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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MSG
1726
Main Street Group
Virginia
$22.8K – – –
CTB
1727
Country Trust Bank
Illinois
$22.7K – – –
BMC
1728
Bear Mountain Capital
Washington
$22.7K – – –
VCM
1729
Versant Capital Management
Arizona
$22.3K -$13.9K -211 -38%
BCMLT
1730
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.9K +$5.06K +77 +30%
PWMG
1731
Private Wealth Management Group
New Jersey
$21.5K -$131 -2 -0.6%
GWSG
1732
GPS Wealth Strategies Group
Colorado
$20.7K -$131 -2 -0.6%
IRC
1733
Investors Research Corp
Georgia
$20.7K – – –
S
1734
Sachetta
Massachusetts
$20.3K -$4.27K -65 -17%
RA
1735
Ransom Advisory
Rhode Island
$19.4K – – –
BGA
1736
Battery Global Advisors
Massachusetts
$19.3K +$19.5K +297 New
FAM
1737
Flaharty Asset Management
Florida
$19K +$19.2K +293 New
BHWM
1738
Beaird Harris Wealth Management
Texas
$18.9K – – –
AWM
1739
Abound Wealth Management
Tennessee
$18.9K +$2.23K +34 +13%
BAM
1740
Bellevue Asset Management
Washington
$18.9K +$66 +1 +0.3%
RWM
1741
Raffa Wealth Management
District of Columbia
$18.8K -$189K -2,884 -91%
VWA
1742
Valued Wealth Advisors
Utah
$18.6K -$1.97K -30 -9%
MWM
1743
Mascoma Wealth Management
New Hampshire
$18.3K – – –
TCA
1744
Trifecta Capital Advisors
Illinois
$18.3K – – –
AEPWM
1745
Atlantic Edge Private Wealth Management
Florida
$18K – – –
BWL
1746
Bogart Wealth LLC
Virginia
$17.9K -$1.18K -18 -6%
SWM
1747
Sugarloaf Wealth Management
Georgia
$17.8K – – –
SHIM
1748
Stone House Investment Management
Pennsylvania
$17.4K -$3.74K -57 -17%
NI
1749
NCP Inc
California
$17.3K -$9.85K -150 -36%
PFA
1750
Pathway Financial Advisers
Indiana
$17.3K – – –
68 69
70
71 72