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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
1776
Cassady Schiller Wealth Management
Ohio
$17.8K – – –
W
1777
WealthCollab
Washington
$17.3K +$14.6K +252 New
ITFISA
1778
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$16.9K +$5.78K +100 +69%
BFPW
1779
BOK Financial Private Wealth
Colorado
$16.4K +$7.22K +125 +110%
HWM
1780
HighMark Wealth Management
Minnesota
$16.4K -$809 -14 -6%
PWA
1781
Provenance Wealth Advisors
Florida
$16.3K +$13.7K +237 New
HGERS
1782
Householder Group Estate & Retirement Specialist
Arizona
$16K -$11.7K -202 -46%
AAG
1783
Armstrong Advisory Group
Massachusetts
$16K – – –
IFAM
1784
Institutional & Family Asset Management
Colorado
$15.5K – – –
WIM
1785
Westside Investment Management
California
$15.5K +$11.6K +200 +800%
EPW
1786
Evergreen Private Wealth
Colorado
$14.9K +$12.5K +217 New
RCM
1787
Raleigh Capital Management
North Carolina
$14.8K +$12.4K +215 New
EP
1788
Elkhorn Partners
Nebraska
$14K -$20.2K -350 -64%
BEI
1789
Benjamin Edwards Inc
Missouri
$14K – – –
BL
1790
BFSG LLC
California
$13.8K +$11.6K +200 New
FFO
1791
Fortitude Family Office
Arizona
$13.6K +$11.4K +197 New
HF
1792
Halpern Financial
Virginia
$13.5K – – –
SVCP
1793
Silicon Valley Capital Partners
California
$13.4K +$58 +1 +0.5%
GG
1794
Gleason Group
Kentucky
$13K +$58 +1 +0.5%
LIWM
1795
Long Island Wealth Management
New York
$13K +$10.9K +188 New
FCT
1796
First Community Trust
Iowa
$12.9K – – –
CCC
1797
Chelsea Counsel Company
California
$12.7K – – –
IGWM
1798
ICA Group Wealth Management
Colorado
$12.7K +$10.7K +185 New
FG
1799
Fairman Group
Pennsylvania
$12.7K +$10.6K +184 New
AIC
1800
Archer Investment Corporation
Indiana
$12.5K – – –
70 71
72
73 74