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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1001
West Paces Advisors
Georgia
$8.88K – – –
KTC
1002
Kistler-Tiffany Companies
Pennsylvania
$8K – – –
TCM
1003
Tradewinds Capital Management
Washington
$8K – – –
MPWT
1004
MassMutual Private Wealth & Trust
Connecticut
$8K +$1.32K +38 +22%
BWM
1005
BerganKDV Wealth Management
Minnesota
$8K +$2.68K +77 +53%
AWM
1006
Adams Wealth Management
Utah
$8K +$7.31K +210 New
CQS
1007
Credential Qtrade Securities
$7.64K – – –
BFG
1008
Baron Financial Group
New Jersey
$7.25K +$6.96K +200 New
CHAM
1009
Clear Harbor Asset Management
Connecticut
$7.25K +$6.96K +200 New
CFN
1010
Cordasco Financial Network
Florida
$7K -$2.33K -67 -25%
TPWA
1011
TRUE Private Wealth Advisors
Oregon
$7K – – –
TFGT
1012
TS Financial Group (TSFG)
Illinois
$7K – – –
PGAM
1013
Princeton Global Asset Management
New Jersey
$6K -$23K -662 -81%
TFA
1014
Toth Financial Advisory
Virginia
$6K -$18K -517 -77%
M
1015
MOTCO
Texas
$6K – – –
RWM
1016
Raffa Wealth Management
District of Columbia
$5.8K +$591 +17 +12%
PW
1017
Price Wealth
Texas
$5K -$619K -17,795 -99%
EI
1018
Ellevest Inc
New York
$5K -$626 -18 -12%
WT
1019
Washington Trust
Rhode Island
$5K – – –
ADL
1020
Asset Dedication LLC
California
$5K +$4.52K +130 New
BFEC
1021
Benjamin F. Edwards & Company
Missouri
$4K -$45.7K -1,313 -93%
CAL
1022
Capital Analysts LLC
Pennsylvania
$4K – – –
CWM
1023
Cedar Wealth Management
California
$4K – – –
MAWCM
1024
Mine & Arao Wealth Creation & Management
California
$4K +$35 +1 +0.9%
FFA
1025
Founders Financial Alliance
North Carolina
$4K +$3.51K +101 New
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