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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
1726
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.9K +$5.06K +77 +30%
PWMG
1727
Private Wealth Management Group
New Jersey
$21.5K -$131 -2 -0.6%
GWSG
1728
GPS Wealth Strategies Group
Colorado
$20.7K -$131 -2 -0.6%
IRC
1729
Investors Research Corp
Georgia
$20.7K – – –
S
1730
Sachetta
Massachusetts
$20.3K -$4.27K -65 -17%
RA
1731
Ransom Advisory
Rhode Island
$19.4K – – –
BGA
1732
Battery Global Advisors
Massachusetts
$19.3K +$19.5K +297 New
FAM
1733
Flaharty Asset Management
Florida
$19K +$19.2K +293 New
BHWM
1734
Beaird Harris Wealth Management
Texas
$18.9K – – –
AWM
1735
Abound Wealth Management
Tennessee
$18.9K +$2.23K +34 +13%
BAM
1736
Bellevue Asset Management
Washington
$18.9K +$66 +1 +0.3%
RWM
1737
Raffa Wealth Management
District of Columbia
$18.8K -$189K -2,884 -91%
VWA
1738
Valued Wealth Advisors
Utah
$18.6K -$1.97K -30 -9%
MWM
1739
Mascoma Wealth Management
New Hampshire
$18.3K – – –
TCA
1740
Trifecta Capital Advisors
Illinois
$18.3K – – –
AEPWM
1741
Atlantic Edge Private Wealth Management
Florida
$18K – – –
BWL
1742
Bogart Wealth LLC
Virginia
$17.9K -$1.18K -18 -6%
SWM
1743
Sugarloaf Wealth Management
Georgia
$17.8K – – –
SHIM
1744
Stone House Investment Management
Pennsylvania
$17.4K -$3.74K -57 -17%
NI
1745
NCP Inc
California
$17.3K -$9.85K -150 -36%
PFA
1746
Pathway Financial Advisers
Indiana
$17.3K – – –
FCG
1747
Financial Connections Group
California
$17K – – –
CSWM
1748
Cassady Schiller Wealth Management
Ohio
$16.8K – – –
DCP
1749
DSM Capital Partners
Florida
$16.7K -$87.7M -1,334,311 -100%
CPG
1750
Cornerstone Planning Group
New Jersey
$16.3K +$2.83K +43 +23%
68 69
70
71 72