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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1751
Confluence Wealth Services
Pennsylvania
$274K – – –
TWM
1752
Thrive Wealth Management
Pennsylvania
$271K -$3.7K -39 -1%
CVA
1753
Central Valley Advisors
California
$271K +$269K +2,838 New
VCA
1754
Verdence Capital Advisors
Maryland
$271K +$1.9K +20 +0.7%
RFP
1755
Root Financial Partners
California
$270K -$10.1K -106 -4%
CCG
1756
Cypress Capital Group
Florida
$270K – – –
PB
1757
Pinnacle Bancorp
Nebraska
$269K -$24.9K -262 -9%
SGK
1758
Steigerwald Gordon & Koch
Virginia
$268K +$57.1K +602 +27%
LWM
1759
LJI Wealth Management
Indiana
$268K – – –
TW
1760
TritonPoint Wealth
Maryland
$267K +$10.5K +111 +4%
AIA
1761
Allied Investment Advisors
Montana
$266K +$265K +2,789 New
KA
1762
Kovack Advisors
Florida
$266K – – –
LA
1763
LVW Advisors
New York
$265K +$12.8K +135 +5%
AWAG
1764
ARS Wealth Advisors Group
Florida
$264K +$9.87K +104 +4%
PHWM
1765
Pine Harbor Wealth Management
Maryland
$264K +$31.7K +334 +14%
RA
1766
Riversedge Advisors
Delaware
$263K +$262K +2,758 New
CA
1767
CGN Advisors
Kansas
$263K +$262K +2,758 New
PFM
1768
Patton Fund Management
Texas
$263K – – –
CA
1769
Claro Advisors
Massachusetts
$262K -$1.04K -11 -0.4%
SPWM
1770
Straight Path Wealth Management
Michigan
$261K – – –
FBT
1771
First Bank & Trust
South Dakota
$261K +$259K +2,730 New
SQA
1772
Simon Quick Advisors
New Jersey
$260K +$27.1K +286 +12%
ST
1773
Smithfield Trust
Pennsylvania
$260K – – –
WWC
1774
Waypoint Wealth Counsel
Georgia
$260K +$258K +2,718 New
TBWA
1775
Three Bridge Wealth Advisors
California
$259K -$119K -1,252 -32%
69 70
71
72 73