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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
1601
Delos Wealth Advisors
Texas
$13.6K +$19K +260 New
CSWM
1602
Cassady Schiller Wealth Management
Ohio
$13.6K +$14.6K +200 +339%
FAM
1603
Fred Alger Management
New York
$13.5K +$146 +2 +0.8%
AP
1604
Advisors Preferred
Maryland
$13.3K +$18.9K +258 New
CWM
1605
CarsonAllaria Wealth Management
Illinois
$13.1K +$18.3K +250 New
HS
1606
Horan Securities
United States
$12.7K +$4.03K +55 +29%
SIS
1607
Strategic Investment Solutions
Illinois
$12.2K +$17.1K +233 New
RFG
1608
RFP Financial Group
Georgia
$11.9K +$4.61K +63 +38%
HC
1609
Hoese & Co
Minnesota
$11.8K – – –
IFAM
1610
Institutional & Family Asset Management
Colorado
$11.8K +$3.66K +50 +28%
ARS
1611
Adirondack Retirement Specialists
New York
$11.6K +$7.91K +108 +87%
HF
1612
Halpern Financial
Virginia
$11.4K – – –
BEI
1613
Benjamin Edwards Inc
Missouri
$11K -$110K -1,499 -88%
CA
1614
Crewe Advisors
Utah
$10.7K -$12.5K -171 -45%
MWM
1615
Mascoma Wealth Management
New Hampshire
$10.5K – – –
PA
1616
PSI Advisors
Florida
$10.5K +$14.6K +200 New
WIM
1617
WealthPlan Investment Management
Nebraska
$10.1K +$14.1K +192 New
FCT
1618
First Community Trust
Iowa
$9.85K – – –
GG
1619
Gleason Group
Kentucky
$9.79K +$13.7K +187 New
KFI
1620
Key Financial Inc
Pennsylvania
$9.59K – – –
GEA
1621
Glen Eagle Advisors
New Jersey
$9.48K -$46.9K -640 -78%
SC
1622
Stephens Consulting
Michigan
$9.27K +$13K +177 New
VCM
1623
Versant Capital Management
Arizona
$9.22K -$293 -4 -2%
CMA
1624
Cedar Mountain Advisors
Oregon
$9.17K +$12.8K +175 New
PWMG
1625
Prestige Wealth Management Group
New Jersey
$8.17K -$4.17K -57 -27%
63 64
65
66 67