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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1226
Baron Financial Group
New Jersey
$28.4K +$14.2K +235 +118%
MPWT
1227
MassMutual Private Wealth & Trust
Connecticut
$27K +$3.15K +52 +15%
KC
1228
Knuff & Co
California
$26K – – –
FBT
1229
First Bank & Trust
South Dakota
$25K – – –
TCM
1230
Tradewinds Capital Management
Washington
$25K – – –
MWP
1231
Meridian Wealth Partners
Pennsylvania
$25K +$23.8K +392 New
WPA
1232
West Paces Advisors
Georgia
$25K +$8.37K +138 +56%
AWM
1233
AllSquare Wealth Management
New York
$23K – – –
EIM
1234
Essex Investment Management
Massachusetts
$22K – – –
HCM
1235
Highlander Capital Management
New Jersey
$22K – – –
BWA
1236
BDO Wealth Advisors
Florida
$21K – – –
MI
1237
Markston International
New York
$21K – – –
HS
1238
Horan Securities
United States
$21K +$19.7K +325 New
ACA
1239
Atlas Capital Advisors
Wyoming
$21K -$281K -4,640 -94%
IRC
1240
Investors Research Corp
Georgia
$19K – – –
BWM
1241
BerganKDV Wealth Management
Minnesota
$19K +$3.15K +52 +22%
RA
1242
Resolute Advisors
California
$19K +$21.3K +352 New
HCP
1243
Hexagon Capital Partners
Arkansas
$18K – – –
IAIM
1244
International Assets Investment Management
Florida
$18K – – –
TAIM
1245
TD Ameritrade Investment Management
Nebraska
$18K – – –
PWMG
1246
Prestige Wealth Management Group
New Jersey
$17K +$1.15K +19 +8%
GI
1247
Gradient Investments
Minnesota
$16K +$61 +1 +0.4%
FRA
1248
Front Row Advisors
California
$15K -$121 -2 -0.8%
RWM
1249
Raffa Wealth Management
District of Columbia
$14.7K +$1.64K +27 +14%
BWL
1250
Bogart Wealth LLC
Virginia
$14K -$5.03K -83 -27%
48 49
50
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