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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1701
Tortoise Investment Management
New York
$7.08K – – –
HCM
1702
Highlander Capital Management
New Jersey
$7K – – –
FPF
1703
First Pacific Financial
Washington
$6.86K – – –
CFFP
1704
Center for Financial Planning
Michigan
$6.48K – – –
BFPW
1705
BOK Financial Private Wealth
Colorado
$6.26K – – –
FMTCOCP
1706
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K – – –
RF
1707
Robbins Farley
New Hampshire
$5.93K +$6.53K +108 New
RTL
1708
Red Tortoise LLC
Georgia
$5.82K – – –
NSG
1709
Nalls Sherbakoff Group
Tennessee
$5.66K -$6.04K -100 -49%
MWA
1710
Miller Wealth Advisors
Colorado
$5.49K – – –
ETC
1711
Exchange Traded Concepts
Oklahoma
$5.22K +$4.11K +68 +252%
CHA
1712
Carmichael Hill & Associates
Maryland
$4.95K – – –
CTWM
1713
Cherry Tree Wealth Management
Minnesota
$4.79K – – –
MTIC
1714
Missouri Trust & Investment Company
Missouri
$4.28K -$60 -1 -1%
FWM
1715
Focused Wealth Management
New York
$4.03K +$1.21K +20 +38%
BBPWM
1716
Blue Bell Private Wealth Management
Pennsylvania
$3.63K – – –
JGIA
1717
Jackson Grant Investment Advisers
Connecticut
$3.4K – – –
CAM
1718
Costello Asset Management
Pennsylvania
$3.29K – – –
EBA
1719
Eagle Bay Advisors
New York
$3.29K – – –
MFT
1720
Moisand Fitzgerald Tamayo
Florida
$3.03K +$1.27K +21 +62%
TFGT
1721
TS Financial Group (TSFG)
Illinois
$3K – – –
AW
1722
Avion Wealth
Texas
$3K +$2.66K +44 +126%
PAG
1723
Paladin Advisory Group
Iowa
$2.85K – – –
BHWM
1724
Bay Harbor Wealth Management
Maryland
$2.77K – – –
HFS
1725
HBC Financial Services
Washington
$2K – – –
67 68
69
70 71