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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
M1FG
1401
Mach-1 Financial Group
Arkansas
$38K +$5.9K +85 +19%
CFO
1402
CVA Family Office
Colorado
$36K – – –
WAM
1403
Worth Asset Management
Texas
$36K – – –
IWP
1404
IAG Wealth Partners
Wisconsin
$36K +$34.4K +495 New
CCA
1405
Column Capital Advisors
Indiana
$35K – – –
GI
1406
Gradient Investments
Minnesota
$35K +$69 +1 +0.2%
ETH
1407
Exos TFP Holdings
New York
$34K +$32.6K +470 New
JWA
1408
JFS Wealth Advisors
Pennsylvania
$32K -$3.54K -51 -10%
FCG
1409
Financial Connections Group
California
$32K – – –
NFSG
1410
Newbridge Financial Services Group
Florida
$32K +$2.01K +29 +7%
CWA
1411
Carolina Wealth Advisors
South Carolina
$30K – – –
PCM
1412
Penserra Capital Management
California
$29K -$4.86K -70 -15%
SAM
1413
Selway Asset Management
$29K +$27.8K +400 New
AP
1414
Arlington Partners
Alabama
$28K – – –
PHK
1415
Point72 Hong Kong
Hong Kong
$27K -$2.3M -33,124 -99%
AWM
1416
AllSquare Wealth Management
New York
$26K – – –
FRA
1417
Front Row Advisors
California
$26K +$8.47K +122 +51%
TAIM
1418
TD Ameritrade Investment Management
Nebraska
$25K -$8.54K -123 -26%
EIM
1419
Essex Investment Management
Massachusetts
$25K – – –
WBC
1420
West Branch Capital
Massachusetts
$25K +$24.3K +350 New
SOW
1421
State of Wyoming
Wyoming
$24K -$145K -2,093 -86%
CT
1422
Clearstead Trust
Maine
$24K +$23.6K +340 New
HGERS
1423
Householder Group Estate & Retirement Specialist
Arizona
$24K +$23.7K +342 New
HS
1424
Horan Securities
United States
$23K -$1.04K -15 -4%
IBOK
1425
Independence Bank of Kentucky
Kentucky
$23K – – –
55 56
57
58 59