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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WWMSC
1426
Wagner Wealth Management (South Carolina)
South Carolina
$13K +$13.8K +200 New
ACA
1427
Atlas Capital Advisors
Wyoming
$12.6K -$202K -2,931 -94%
FCT
1428
First Community Trust
Iowa
$12K – – –
KFI
1429
Key Financial Inc
Pennsylvania
$12K – – –
TCM
1430
Tradewinds Capital Management
Washington
$11K -$15.2K -221 -57%
BWL
1431
Bogart Wealth LLC
Virginia
$11K – – –
IFAM
1432
Institutional & Family Asset Management
Colorado
$11K – – –
HWM
1433
HighMark Wealth Management
Minnesota
$11K +$1.86K +27 +19%
HWMA
1434
Heritage Wealth Management (Arizona)
Arizona
$10.9K -$35.4K -513 -75%
AFS
1435
Annapolis Financial Services
Maryland
$10K – – –
HC
1436
Hoese & Co
Minnesota
$10K – – –
TIM
1437
Tevis Investment Management
Texas
$10K – – –
MCM
1438
McMillion Capital Management
North Carolina
$10K +$11.4K +165 New
BLC
1439
Brown, Lisle/Cummings
Rhode Island
$9.48K +$2.9K +42 +39%
HCM
1440
Highlander Capital Management
New Jersey
$9K – – –
SCA
1441
Stuart Chaussee & Associates
California
$9K – – –
CAL
1442
Capital Analysts LLC
Pennsylvania
$8K – – –
OLVIG
1443
Oliver Lagore Vanvalin Investment Group
Michigan
$8K – – –
TCWA
1444
Ten Capital Wealth Advisors
Washington
$8K – – –
BFPW
1445
BOK Financial Private Wealth
Colorado
$7K -$452K -6,553 -98%
JWM
1446
Janiczek Wealth Management
Colorado
$7K -$5.03K -73 -42%
WAS
1447
Winch Advisory Services
Wisconsin
$7K -$69 -1 -0.9%
CWM
1448
Cedar Wealth Management
California
$7K – – –
MAWCM
1449
Mine & Arao Wealth Creation & Management
California
$7K – – –
BPC
1450
Banque Pictet & Cie
Switzerland
$6.42K -$123K -1,785 -2%
56 57
58
59 60