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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1751
JFS Wealth Advisors
Pennsylvania
$28.9K -$1.51K -23 -5%
CMA
1752
Cedar Mountain Advisors
Oregon
$28.5K +$66 +1 +0.3%
MAM
1753
Meeder Asset Management
Ohio
$27.6K +$25.2K +382 New
MTIC
1754
Missouri Trust & Investment Company
Missouri
$27.3K +$19.2K +291 +334%
CSC
1755
Caldwell Sutter Capital
California
$25.6K -$7.77K -118 -25%
SHIM
1756
Stone House Investment Management
Pennsylvania
$25.5K +$23.2K +353 New
PWMG
1757
Private Wealth Management Group
New Jersey
$24.1K +$329 +5 +2%
IRC
1758
Investors Research Corp
Georgia
$23.1K – – –
BMC
1759
Bear Mountain Capital
Washington
$22.8K – – –
GWSG
1760
GPS Wealth Strategies Group
Colorado
$21.7K – – –
FSWA
1761
Financial Synergies Wealth Advisors
Texas
$21.1K +$198 +3 +1%
BHWM
1762
Beaird Harris Wealth Management
Texas
$21.1K -$2.83K -43 -13%
BAM
1763
Bellevue Asset Management
Washington
$20.9K +$66 +1 +0.3%
TWD
1764
True Wealth Design
Ohio
$20.9K – – –
TCA
1765
Trifecta Capital Advisors
Illinois
$20.4K – – –
CA
1766
Crewe Advisors
Utah
$20.2K +$18.4K +279 New
AEPWM
1767
Atlantic Edge Private Wealth Management
Florida
$20K – – –
KFS
1768
Kelly Financial Services
Massachusetts
$20K +$12.3K +187 +210%
SWM
1769
Sugarloaf Wealth Management
Georgia
$19.9K -$10.9K -165 -38%
DWA
1770
Delos Wealth Advisors
Texas
$19.8K +$922 +14 +5%
AWM
1771
Abound Wealth Management
Tennessee
$19.7K -$132 -2 -0.7%
BBPWM
1772
Blue Bell Private Wealth Management
Pennsylvania
$19.5K +$198 +3 +1%
PFA
1773
Pathway Financial Advisers
Indiana
$19.2K -$5.27K -80 -23%
CSWM
1774
Cassady Schiller Wealth Management
Ohio
$18.7K – – –
VWA
1775
Valued Wealth Advisors
Utah
$18.7K +$6.06K +92 +55%
69 70
71
72 73