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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CFN
1026
Cordasco Financial Network
Florida
$9K +$5.33K +127 +88%
EWP
1027
Engrave Wealth Partners
Texas
$8K -$11.9K -284 -52%
CQS
1028
Credential Qtrade Securities
$7.09K -$21.6K -515 -71%
CWP
1029
CFM Wealth Partners
Texas
$7K – – –
CLOS
1030
Compagnie Lombard Odier SCmA
Switzerland
$7K – – –
EWM
1031
Edge Wealth Management
New York
$7K – – –
RIA
1032
RPG Investment Advisory
California
$7K – – –
TCM
1033
Tradewinds Capital Management
Washington
$7K – – –
TFGT
1034
TS Financial Group (TSFG)
Illinois
$7K +$1.05K +25 +15%
ATC
1035
Adirondack Trust Company
New York
$6K -$10.1K -240 -56%
MCM
1036
McMillion Capital Management
North Carolina
$6K – – –
TCCM
1037
Timber Creek Capital Management
Massachusetts
$6K – – –
TPWA
1038
TRUE Private Wealth Advisors
Oregon
$6K – – –
M
1039
MOTCO
Texas
$6K +$6.88K +164 New
BEI
1040
Benjamin Edwards Inc
Missouri
$5K -$315K -7,502 -98%
CCA
1041
Column Capital Advisors
Indiana
$5K -$16.2K -385 -74%
CWA
1042
Carolina Wealth Advisors
South Carolina
$5K – – –
BWM
1043
BerganKDV Wealth Management
Minnesota
$5K +$4.95K +118 +437%
RWM
1044
Raffa Wealth Management
District of Columbia
$4.64K -$8.77K -209 -60%
ACA
1045
Atlas Capital Advisors
Wyoming
$4.1K +$5.12K +122 New
CWM
1046
Cedar Wealth Management
California
$4K -$4.7K -112 -50%
CAL
1047
Capital Analysts LLC
Pennsylvania
$4K – – –
DI
1048
Disciplined Investments
Oklahoma
$4K – – –
CAC
1049
Certified Advisory Corp
Florida
$4K +$42 +1 +0.8%
EI
1050
Ellevest Inc
New York
$4K +$2.85K +68 +115%
40 41
42
43 44