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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
1501
PFG Private Wealth Management
Florida
$14K -$399K -4,536 -96%
BWL
1502
Bogart Wealth LLC
Virginia
$14K -$37.3K -424 -71%
AFS
1503
Annapolis Financial Services
Maryland
$13K – – –
HC
1504
Hoese & Co
Minnesota
$13K – – –
RF
1505
Robbins Farley
New Hampshire
$13K – – –
TIM
1506
Tevis Investment Management
Texas
$13K – – –
TFA
1507
Toth Financial Advisory
Virginia
$13K – – –
DHGWA
1508
Dixon Hughes Goodman Wealth Advisors
North Carolina
$13K +$9.59K +109 +273%
BAM
1509
Byrne Asset Management
New Jersey
$13K +$13.2K +150 New
LWP
1510
Lumature Wealth Partners
Georgia
$12K -$16.3K -185 -57%
HWM
1511
HighMark Wealth Management
Minnesota
$12K -$2.55K -29 -17%
SCA
1512
Stuart Chaussee & Associates
California
$12K – – –
AWM
1513
Accel Wealth Management
Iowa
$11K – – –
HCM
1514
Highlander Capital Management
New Jersey
$11K – – –
TCWA
1515
Ten Capital Wealth Advisors
Washington
$11K – – –
OLVIG
1516
Oliver Lagore Vanvalin Investment Group
Michigan
$11K +$11.3K +128 New
CAL
1517
Capital Analysts LLC
Pennsylvania
$10K -$70.4K -800 -87%
MAWCM
1518
Mine & Arao Wealth Creation & Management
California
$10K +$88 +1 +0.9%
BLC
1519
Brown, Lisle/Cummings
Rhode Island
$9.11K +$9.5K +108 New
CWM
1520
Cedar Wealth Management
California
$9K – – –
WAS
1521
Winch Advisory Services
Wisconsin
$9K – – –
CI
1522
Cordant Inc
Oregon
$9K +$9.68K +110 New
RP
1523
Repertoire Partners
New York
$8K – – –
BHWM
1524
Beaird Harris Wealth Management
Texas
$8K +$8.71K +99 New
MTIC
1525
Missouri Trust & Investment Company
Missouri
$7K – – –
59 60
61
62 63