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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1651
Tucker Asset Management
Colorado
$2.83K – – –
PFG
1652
Piershale Financial Group
Illinois
$2.74K – – –
PAG
1653
Paladin Advisory Group
Iowa
$2.72K +$3.81K +52 New
GA
1654
GoalVest Advisory
New York
$2.67K -$806 -11 -18%
CSPAM
1655
Cary Street Partners Asset Management
Virginia
$2.62K – – –
BHWM
1656
Bay Harbor Wealth Management
Maryland
$2.62K +$3.66K +50 New
RCM
1657
Raleigh Capital Management
North Carolina
$2.51K +$3.52K +48 New
SIC
1658
SJS Investment Consulting
Ohio
$2.15K -$2.27K -31 -43%
TFGT
1659
TS Financial Group (TSFG)
Illinois
$2K – – –
AW
1660
Avion Wealth
Texas
$2K +$2.27K +31 New
HFS
1661
HBC Financial Services
Washington
$2K +$3.66K +50 New
MFT
1662
Moisand Fitzgerald Tamayo
Florida
$1.78K – – –
AIP
1663
Ahrens Investment Partners
Louisiana
$1.73K +$2.42K +33 New
HWP
1664
Highline Wealth Partners
California
$1.36K -$806 -11 -30%
CIR
1665
Clear Investment Research
Georgia
$1.36K – – –
JWM
1666
Janiczek Wealth Management
Colorado
$1.32K -$6.22K -85 -77%
AWM
1667
Accel Wealth Management
Iowa
$1.05K +$1.47K +20 New
RA
1668
Rise Advisors
New York
$1.05K +$1.47K +20 New
FWM
1669
Focused Wealth Management
New York
$890 +$1.25K +17 New
WWM
1670
Wolff Wiese Magana
California
$636 -$211K -2,876 -100%
2L
1671
25 LLC
Missouri
$477 +$732 +10 New
UFF
1672
USA Financial Formulas
Michigan
$367 +$513 +7 New
SSC
1673
Syverson Strege & Co
Iowa
$314 – – –
LWANC
1674
Laurel Wealth Advisors (North Carolina)
North Carolina
$53 +$73 +1 New
SVCP
1675
Silicon Valley Capital Partners
California
$25 – – –
65 66
67
68 69