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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HS
1401
Horan Securities
United States
$21K +$1.03K +15 +5%
PGAM
1402
Princeton Global Asset Management
New Jersey
$20K – – –
SWM
1403
Sugarloaf Wealth Management
Georgia
$20K – – –
BONH
1404
Bank of New Hampshire
New Hampshire
$18K – – –
BAM
1405
Bellevue Asset Management
Washington
$18K – – –
IRC
1406
Investors Research Corp
Georgia
$18K – – –
BWA
1407
BDO Wealth Advisors
Florida
$17K -$17.2K -250 -48%
ME
1408
McIlrath & Eck
Washington
$17K +$4.14K +60 +30%
WWM
1409
Wolff Wiese Magana
California
$17K +$17.4K +252 +2,520%
RWM
1410
Raffa Wealth Management
District of Columbia
$16.9K – – –
FSWA
1411
Financial Synergies Wealth Advisors
Texas
$16.5K +$18K +261 New
FF
1412
FourThought Financial
Florida
$16K -$13.7K -198 -44%
CWM
1413
Curi Wealth Management
North Carolina
$16K +$276 +4 +2%
ETI
1414
Enterprise Trust & Investment
California
$16K +$17.2K +249 New
ETC
1415
Exchange Traded Concepts
Oklahoma
$15K -$501K -7,262 -97%
FRA
1416
Front Row Advisors
California
$15K -$138 -2 -0.8%
KTC
1417
Kistler-Tiffany Companies
Pennsylvania
$14K +$69 +1 +0.5%
AAP
1418
Arax Advisory Partners
Colorado
$14K +$14.8K +214 +1,945%
HF
1419
Halpern Financial
Virginia
$13.7K – – –
PWMG
1420
Prestige Wealth Management Group
New Jersey
$13K -$2.76K -40 -17%
CFN
1421
Cordasco Financial Network
Florida
$13K – – –
CTB
1422
Country Trust Bank
Illinois
$13K – – –
MWM
1423
Mascoma Wealth Management
New Hampshire
$13K – – –
SC
1424
Siena Capital
Ohio
$13K – – –
VCM
1425
Versant Capital Management
Arizona
$13K +$1.72K +25 +14%
55 56
57
58 59