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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
W
1776
WealthCollab
Washington
$17.3K +$14.6K +252 New
ITFISA
1777
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$16.9K +$5.78K +100 +69%
BFPW
1778
BOK Financial Private Wealth
Colorado
$16.4K +$7.22K +125 +110%
HWM
1779
HighMark Wealth Management
Minnesota
$16.4K -$809 -14 -6%
PWA
1780
Provenance Wealth Advisors
Florida
$16.3K +$13.7K +237 New
HGERS
1781
Householder Group Estate & Retirement Specialist
Arizona
$16K -$11.7K -202 -46%
AAG
1782
Armstrong Advisory Group
Massachusetts
$16K – – –
IFAM
1783
Institutional & Family Asset Management
Colorado
$15.5K – – –
WIM
1784
Westside Investment Management
California
$15.5K +$11.6K +200 +800%
EPW
1785
Evergreen Private Wealth
Colorado
$14.9K +$12.5K +217 New
RCM
1786
Raleigh Capital Management
North Carolina
$14.8K +$12.4K +215 New
EP
1787
Elkhorn Partners
Nebraska
$14K -$20.2K -350 -64%
BEI
1788
Benjamin Edwards Inc
Missouri
$14K – – –
BL
1789
BFSG LLC
California
$13.8K +$11.6K +200 New
FFO
1790
Fortitude Family Office
Arizona
$13.6K +$11.4K +197 New
HF
1791
Halpern Financial
Virginia
$13.5K – – –
SVCP
1792
Silicon Valley Capital Partners
California
$13.4K +$58 +1 +0.5%
GG
1793
Gleason Group
Kentucky
$13K +$58 +1 +0.5%
LIWM
1794
Long Island Wealth Management
New York
$13K +$10.9K +188 New
FCT
1795
First Community Trust
Iowa
$12.9K – – –
CCC
1796
Chelsea Counsel Company
California
$12.7K – – –
IGWM
1797
ICA Group Wealth Management
Colorado
$12.7K +$10.7K +185 New
FG
1798
Fairman Group
Pennsylvania
$12.7K +$10.6K +184 New
AIC
1799
Archer Investment Corporation
Indiana
$12.5K – – –
CIR
1800
Clear Investment Research
Georgia
$12.4K – – –
70 71
72
73 74