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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
2051
Twin Peaks Wealth Advisors
California
$115K +$120K +1,221 New
SAM
2052
Sherman Asset Management
California
$114K – – –
RMP
2053
Richards, Merrill & Peterson
Washington
$113K – – –
HIA
2054
Harbor Investment Advisory
Maryland
$111K -$654K -6,665 -85%
CBT
2055
Crews Bank & Trust
Florida
$110K – – –
AF
2056
Abound Financial
California
$110K – – –
PP
2057
Pacifica Partners
Canada
$110K – – –
FAMI
2058
Fideuram Asset Management (Ireland)
$109K -$1.65M -16,796 -94%
CA
2059
Crewe Advisors
Utah
$109K +$45.4K +463 +67%
QL
2060
Quarry LP
New York
$108K -$363K -3,705 -76%
C
2061
Covestor
United Kingdom
$107K -$44K -449 -28%
EF
2062
Entrust Financial
Pennsylvania
$107K -$981 -10 -0.9%
EI
2063
EFG International
$107K +$112K +1,138 New
ACM
2064
Anfield Capital Management
California
$107K +$111K +1,136 New
ASCM
2065
Adkins Seale Capital Management
Louisiana
$106K – – –
GK
2066
Graney & King
New York
$106K +$19.7K +201 +22%
LHEI
2067
Leo H. Evart Inc
California
$106K +$110K +1,123 New
ACA
2068
Atlas Capital Advisors
Wyoming
$105K +$110K +1,117 New
MEG
2069
Millstone Evans Group
Colorado
$103K -$6.08K -62 -5%
CAL
2070
Capital Advisors Ltd
Ohio
$100K – – –
NMC
2071
Nine Masts Capital
Hong Kong
$99.4K -$298K -3,037 -74%
WIM
2072
Westside Investment Management
California
$99.1K – – –
DWM
2073
Darwin Wealth Management
Florida
$97.7K – – –
LC
2074
Lavaca Capital
Texas
$97.7K +$294 +3 +0.3%
PWMA
2075
Pension & Wealth Management Advisors
Massachusetts
$97.3K -$2.35K -24 -2%
81 82
83
84 85