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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
1226
Destiny Wealth Partners
Florida
$30K -$25.3K -417 -47%
HFA
1227
HC Financial Advisors
California
$30K – – –
M1FG
1228
Mach-1 Financial Group
Arkansas
$29K – – –
BFG
1229
Baron Financial Group
New Jersey
$28.4K +$14.2K +235 +118%
MPWT
1230
MassMutual Private Wealth & Trust
Connecticut
$27K +$3.15K +52 +15%
KC
1231
Knuff & Co
California
$26K – – –
FBT
1232
First Bank & Trust
South Dakota
$25K – – –
TCM
1233
Tradewinds Capital Management
Washington
$25K – – –
MWP
1234
Meridian Wealth Partners
Pennsylvania
$25K +$23.8K +392 New
WPA
1235
West Paces Advisors
Georgia
$25K +$8.37K +138 +56%
AWM
1236
AllSquare Wealth Management
New York
$23K – – –
EIM
1237
Essex Investment Management
Massachusetts
$22K – – –
HCM
1238
Highlander Capital Management
New Jersey
$22K – – –
BWA
1239
BDO Wealth Advisors
Florida
$21K – – –
MI
1240
Markston International
New York
$21K – – –
HS
1241
Horan Securities
United States
$21K +$19.7K +325 New
ACA
1242
Atlas Capital Advisors
Wyoming
$21K -$281K -4,640 -94%
IRC
1243
Investors Research Corp
Georgia
$19K – – –
BWM
1244
BerganKDV Wealth Management
Minnesota
$19K +$3.15K +52 +22%
RA
1245
Resolute Advisors
California
$19K +$21.3K +352 New
HCP
1246
Hexagon Capital Partners
Arkansas
$18K – – –
IAIM
1247
International Assets Investment Management
Florida
$18K – – –
SWM
1248
Sugarloaf Wealth Management
Georgia
$18K – – –
TAIM
1249
TD Ameritrade Investment Management
Nebraska
$18K – – –
PWMG
1250
Prestige Wealth Management Group
New Jersey
$17K +$1.15K +19 +8%
48 49
50
51 52