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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1751
Prestige Wealth Management Group
New Jersey
$15K -$245K -3,730 -94%
CHA
1752
Carmichael Hill & Associates
Maryland
$14.6K +$6.7K +102 +83%
RAM
1753
Riggs Asset Management
Pennsylvania
$14.6K -$2.37K -36 -14%
WAM
1754
Wolverine Asset Management
Illinois
$14.3K +$14.5K +220 New
GEA
1755
Glen Eagle Advisors
New Jersey
$14.1K – – –
POIA
1756
Pin Oak Investment Advisors
Texas
$14K +$14.7K +224 New
BFPW
1757
BOK Financial Private Wealth
Colorado
$13.9K – – –
LIS
1758
Legacy Investment Solutions
Idaho
$13.9K +$11.6K +177 New
LWMI
1759
Legacy Wealth Management (Idaho)
Idaho
$13.9K +$11.6K +177 New
DF
1760
Dunhill Financial
United Kingdom
$13.8K +$5.39K +82 +63%
IAIM
1761
International Assets Investment Management
Florida
$13.7K +$57.7M +878,163 +7,560%
AT
1762
Arlington Trust
Alabama
$13.7K – – –
FNWA
1763
Financial Network Wealth Advisors
Utah
$13.7K +$10.1K +154 +270%
HWM
1764
HighMark Wealth Management
Minnesota
$13.5K -$2.69K -41 -16%
WIM
1765
Westside Investment Management
California
$13K -$1.64K -25 -11%
HF
1766
Halpern Financial
Virginia
$12.8K – – –
SVCP
1767
Silicon Valley Capital Partners
California
$12.8K +$66 +1 +0.5%
GG
1768
Gleason Group
Kentucky
$12.4K +$66 +1 +0.5%
FCT
1769
First Community Trust
Iowa
$12.2K – – –
TCM
1770
Tradewinds Capital Management
Washington
$12K +$66 +1 +0.5%
FG
1771
Fairman Group
Pennsylvania
$11.9K – – –
CBT
1772
CoreFirst Bank & Trust
Kansas
$11.8K +$12K +182 New
CIR
1773
Clear Investment Research
Georgia
$11.7K – – –
EFP
1774
EnRich Financial Partners
Wisconsin
$11.3K – – –
CIAS
1775
CBIZ Investment Advisory Services
Ohio
$11.1K -$66 -1 -0.6%
69 70
71
72 73