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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
1676
Industrial Alliance Investment Management
Quebec, Canada
$19K -$441K -8,413 -96%
SWM
1677
Sugarloaf Wealth Management
Georgia
$18.7K -$46.4K -885 -73%
GJIA
1678
Glass Jacobson Investment Advisors
Maryland
$18.7K +$17.3K +330 New
SV
1679
Sturgeon Ventures
United Kingdom
$18.6K – – –
PGAM
1680
Princeton Global Asset Management
New Jersey
$18.3K +$52 +1 +0.3%
RWM
1681
Raffa Wealth Management
District of Columbia
$18.2K – – –
AAG
1682
Armstrong Advisory Group
Massachusetts
$18K – – –
FSWA
1683
Financial Synergies Wealth Advisors
Texas
$17.2K +$1.26K +24 +9%
GWSG
1684
GPS Wealth Strategies Group
Colorado
$17K +$9.95K +190 +173%
IRC
1685
Investors Research Corp
Georgia
$16.4K – – –
BAM
1686
Bellevue Asset Management
Washington
$16.2K +$52 +1 +0.4%
DMKJ
1687
David M. Knott Jr
$16K – – –
TCA
1688
Trifecta Capital Advisors
Illinois
$16K -$23.6K -450 -61%
BHWM
1689
Beaird Harris Wealth Management
Texas
$15.7K – – –
TAIM
1690
TD Ameritrade Investment Management
Nebraska
$15K -$3.04K -58 -18%
ME
1691
McIlrath & Eck
Washington
$14.9K -$2.1K -40 -13%
DWA
1692
Delos Wealth Advisors
Texas
$14.7K – – –
CSWM
1693
Cassady Schiller Wealth Management
Ohio
$14.7K – – –
CWM
1694
CarsonAllaria Wealth Management
Illinois
$14.2K +$52 +1 +0.4%
RFA
1695
Register Financial Advisors
Georgia
$14.2K +$13.1K +251 New
IFAM
1696
Institutional & Family Asset Management
Colorado
$12.8K – – –
BEI
1697
Benjamin Edwards Inc
Missouri
$12K – – –
HB
1698
Horizon Bancorp
Indiana
$12K +$10.9K +209 New
HF
1699
Halpern Financial
Virginia
$11.4K -$786 -15 -7%
CAM
1700
Chesapeake Asset Management
New York
$11.3K -$5.24K -100 -33%
66 67
68
69 70