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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1601
Seed Wealth Management
Illinois
$263K – – –
CFA
1602
CWS Financial Advisors
Michigan
$262K – – –
SPWM
1603
Spartan Planning & Wealth Management
North Carolina
$262K +$22.1K +281 +9%
SNPAM
1604
St. Nicholas Private Asset Management
Florida
$261K – – –
FRM
1605
Fox Run Management
Connecticut
$260K -$1.05M -13,337 -80%
GWANC
1606
Guardian Wealth Advisors (North Carolina)
North Carolina
$260K +$14.8K +188 +6%
SFG
1607
Shum Financial Group
California
$260K +$46.1K +588 +22%
LWM
1608
LongView Wealth Management
Georgia
$258K +$863 +11 +0.3%
FHA
1609
First Horizon Advisors
Tennessee
$258K +$18.6K +237 +8%
TA
1610
TrueWealth Advisors
Alabama
$258K -$4.63K -59 -2%
BCA
1611
Bay Colony Advisors
Massachusetts
$257K +$13.7K +175 +6%
WCM
1612
Wedge Capital Management
North Carolina
$256K +$257K +3,273 New
PIA
1613
Perennial Investment Advisors
California
$256K +$17.2K +219 +7%
LPT
1614
Legacy Private Trust
Wisconsin
$256K -$7.06K -90 -3%
LTAS
1615
Linden Thomas Advisory Services
North Carolina
$255K +$4.95K +63 +2%
APG
1616
Abacus Planning Group
South Carolina
$255K +$22.2K +283 +10%
BAM
1617
BOS Asset Management
Illinois
$255K -$7.85K -100 -3%
DE
1618
Diversified Enterprises
Delaware
$254K +$255K +3,248 New
LHC
1619
Little House Capital
Massachusetts
$253K – – –
WA1
1620
Wimmer Associates 1
California
$252K -$4.71K -60 -2%
QC
1621
Quent Capital
New York
$250K +$26.4K +337 +12%
SIC
1622
Sigma Investment Counselors
Michigan
$250K – – –
CA
1623
Calton & Associates
Florida
$250K +$251K +3,197 New
AC
1624
AlphaCore Capital
California
$250K +$251K +3,192 New
BGAI
1625
Bruce G. Allen Investments
Colorado
$249K +$21.7K +277 +10%
63 64
65
66 67