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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
1751
Veratis Advisors
North Carolina
$306K +$302K +3,314 New
IAS
1752
IMA Advisory Services
Colorado
$306K +$190K +2,084 +170%
KA
1753
Kovack Advisors
Florida
$305K -$46.2K -507 -14%
TCBWMS
1754
Texas Capital Bank Wealth Management Services
Texas
$305K -$62.8K -689 -17%
MO
1755
McMillan Office
Michigan
$304K – – –
VA
1756
Valmark Advisers
Ohio
$304K +$67.7K +742 +29%
BFM
1757
Boothbay Fund Management
New York
$304K -$734K -8,052 -71%
RA
1758
Range Advisory
Virginia
$304K -$41.6K -456 -12%
IF
1759
Integrity Financial
Wyoming
$303K – – –
LAM
1760
Lewis Asset Management
California
$301K +$297K +3,261 New
BAM
1761
BOS Asset Management
Illinois
$301K – – –
CCM
1762
Canal Capital Management
Virginia
$300K -$3.83K -42 -1%
FPCP
1763
Fort Point Capital Partners
California
$300K -$12K -132 -4%
S
1764
Sunpointe
Missouri
$300K -$249K -2,729 -46%
FMP
1765
Financial Management Professionals
Texas
$299K -$4.65K -51 -2%
SFO
1766
Stokes Family Office
Louisiana
$298K -$317K -3,476 -52%
AIM
1767
Axiom Investment Management
New York
$298K +$91 +1 +0%
AF
1768
Advisornet Financial
Minnesota
$298K +$153K +1,677 +108%
TPA
1769
Trivium Point Advisory
Connecticut
$298K +$67K +735 +29%
MFGM
1770
Marshall Financial Group (Maryland)
Maryland
$298K +$10K +110 +4%
TWM
1771
Thrive Wealth Management
Pennsylvania
$297K -$18.9K -207 -6%
LA
1772
LM Advisors
California
$297K +$270K +2,963 +935%
LPT
1773
Legacy Private Trust
Wisconsin
$296K – – –
AA
1774
Acorns Advisers
California
$296K +$47.3K +519 +19%
VAMG
1775
Voisard Asset Management Group
Michigan
$295K -$22.7K -249 -7%
69 70
71
72 73