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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1026
Tradewinds Capital Management
Washington
$9K – – –
PWP
1027
Personal Wealth Partners
Minnesota
$9K +$565 +14 +7%
BWL
1028
Bogart Wealth LLC
Virginia
$8K -$239K -5,912 -97%
EWM
1029
Edge Wealth Management
New York
$8K – – –
RIA
1030
RPG Investment Advisory
California
$8K – – –
TCCM
1031
Timber Creek Capital Management
Massachusetts
$8K – – –
AIM
1032
Advantage Investment Management
Iowa
$7K -$9.73K -241 -60%
SGAM
1033
Smith Group Asset Management
Texas
$7K -$404 -10 -6%
MCM
1034
McMillion Capital Management
North Carolina
$7K – – –
TFGT
1035
TS Financial Group (TSFG)
Illinois
$7K +$1.01K +25 +17%
FIB
1036
First Interstate Bank
Montana
$7K +$7.06K +175 New
CFN
1037
Cordasco Financial Network
Florida
$6K – – –
CAL
1038
Capital Analysts LLC
Pennsylvania
$5K -$2.02K -50 -29%
VRM
1039
Vectors Research Management
New York
$5K – – –
CAC
1040
Certified Advisory Corp
Florida
$5K +$40 +1 +0.8%
WWM
1041
Willingdon Wealth Management
North Carolina
$5K +$4.52K +112 New
IWA
1042
Intercontinental Wealth Advisors
Texas
$4K – – –
PCA
1043
Providence Capital Advisors
North Carolina
$4K – – –
GTAM
1044
Global Trust Asset Management
Florida
$3K -$7.99K -198 -74%
NIM
1045
NuWave Investment Management
New Jersey
$3K -$484 -12 -11%
APW
1046
Acima Private Wealth
Virginia
$3K – – –
SA
1047
SRH Advisors
Kansas
$3K – – –
KFS
1048
Kelly Financial Services
Massachusetts
$2.36K – – –
FRA
1049
Front Row Advisors
California
$2K -$2.38K -59 -55%
FNBOSM
1050
First National Bank of South Miami
Florida
$2K – – –
40 41
42
43 44