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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1251
Gradient Investments
Minnesota
$16K +$61 +1 +0.4%
FRA
1252
Front Row Advisors
California
$15K -$121 -2 -0.8%
RWM
1253
Raffa Wealth Management
District of Columbia
$14.7K +$1.64K +27 +14%
BWL
1254
Bogart Wealth LLC
Virginia
$14K -$5.03K -83 -27%
KTC
1255
Kistler-Tiffany Companies
Pennsylvania
$14K – – –
AWM
1256
Accel Wealth Management
Iowa
$14K +$7.76K +128 +160%
AP
1257
Arlington Partners
Alabama
$13K – – –
CFN
1258
Cordasco Financial Network
Florida
$13K – – –
ME
1259
McIlrath & Eck
Washington
$13K – – –
VCM
1260
Versant Capital Management
Arizona
$13K +$7.22K +119 +138%
MWM
1261
Mascoma Wealth Management
New Hampshire
$13K +$12.1K +200 New
WWMSC
1262
Wagner Wealth Management (South Carolina)
South Carolina
$13K +$12.1K +200 New
WCM
1263
Wealthcare Capital Management
Virginia
$13K +$12.1K +200 New
FPW
1264
Flagship Private Wealth
Massachusetts
$12.5K – – –
RF
1265
Robbins Farley
New Hampshire
$11K +$9.1K +150 New
HWMA
1266
Heritage Wealth Management (Arizona)
Arizona
$11K +$10.4K +172 New
PGAM
1267
Princeton Global Asset Management
New Jersey
$10K – – –
TFA
1268
Toth Financial Advisory
Virginia
$10K – – –
AFS
1269
Annapolis Financial Services
Maryland
$10K +$61 +1 +0.6%
APWA
1270
Atlas Private Wealth Advisors
New Jersey
$9K +$6.79K +112 +533%
SCA
1271
Stuart Chaussee & Associates
California
$9K +$8.31K +137 New
CAL
1272
Capital Analysts LLC
Pennsylvania
$8K – – –
CWA
1273
Clearview Wealth Advisors
Oregon
$8K – – –
EWA
1274
Evolution Wealth Advisors
Florida
$8K – – –
TCOV
1275
Trust Company of Vermont
Vermont
$8K – – –
49 50
51
52 53