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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
S
1776
Sachetta
Massachusetts
$18.1K – – –
RAM
1777
Riggs Asset Management
Pennsylvania
$18K -$2.65M -40,276 -99%
WTA
1778
Washington Trust Advisors
Massachusetts
$17.2K +$9.15K +139 +140%
PWA
1779
Provenance Wealth Advisors
Florida
$17.1K – – –
HGERS
1780
Householder Group Estate & Retirement Specialist
Arizona
$17K +$66 +1 +0.4%
IFAM
1781
Institutional & Family Asset Management
Colorado
$16.3K – – –
WIM
1782
Westside Investment Management
California
$16.3K – – –
HWM
1783
HighMark Wealth Management
Minnesota
$16.1K -$1.12K -17 -7%
AAG
1784
Armstrong Advisory Group
Massachusetts
$16K – – –
RFG
1785
RFP Financial Group
Georgia
$15.9K +$3.69K +56 +34%
EPW
1786
Evergreen Private Wealth
Colorado
$15.7K – – –
BFPW
1787
BOK Financial Private Wealth
Colorado
$15.5K -$1.65K -25 -10%
FDCP
1788
Foster Dykema Cabot & Partners
Massachusetts
$15.3K +$14K +212 New
AT
1789
Arlington Trust
Alabama
$15.3K -$6.39K -97 -31%
CWM
1790
CarsonAllaria Wealth Management
Illinois
$15.3K +$13.9K +211 New
FRA
1791
Front Row Advisors
California
$15.2K +$13.8K +210 New
BEI
1792
Benjamin Edwards Inc
Missouri
$15K – – –
PWMG
1793
Prestige Wealth Management Group
New Jersey
$14.8K -$293K -4,449 -96%
GAA
1794
Global Assets Advisory
Florida
$14.7K +$13.4K +203 New
BL
1795
BFSG LLC
California
$14.5K – – –
LF
1796
LifeSteps Financial
California
$14.5K +$13.2K +200 New
HF
1797
Halpern Financial
Virginia
$14.4K – – –
FFO
1798
Fortitude Family Office
Arizona
$14.3K – – –
SVCP
1799
Silicon Valley Capital Partners
California
$14.1K – – –
CPG
1800
Cornerstone Planning Group
New Jersey
$13.9K -$9.09K -138 -43%
70 71
72
73 74