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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
1126
TRUE Private Wealth Advisors
Oregon
$9K -$224K -5,079 -96%
TCCM
1127
Timber Creek Capital Management
Massachusetts
$9K – – –
MCM
1128
McMillion Capital Management
North Carolina
$8K – – –
TFGT
1129
TS Financial Group (TSFG)
Illinois
$8K – – –
SGAM
1130
Smith Group Asset Management
Texas
$8K +$441 +10 +6%
CI
1131
Cordant Inc
Oregon
$8K +$7.49K +170 New
HWM
1132
Howard Wealth Management
Connecticut
$8K +$7.49K +170 New
TFA
1133
Toth Financial Advisory
Virginia
$7K -$22.5K -510 -77%
CFN
1134
Cordasco Financial Network
Florida
$7K – – –
EWM
1135
EPG Wealth Management
Georgia
$7K +$6.08K +138 New
CWA
1136
Carolina Wealth Advisors
South Carolina
$7K +$6.61K +150 New
CAL
1137
Capital Analysts LLC
Pennsylvania
$6K – – –
CAC
1138
Certified Advisory Corp
Florida
$6K – – –
WB
1139
West Bancorporation
Iowa
$6K +$5.25K +119 New
DI
1140
Disciplined Investments
Oklahoma
$6K +$5.6K +127 New
PCA
1141
Providence Capital Advisors
North Carolina
$5K – – –
WWM
1142
Willingdon Wealth Management
North Carolina
$5K – – –
CHA
1143
Carmichael Hill & Associates
Maryland
$5K +$4.41K +100 New
FIB
1144
First Interstate Bank
Montana
$4K -$3.75K -85 -49%
EWA
1145
Evolution Wealth Advisors
Florida
$4K +$3.92K +89 New
WCM
1146
Wealthcare Capital Management
Virginia
$4K +$3.97K +90 New
FPFS
1147
First Personal Financial Services
North Carolina
$3K -$36.4K -825 -93%
1NWS
1148
1 North Wealth Services
Maryland
$3K – – –
APW
1149
Acima Private Wealth
Virginia
$3K – – –
EI
1150
Ellevest Inc
New York
$3K – – –
44 45
46
47 48