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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HAI
1701
Hennessy Advisors Inc
California
$274K -$502K -6,000 -67%
SMH
1702
Sanders Morris Harris
Texas
$274K -$83.7K -1,000 -25%
MF
1703
Manuka Financial
Virginia
$274K – – –
MWA
1704
Martel Wealth Advisors
Washington
$274K – – –
SSA
1705
Sierra Summit Advisors
Nevada
$274K – – –
SL
1706
Sentinus LLC
Illinois
$274K -$41K -490 -14%
FHA
1707
Flagship Harbor Advisors
Massachusetts
$273K -$5.11K -61 -2%
CA
1708
Cornerstone Advisory
Maryland
$273K +$167 +2 +0.1%
GWANC
1709
Guardian Wealth Advisors (North Carolina)
North Carolina
$273K -$27.5K -329 -10%
BAM
1710
Brave Asset Management
New Jersey
$273K – – –
IC
1711
Inscription Capital
Texas
$271K -$379K -4,530 -60%
PCM
1712
Prelude Capital Management
New York
$270K +$248K +2,963 New
CCM
1713
Chilton Capital Management
Texas
$270K +$2.35K +28 +1%
MPWS
1714
McCarter Private Wealth Services
Massachusetts
$268K +$246K +2,941 New
RFP
1715
Root Financial Partners
California
$268K -$212K -2,528 -46%
SWM
1716
Stockman Wealth Management
Montana
$268K – – –
RFN
1717
RDA Financial Network
Iowa
$267K +$245K +2,929 New
WA1
1718
Wimmer Associates 1
California
$267K – – –
SCM
1719
Stevens Capital Management
Pennsylvania
$266K -$678K -8,103 -74%
HB
1720
Horizon Bancorp
Indiana
$265K +$50.7K +605 +26%
CFS
1721
Coordinated Financial Services
Colorado
$265K -$49.8K -595 -17%
CFS
1722
CRA Financial Services
New Jersey
$264K -$11.4K -136 -4%
CWMK
1723
Caliber Wealth Management (Kansas)
Kansas
$264K +$3.94K +47 +2%
BFA
1724
Beaumont Financial Advisors
Massachusetts
$264K +$11.7K +140 +5%
AL
1725
ACAS LLC
California
$263K -$4.19K -50 -2%
67 68
69
70 71