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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1101
AllSquare Wealth Management
New York
$17K – – –
OAJ
1102
Ogorek Anthony Joseph
New York
$17K +$88 +2 +0.5%
CI
1103
CX Institutional
Indiana
$17K +$1.54K +35 +11%
RWM
1104
Raffa Wealth Management
District of Columbia
$16.5K – – –
HCM
1105
Highlander Capital Management
New Jersey
$16K – – –
CFGS
1106
Concourse Financial Group Securities
Alabama
$15K -$196K -4,457 -93%
IRC
1107
Investors Research Corp
Georgia
$14K – – –
MPWT
1108
MassMutual Private Wealth & Trust
Connecticut
$14K – – –
WCG
1109
Weaver Consulting Group
California
$14K – – –
BWL
1110
Bogart Wealth LLC
Virginia
$13K +$3.66K +83 +43%
SWM
1111
Sugarloaf Wealth Management
Georgia
$13K +$12.1K +275 New
GI
1112
Gradient Investments
Minnesota
$12K -$25.1K -569 -70%
PA
1113
Procyon Advisors
Connecticut
$12K +$11.3K +256 New
TCM
1114
Tradewinds Capital Management
Washington
$11K – – –
CWM
1115
Cedar Wealth Management
California
$11K +$9.87K +224 New
CLOS
1116
Compagnie Lombard Odier SCmA
Switzerland
$10K – – –
EWM
1117
Edge Wealth Management
New York
$10K – – –
KTC
1118
Kistler-Tiffany Companies
Pennsylvania
$10K – – –
NFG
1119
Next Financial Group
Texas
$10K – – –
PWP
1120
Personal Wealth Partners
Minnesota
$10K – – –
RIA
1121
RPG Investment Advisory
California
$10K – – –
SAM
1122
S.A. Mason
Michigan
$10K +$8.82K +200 New
CWP
1123
CFM Wealth Partners
Texas
$10K +$8.99K +204 New
SC
1124
Solstein Capital
California
$10K +$9.52K +216 New
CHAM
1125
Clear Harbor Asset Management
Connecticut
$9.51K +$8.82K +200 New
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