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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SVCP
1701
Silicon Valley Capital Partners
California
$11K +$10.1K +193 New
NSG
1702
Nalls Sherbakoff Group
Tennessee
$10.7K -$7.86K -150 -42%
FCT
1703
First Community Trust
Iowa
$10.7K – – –
GG
1704
Gleason Group
Kentucky
$10.6K +$52 +1 +0.5%
SIS
1705
Strategic Investment Solutions
Illinois
$10.6K -$1.62K -31 -13%
IGWM
1706
ICA Group Wealth Management
Colorado
$10.5K -$10.5K -200 -52%
GEA
1707
Glen Eagle Advisors
New Jersey
$10.3K – – –
PIAS
1708
PCA Investment Advisory Services
Ohio
$10.2K +$9.43K +180 New
CIR
1709
Clear Investment Research
Georgia
$10.2K +$8.07K +154 +592%
PWMG
1710
Prestige Wealth Management Group
New Jersey
$10.1K +$1.21K +23 +15%
SC
1711
Stephens Consulting
Michigan
$10K – – –
MWM
1712
Mascoma Wealth Management
New Hampshire
$9.83K -$2.67K -51 -25%
TCM
1713
Tradewinds Capital Management
Washington
$9.72K -$9.17K -175 -51%
MCM
1714
McMillion Capital Management
North Carolina
$9.35K +$8.64K +165 New
RFG
1715
RFP Financial Group
Georgia
$9.3K -$3.3K -63 -28%
AIM
1716
Arcadia Investment Management
Michigan
$9.13K +$5.39K +103 +178%
WAS
1717
Winch Advisory Services
Wisconsin
$9K – – –
IPW
1718
Impact Partnership Wealth
Georgia
$8.96K +$8.28K +158 New
VCM
1719
Versant Capital Management
Arizona
$8.62K -$1.26K -24 -14%
HC
1720
Hoese & Co
Minnesota
$8.61K – – –
PPC
1721
Park Place Capital
Alabama
$8.45K -$26.8K -512 -77%
SIS
1722
Sound Income Strategies
Florida
$8.45K – – –
GCM
1723
Gables Capital Management
Florida
$8.45K +$7.8K +149 New
CCMI
1724
Creative Capital Management Investments
California
$8.22K – – –
HCM
1725
Highlander Capital Management
New Jersey
$8K – – –
67 68
69
70 71