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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LHC
1601
Little House Capital
Massachusetts
$239K – – –
OWA
1602
Opal Wealth Advisors
New York
$239K -$7.18K -96 -3%
SIC
1603
Sigma Investment Counselors
Michigan
$237K – – –
LTAS
1604
Linden Thomas Advisory Services
North Carolina
$237K -$3.59K -48 -1%
CWS
1605
Confluence Wealth Services
Pennsylvania
$236K +$215K +2,870 New
KWM
1606
Kolinsky Wealth Management
New Jersey
$235K +$150 +2 +0.1%
CPL
1607
CAP Partners LLC
Tennessee
$234K +$3.37K +45 +1%
BWA
1608
Blodgett Wealth Advisors
California
$234K – – –
WPP
1609
Whalerock Point Partners
Rhode Island
$234K – – –
CSPIA
1610
Cary Street Partners Investment Advisory
Virginia
$234K -$6.25M -83,524 -96%
RWA
1611
Redhawk Wealth Advisors
Minnesota
$233K +$299 +4 +0.1%
ALAM
1612
Asahi Life Asset Management
Japan
$232K +$235K +3,140 New
GWANC
1613
Guardian Wealth Advisors (North Carolina)
North Carolina
$232K +$234K +3,133 New
BCA
1614
Bay Colony Advisors
Massachusetts
$231K +$374 +5 +0.2%
FAFN
1615
First Affirmative Financial Network
Colorado
$230K -$8.08K -108 -3%
AL
1616
ACAS LLC
California
$229K +$210K +2,801 New
TTWM
1617
TCV Trust & Wealth Management
Virginia
$228K +$231K +3,082 New
HHWM
1618
Hiley Hunt Wealth Management
Nebraska
$228K +$230K +3,078 New
PB
1619
Pinnacle Bancorp
Nebraska
$228K +$26.2K +350 +13%
RDWM
1620
Red Door Wealth Management
Tennessee
$228K -$18.7K -250 -8%
SPWM
1621
Spartan Planning & Wealth Management
North Carolina
$227K +$229K +3,066 New
FHA
1622
First Horizon Advisors
Tennessee
$227K +$7.18K +96 +3%
PIA
1623
Perennial Investment Advisors
California
$226K -$13.3K -178 -6%
VCA
1624
Verdence Capital Advisors
Maryland
$226K -$8.9K -119 -4%
WCF
1625
West Coast Financial
California
$226K -$13.9K -186 -6%
63 64
65
66 67