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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
1601
Holderness Investments Company
North Carolina
$225K – – –
NCFG
1602
New Century Financial Group
New Jersey
$225K +$225K +3,048 New
LTAS
1603
Linden Thomas Advisory Services
North Carolina
$224K +$7.98K +108 +4%
CT
1604
Chicago Trust
Illinois
$224K +$224K +3,033 New
NRC
1605
New Republic Capital
North Carolina
$223K +$5.61K +76 +3%
CPL
1606
CAP Partners LLC
Tennessee
$223K +$12.9K +174 +6%
FTIS
1607
First Trust Investment Solutions
Florida
$222K -$1.48K -20 -0.7%
AO
1608
Advisor OS
Illinois
$222K -$25.9K -351 -10%
SSA
1609
Sierra Summit Advisors
Nevada
$221K – – –
SDJVC
1610
St. Denis J. Villere & Co
Louisiana
$221K – – –
MSAM
1611
Moloney Securities Asset Management
Missouri
$221K +$221K +2,998 New
PA
1612
PFG Advisors
Arizona
$220K -$1.22M -16,550 -85%
BAM
1613
Brave Asset Management
New Jersey
$220K – – –
CWS
1614
Confluence Wealth Services
Pennsylvania
$220K +$2.07K +28 +0.9%
HWP
1615
Highline Wealth Partners
California
$217K +$369 +5 +0.2%
PB
1616
Pinnacle Bancorp
Nebraska
$217K – – –
SCM
1617
Steele Capital Management
Iowa
$217K – – –
GCP
1618
GSA Capital Partners
United Kingdom
$216K -$282K -3,820 -57%
TBWA
1619
Three Bridge Wealth Advisors
California
$215K – – –
TW
1620
TritonPoint Wealth
Maryland
$214K +$215K +2,908 New
CWC
1621
Carolinas Wealth Consulting
North Carolina
$214K -$22.2K -301 -9%
BA
1622
Bluesphere Advisors
Pennsylvania
$214K – – –
PPWM
1623
Paragon Private Wealth Management
Kentucky
$213K +$214K +2,897 New
EA
1624
Everpar Advisors
Oklahoma
$213K +$214K +2,897 New
HWA
1625
HHM Wealth Advisors
Tennessee
$213K -$17.6K -238 -8%
63 64
65
66 67