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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1751
Focused Wealth Management
New York
$3.02K +$1.89K +36 +212%
HFS
1752
HBC Financial Services
Washington
$3K – – –
VCM
1753
Vigilant Capital Management
Maine
$3K – – –
TFGT
1754
TS Financial Group (TSFG)
Illinois
$3K +$367 +7 +18%
PFG
1755
Piershale Financial Group
Illinois
$2.98K +$52 +1 +2%
PAG
1756
Paladin Advisory Group
Iowa
$2.95K – – –
BHWM
1757
Bay Harbor Wealth Management
Maryland
$2.85K – – –
TAM
1758
Tucker Asset Management
Colorado
$2.15K -$838 -16 -30%
MFT
1759
Moisand Fitzgerald Tamayo
Florida
$1.93K – – –
ETC
1760
Exchange Traded Concepts
Oklahoma
$1.53K -$5.29K -101 -79%
TWP
1761
TFO Wealth Partners
Ohio
$1.42K -$92.8K -1,772 -99%
WIM
1762
Westside Investment Management
California
$1.42K +$1.31K +25 New
RA
1763
Rise Advisors
New York
$1.14K – – –
AW
1764
Avion Wealth
Texas
$1K +$210 +4 +13%
RF
1765
Robinswood Financial
Washington
$963 +$890 +17 New
SIM
1766
Studio Investment Management
Illinois
$737 -$15.9K -303 -96%
2L
1767
25 LLC
Missouri
$600 – – –
WWM
1768
Wolff Wiese Magana
California
$578 -$105 -2 -17%
FBC
1769
Fairfield, Bush & Co
Connecticut
$568 +$524 +10 New
UFF
1770
USA Financial Formulas
Michigan
$397 – – –
JWM
1771
Janiczek Wealth Management
Colorado
$171 -$1.21K -23 -88%
GCS
1772
Gordian Capital (Singapore)
Singapore
$170 +$157 +3 New
PP
1773
Paloma Partners
Connecticut
$113 +$105 +2 New
LWANC
1774
Laurel Wealth Advisors (North Carolina)
North Carolina
$57 – – –
SCA
1775
Southpoint Capital Advisors
New York
– -$99.5M -1,900,000 Closed
69 70
71
72 73