K -238 -8%
AL
1609
ACAS LLC
California
$210K +$191K +2,900 New
BA
1610
Bluesphere Advisors
Pennsylvania
$210K +$191K +2,900 New
AWM
1611
Angeles Wealth Management
California
$209K +$191K +2,894 New
CWP
1612
Concord Wealth Partners
Virginia
$209K -$39.1K -593 -17%
CAM
1613
Crestone Asset Management
Colorado
$207K +$189K +2,868 New
SA
1614
SRH Advisors
Kansas
$207K – – –
KSWA
1615
Kathleen S. Wright Associates
Pennsylvania
$206K -$86.4K -1,312 -32%
CPL
1616
CAP Partners LLC
Tennessee
$206K +$188K +2,848 New
CA
1617
Commerzbank Aktiengesellschaft
Germany
$206K +$187K +2,840 New
AWM
1618
Aprio Wealth Management
Georgia
$206K +$187K +2,846 New
ACA
1619
Aspire Capital Advisors
Washington
$206K +$187K +2,844 New
NPP
1620
New Potomac Partners
Maryland
$206K +$187K +2,844 New
SMWM
1621
Silvia McColl Wealth Management
California
$205K +$190K +2,886 New
SAI
1622
Savvy Advisors Inc
New York
$205K +$187K +2,832 New
FFO
1623
Fiduciary Family Office
Florida
$204K +$186K +2,825 New
PFS
1624
Prospect Financial Services
New York
$204K +$186K +2,820 New
BWP
1625
Bernardo Wealth Planning
Pennsylvania
$203K +$184K +2,801 New
63 64
65
66 67