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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
1401
Destiny Wealth Partners
Florida
$43K -$7.5K -108 -15%
GC
1402
Gould Capital
Washington
$43K – – –
SPWM
1403
Spartan Planning & Wealth Management
North Carolina
$43K +$41.1K +592 New
SWM
1404
Sugarloaf Wealth Management
Georgia
$42K +$18.6K +268 +86%
TWC
1405
TD Waterhouse Canada
Ontario, Canada
$41.1K – – –
NSIM
1406
North Star Investment Management
Illinois
$40K – – –
CSB
1407
City State Bank
Iowa
$40K +$38.9K +560 New
AWM
1408
Abound Wealth Management
Tennessee
$38.7K +$37.4K +539 New
M1FG
1409
Mach-1 Financial Group
Arkansas
$38K +$5.9K +85 +19%
CFO
1410
CVA Family Office
Colorado
$36K – – –
WAM
1411
Worth Asset Management
Texas
$36K – – –
IWP
1412
IAG Wealth Partners
Wisconsin
$36K +$34.4K +495 New
CCA
1413
Column Capital Advisors
Indiana
$35K – – –
GI
1414
Gradient Investments
Minnesota
$35K +$69 +1 +0.2%
ETH
1415
Exos TFP Holdings
New York
$34K +$32.6K +470 New
JWA
1416
JFS Wealth Advisors
Pennsylvania
$32K -$3.54K -51 -10%
FCG
1417
Financial Connections Group
California
$32K – – –
NFSG
1418
Newbridge Financial Services Group
Florida
$32K +$2.01K +29 +7%
CWA
1419
Carolina Wealth Advisors
South Carolina
$30K – – –
PCM
1420
Penserra Capital Management
California
$29K -$4.86K -70 -15%
SAM
1421
Selway Asset Management
$29K +$27.8K +400 New
AP
1422
Arlington Partners
Alabama
$28K – – –
PHK
1423
Point72 Hong Kong
Hong Kong
$27K -$2.3M -33,124 -99%
AWM
1424
AllSquare Wealth Management
New York
$26K – – –
FRA
1425
Front Row Advisors
California
$26K +$8.47K +122 +51%
55 56
57
58 59