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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1026
Bogart Wealth LLC
Virginia
$9K – – –
CFN
1027
Cordasco Financial Network
Florida
$9K – – –
SWM
1028
Sugarloaf Wealth Management
Georgia
$9K – – –
CWA
1029
Carolina Wealth Advisors
South Carolina
$9K +$4.48K +125 +83%
CWM
1030
Campbell Wealth Management
Virginia
$9K +$9.31K +260 New
WPA
1031
West Paces Advisors
Georgia
$8.27K -$824 -23 -9%
PFO
1032
Pathstone Family Office
New Jersey
$8K -$108K -3,029 -93%
GI
1033
Gradient Investments
Minnesota
$8K -$681 -19 -7%
CQS
1034
Credential Qtrade Securities
$7.12K – – –
CLOS
1035
Compagnie Lombard Odier SCmA
Switzerland
$7K – – –
KTC
1036
Kistler-Tiffany Companies
Pennsylvania
$7K – – –
TCM
1037
Tradewinds Capital Management
Washington
$7K – – –
TFGT
1038
TS Financial Group (TSFG)
Illinois
$7K – – –
MPWT
1039
MassMutual Private Wealth & Trust
Connecticut
$6K -$4.3K -120 -41%
EWP
1040
Engrave Wealth Partners
Texas
$6K -$2.87K -80 -31%
CWP
1041
CFM Wealth Partners
Texas
$6K – – –
M
1042
MOTCO
Texas
$6K – – –
TPWA
1043
TRUE Private Wealth Advisors
Oregon
$6K – – –
JG
1044
Jefferies Group
New York
$5.39K +$5.19M +144,843 +980%
WT
1045
Washington Trust
Rhode Island
$5K -$6.77K -189 -57%
BWM
1046
BerganKDV Wealth Management
Minnesota
$5K – – –
BEI
1047
Benjamin Edwards Inc
Missouri
$5K +$36 +1 +0.7%
EI
1048
Ellevest Inc
New York
$5K +$645 +18 +14%
WR
1049
Watson Rebecca
$5K +$4.84K +135 New
RWM
1050
Raffa Wealth Management
District of Columbia
$4.83K +$179 +5 +4%
40 41
42
43 44