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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FCG
1751
Financial Connections Group
California
$17K – – –
CSWM
1752
Cassady Schiller Wealth Management
Ohio
$16.8K – – –
DCP
1753
DSM Capital Partners
Florida
$16.7K -$87.7M -1,334,311 -100%
CPG
1754
Cornerstone Planning Group
New Jersey
$16.3K +$2.83K +43 +23%
PWMG
1755
Prestige Wealth Management Group
New Jersey
$15K -$245K -3,730 -94%
CHA
1756
Carmichael Hill & Associates
Maryland
$14.6K +$6.7K +102 +83%
RAM
1757
Riggs Asset Management
Pennsylvania
$14.6K -$2.37K -36 -14%
WAM
1758
Wolverine Asset Management
Illinois
$14.3K +$14.5K +220 New
GEA
1759
Glen Eagle Advisors
New Jersey
$14.1K – – –
POIA
1760
Pin Oak Investment Advisors
Texas
$14K +$14.7K +224 New
BFPW
1761
BOK Financial Private Wealth
Colorado
$13.9K – – –
LIS
1762
Legacy Investment Solutions
Idaho
$13.9K +$11.6K +177 New
LWMI
1763
Legacy Wealth Management (Idaho)
Idaho
$13.9K +$11.6K +177 New
DF
1764
Dunhill Financial
United Kingdom
$13.8K +$5.39K +82 +63%
AT
1765
Arlington Trust
Alabama
$13.7K – – –
FNWA
1766
Financial Network Wealth Advisors
Utah
$13.7K +$10.1K +154 +270%
HWM
1767
HighMark Wealth Management
Minnesota
$13.5K -$2.69K -41 -16%
WIM
1768
Westside Investment Management
California
$13K -$1.64K -25 -11%
HF
1769
Halpern Financial
Virginia
$12.8K – – –
SVCP
1770
Silicon Valley Capital Partners
California
$12.8K +$66 +1 +0.5%
GG
1771
Gleason Group
Kentucky
$12.4K +$66 +1 +0.5%
FCT
1772
First Community Trust
Iowa
$12.2K – – –
TCM
1773
Tradewinds Capital Management
Washington
$12K +$66 +1 +0.5%
FG
1774
Fairman Group
Pennsylvania
$11.9K – – –
CBT
1775
CoreFirst Bank & Trust
Kansas
$11.8K +$12K +182 New
69 70
71
72 73