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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
1851
Brooklyn FI
New York
$224K – – –
MAM
1852
Mainsail Asset Management
Alabama
$224K +$222K +2,341 New
PCM
1853
Prospera Capital Management
Arizona
$223K +$570 +6 +0.3%
HNB
1854
Hilltop National Bank
Wyoming
$223K -$95 -1 -0%
FA
1855
Fountainhead AM
New Jersey
$222K -$39.7K -418 -15%
CPA
1856
Cardiff Park Advisors
California
$221K +$190 +2 +0.1%
MFA
1857
Morling Financial Advisors
California
$220K -$8.16K -86 -4%
PL
1858
Plancorp LLC
Missouri
$219K -$89.1K -939 -29%
LAMC
1859
Longview Asset Management (California)
California
$219K -$50.2K -529 -19%
W
1860
WorthPointe
California
$217K +$2.28K +24 +1%
IP
1861
Ignite Planners
California
$217K +$95 +1 +0%
FLII
1862
First Long Island Investors
New York
$217K -$35.2K -371 -14%
SFWA
1863
Summit Financial Wealth Advisors
Louisiana
$216K +$222K +2,338 New
CNB
1864
Camden National Bank
Maine
$215K -$7.02K -74 -3%
CPL
1865
CAP Partners LLC
Tennessee
$215K – – –
WA
1866
WP Advisors
California
$214K +$570 +6 +0.3%
NL
1867
NWAM LLC
Washington
$214K -$20.6K -217 -9%
BTD
1868
BankPlus Trust Department
Mississippi
$213K – – –
TWM
1869
Tumwater Wealth Management
Idaho
$213K – – –
ACA
1870
Aspire Capital Advisors
Washington
$211K +$209K +2,207 New
HTC
1871
Haverford Trust Company
Pennsylvania
$210K -$323K -3,400 -61%
MWA
1872
Medallion Wealth Advisors
Connecticut
$210K -$1.23K -13 -0.6%
GFWA
1873
Grey Fox Wealth Advisors
Delaware
$208K +$207K +2,180 New
UIA
1874
Ulland Investment Advisors
Minnesota
$207K +$12.4K +131 +6%
LAM
1875
Longboard Asset Management
Arizona
$207K +$206K +2,167 New
73 74
75
76 77