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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1751
Pathway Financial Advisers
Indiana
$23.7K +$58 +1 +0.3%
EIM
1752
Essex Investment Management
Massachusetts
$23.5K – – –
BHWM
1753
Beaird Harris Wealth Management
Texas
$23K +$3.35K +58 +21%
PWMG
1754
Private Wealth Management Group
New Jersey
$22.6K +$18.9K +328 New
AFIA
1755
America First Investment Advisors
Nebraska
$22.4K -$19.6K -340 -51%
CFS
1756
CGC Financial Services
Oregon
$22.4K +$18.8K +325 New
PGAM
1757
Princeton Global Asset Management
New Jersey
$22.3K +$58 +1 +0.3%
CPG
1758
Cornerstone Planning Group
New Jersey
$22.1K – – –
RWM
1759
Raffa Wealth Management
District of Columbia
$22.1K – – –
IRC
1760
Investors Research Corp
Georgia
$21.9K – – –
SA
1761
Scarborough Advisors
Maryland
$21.5K +$18.1K +313 New
AT
1762
Arlington Trust
Alabama
$21.2K -$268K -4,633 -94%
GWSG
1763
GPS Wealth Strategies Group
Colorado
$20.6K – – –
BMC
1764
Bear Mountain Capital
Washington
$20.3K +$18.2K +315 New
TWD
1765
True Wealth Design
Ohio
$19.9K +$16.7K +289 New
BAM
1766
Bellevue Asset Management
Washington
$19.8K +$116 +2 +0.7%
TCA
1767
Trifecta Capital Advisors
Illinois
$19.4K – – –
AEPWM
1768
Atlantic Edge Private Wealth Management
Florida
$19.1K +$16K +277 New
FMTCOCP
1769
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$19K +$9.13K +158 +137%
AWM
1770
Abound Wealth Management
Tennessee
$18.9K -$17.1K -296 -52%
BBPWM
1771
Blue Bell Private Wealth Management
Pennsylvania
$18.3K +$11.6K +200 +303%
S
1772
Sachetta
Massachusetts
$18.1K +$15.2K +263 New
FCG
1773
Financial Connections Group
California
$18K +$15.7K +271 New
DWA
1774
Delos Wealth Advisors
Texas
$17.9K – – –
CSWM
1775
Cassady Schiller Wealth Management
Ohio
$17.8K – – –
69 70
71
72 73