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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
1776
Householder Group Estate & Retirement Specialist
Arizona
$17K +$66 +1 +0.4%
IFAM
1777
Institutional & Family Asset Management
Colorado
$16.3K – – –
WIM
1778
Westside Investment Management
California
$16.3K – – –
HWM
1779
HighMark Wealth Management
Minnesota
$16.1K -$1.12K -17 -7%
AAG
1780
Armstrong Advisory Group
Massachusetts
$16K – – –
RFG
1781
RFP Financial Group
Georgia
$15.9K +$3.69K +56 +34%
EPW
1782
Evergreen Private Wealth
Colorado
$15.7K – – –
BFPW
1783
BOK Financial Private Wealth
Colorado
$15.5K -$1.65K -25 -10%
FDCP
1784
Foster Dykema Cabot & Partners
Massachusetts
$15.3K +$14K +212 New
AT
1785
Arlington Trust
Alabama
$15.3K -$6.39K -97 -31%
CWM
1786
CarsonAllaria Wealth Management
Illinois
$15.3K +$13.9K +211 New
FRA
1787
Front Row Advisors
California
$15.2K +$13.8K +210 New
BEI
1788
Benjamin Edwards Inc
Missouri
$15K – – –
PWMG
1789
Prestige Wealth Management Group
New Jersey
$14.8K -$293K -4,449 -96%
BL
1790
BFSG LLC
California
$14.5K – – –
LF
1791
LifeSteps Financial
California
$14.5K +$13.2K +200 New
HF
1792
Halpern Financial
Virginia
$14.4K – – –
FFO
1793
Fortitude Family Office
Arizona
$14.3K – – –
SVCP
1794
Silicon Valley Capital Partners
California
$14.1K – – –
CPG
1795
Cornerstone Planning Group
New Jersey
$13.9K -$9.09K -138 -43%
GG
1796
Gleason Group
Kentucky
$13.8K – – –
FCT
1797
First Community Trust
Iowa
$13.6K – – –
LI
1798
LRI Investments
Florida
$13.5K +$12.2K +186 New
FG
1799
Fairman Group
Pennsylvania
$13.3K – – –
TIM
1800
Tortoise Investment Management
New York
$13.2K +$3.56K +54 +42%
70 71
72
73 74