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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1026
Bogart Wealth LLC
Virginia
$8K -$239K -5,912 -97%
EWM
1027
Edge Wealth Management
New York
$8K – – –
RIA
1028
RPG Investment Advisory
California
$8K – – –
TCCM
1029
Timber Creek Capital Management
Massachusetts
$8K – – –
AIM
1030
Advantage Investment Management
Iowa
$7K -$9.73K -241 -60%
SGAM
1031
Smith Group Asset Management
Texas
$7K -$404 -10 -6%
MCM
1032
McMillion Capital Management
North Carolina
$7K – – –
TFGT
1033
TS Financial Group (TSFG)
Illinois
$7K +$1.01K +25 +17%
FIB
1034
First Interstate Bank
Montana
$7K +$7.06K +175 New
CFN
1035
Cordasco Financial Network
Florida
$6K – – –
CAL
1036
Capital Analysts LLC
Pennsylvania
$5K -$2.02K -50 -29%
VRM
1037
Vectors Research Management
New York
$5K – – –
CAC
1038
Certified Advisory Corp
Florida
$5K +$40 +1 +0.8%
WWM
1039
Willingdon Wealth Management
North Carolina
$5K +$4.52K +112 New
IWA
1040
Intercontinental Wealth Advisors
Texas
$4K – – –
PCA
1041
Providence Capital Advisors
North Carolina
$4K – – –
GTAM
1042
Global Trust Asset Management
Florida
$3K -$7.99K -198 -74%
NIM
1043
NuWave Investment Management
New Jersey
$3K -$484 -12 -11%
APW
1044
Acima Private Wealth
Virginia
$3K – – –
SA
1045
SRH Advisors
Kansas
$3K – – –
KFS
1046
Kelly Financial Services
Massachusetts
$2.36K – – –
FRA
1047
Front Row Advisors
California
$2K -$2.38K -59 -55%
FNBOSM
1048
First National Bank of South Miami
Florida
$2K – – –
MFT
1049
Moisand Fitzgerald Tamayo
Florida
$2K – – –
1NWS
1050
1 North Wealth Services
Maryland
$2K +$2.3K +57 New
40 41
42
43 44