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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1901
Core Alternative Capital
Georgia
$239K +$38.2K +390 +18%
AIP
1902
Almanack Investment Partners
Pennsylvania
$238K – – –
SFWA
1903
Summit Financial Wealth Advisors
Louisiana
$238K +$24.6K +251 +11%
BDFN
1904
Bond & Devick Financial Network
Minnesota
$238K -$687 -7 -0.3%
WTFG
1905
Wood Tarver Financial Group
Idaho
$238K +$294 +3 +0.1%
LRPA
1906
L. Roy Papp & Associates
Arizona
$237K +$294 +3 +0.1%
MAM
1907
Morse Asset Management
Connecticut
$237K +$25.5K +260 +11%
IFPL
1908
Investments & Financial Planning LLC
Kentucky
$236K +$1.08K +11 +0.4%
CPIA
1909
Cornell Pochily Investment Advisors
New York
$236K +$20.1K +205 +9%
NCM
1910
Northside Capital Management
Oregon
$236K – – –
HAI
1911
Hennessy Advisors Inc
California
$235K -$98.1K -1,000 -29%
TPA
1912
Trivium Point Advisory
Connecticut
$234K -$5.49M -55,961 -96%
MCM
1913
Manchester Capital Management
Vermont
$233K +$11.5K +117 +5%
GD
1914
Grandfield & Dodd
New York
$233K -$588 -6 -0.2%
PFM
1915
Patton Fund Management
Texas
$233K – – –
GIA
1916
Guyasuta Investment Advisors
Pennsylvania
$232K – – –
SPC
1917
Spirepoint Private Client
Florida
$232K +$31.4K +320 +15%
PFA
1918
Pathway Financial Advisors
Vermont
$232K – – –
SWM
1919
Segment Wealth Management
Texas
$232K -$48.2K -491 -17%
CIM
1920
Capital Investment Management
Missouri
$231K -$392 -4 -0.2%
DBRC
1921
D.B. Root & Company
Pennsylvania
$230K +$5K +51 +2%
NIA
1922
NBZ Investment Advisors
Tennessee
$230K +$240K +2,445 New
SWM
1923
Silverlake Wealth Management
Vermont
$229K +$24.1K +246 +11%
DWA
1924
Douglass Winthrop Advisors
New York
$229K -$379K -3,861 -61%
RRWA
1925
Rainey & Randall Wealth Advisors
Florida
$229K +$490 +5 +0.2%
75 76
77
78 79