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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
1276
Parisi Gray Wealth Management
New Jersey
$20K +$19.7K +279 New
PWMG
1277
Prestige Wealth Management Group
New Jersey
$19K +$708 +10 +4%
GI
1278
Gradient Investments
Minnesota
$18K – – –
FRA
1279
Front Row Advisors
California
$17K +$495 +7 +3%
RWM
1280
Raffa Wealth Management
District of Columbia
$16.4K – – –
SGAM
1281
Smith Group Asset Management
Texas
$16K -$23.6K -334 -60%
KTC
1282
Kistler-Tiffany Companies
Pennsylvania
$16K +$71 +1 +0.5%
MCM
1283
MV Capital Management
Maryland
$16K +$12.9K +183 +555%
CFN
1284
Cordasco Financial Network
Florida
$15K – – –
ME
1285
McIlrath & Eck
Washington
$15K – – –
WWMSC
1286
Wagner Wealth Management (South Carolina)
South Carolina
$15K – – –
PWP
1287
Personal Wealth Partners
Minnesota
$15K +$14.4K +204 New
AW
1288
Alaethes Wealth
Nevada
$15K +$14.5K +205 New
BWL
1289
Bogart Wealth LLC
Virginia
$14K -$1.56K -22 -10%
HWMA
1290
Heritage Wealth Management (Arizona)
Arizona
$13K – – –
FPW
1291
Flagship Private Wealth
Massachusetts
$12.9K – – –
TCOV
1292
Trust Company of Vermont
Vermont
$12K +$3.25K +46 +38%
AFS
1293
Annapolis Financial Services
Maryland
$11K – – –
PGAM
1294
Princeton Global Asset Management
New Jersey
$11K – – –
RF
1295
Robbins Farley
New Hampshire
$11K – – –
TFA
1296
Toth Financial Advisory
Virginia
$11K – – –
JWM
1297
Janiczek Wealth Management
Colorado
$11K +$2.62K +37 +31%
HCM
1298
Highlander Capital Management
New Jersey
$10K -$14.2K -200 -60%
SCA
1299
Stuart Chaussee & Associates
California
$10K – – –
EWA
1300
Evolution Wealth Advisors
Florida
$10K +$708 +10 +8%
50 51
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53 54