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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
1876
Broadleaf Partners
Ohio
$248K – – –
AIA
1877
Allied Investment Advisors
Montana
$248K – – –
TPWA
1878
TRUE Private Wealth Advisors
Oregon
$248K -$1.57K -16 -0.6%
SWA
1879
SOA Wealth Advisors
New York
$247K +$34.5K +352 +15%
DOA
1880
D'Orazio & Associates
Virginia
$247K -$21.1K -215 -8%
CIM
1881
Catalyst Investment Management
New Hampshire
$247K -$45.5K -464 -15%
EL
1882
EWA LLC
Pennsylvania
$246K +$51.5K +525 +25%
TC
1883
TFR Capital
Texas
$246K +$4.71K +48 +2%
IHL
1884
Investment House LLC
California
$246K – – –
SB
1885
Strategic Blueprint
Georgia
$246K +$15.3K +156 +6%
MFS
1886
Mirabella Financial Services
United Kingdom
$245K -$81.4K -830 -24%
CIS
1887
Capital International Sarl
California
$245K +$256K +2,608 New
EV
1888
EJMK Ventures
Illinois
$244K +$49.9K +509 +24%
DT
1889
DV Trading
Illinois
$244K +$167K +1,700 +189%
FHA
1890
Flagship Harbor Advisors
Massachusetts
$244K -$18.1K -185 -7%
OW
1891
Olistico Wealth
Oklahoma
$244K +$98 +1 +0%
GKIM
1892
GW&K Investment Management
Massachusetts
$244K +$4.71K +48 +2%
MCWA
1893
Meadow Creek Wealth Advisors
Georgia
$244K +$254K +2,593 New
OA
1894
Oasis Advisors
Iowa
$244K +$255K +2,596 New
CFD
1895
Creative Financial Designs
Indiana
$243K +$7.36K +75 +3%
TW
1896
TritonPoint Wealth
Maryland
$243K +$33.2K +339 +15%
LTAS
1897
Linden Thomas Advisory Services
North Carolina
$243K -$6.67K -68 -3%
GCP
1898
GSA Capital Partners
United Kingdom
$242K -$893K -9,101 -78%
EWP
1899
Elevation Wealth Partners
California
$242K +$7.36K +75 +3%
RIA
1900
Regal Investment Advisors
Michigan
$242K +$252K +2,573 New
74 75
76
77 78