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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
1776
Bear Mountain Capital
Washington
$23.7K – – –
GWSG
1777
GPS Wealth Strategies Group
Colorado
$23.7K +$1.63K +22 +7%
IRC
1778
Investors Research Corp
Georgia
$23.5K – – –
VWA
1779
Valued Wealth Advisors
Utah
$23.3K +$4.29K +58 +22%
RA
1780
Ransom Advisory
Rhode Island
$22.1K +$22.2K +300 New
BWL
1781
Bogart Wealth LLC
Virginia
$21.6K -$28.1K -381 -56%
BHWM
1782
Beaird Harris Wealth Management
Texas
$21.5K – – –
BAM
1783
Bellevue Asset Management
Washington
$21.4K +$74 +1 +0.3%
TWD
1784
True Wealth Design
Ohio
$21.3K – – –
MWM
1785
Mascoma Wealth Management
New Hampshire
$20.9K +$9.82K +133 +89%
TCA
1786
Trifecta Capital Advisors
Illinois
$20.8K – – –
AEPWM
1787
Atlantic Edge Private Wealth Management
Florida
$20.4K – – –
SWM
1788
Sugarloaf Wealth Management
Georgia
$20.3K – – –
BBPWM
1789
Blue Bell Private Wealth Management
Pennsylvania
$19.9K – – –
PFA
1790
Pathway Financial Advisers
Indiana
$19.6K +$222 +3 +1%
BCMLT
1791
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.3K -$11.7K -159 -38%
RAM
1792
Riggs Asset Management
Pennsylvania
$19.2K +$886 +12 +5%
CSWM
1793
Cassady Schiller Wealth Management
Ohio
$19.1K – – –
FCG
1794
Financial Connections Group
California
$19K +$20K +271 New
AWM
1795
Abound Wealth Management
Tennessee
$19K -$1.03K -14 -5%
PCWA
1796
Pacific Capital Wealth Advisors
California
$18.9K +$18.9K +256 New
HWM
1797
HighMark Wealth Management
Minnesota
$18.4K +$2.07K +28 +13%
WTA
1798
Washington Trust Advisors
Massachusetts
$17.5K – – –
WIM
1799
Westside Investment Management
California
$16.6K – – –
GEA
1800
Glen Eagle Advisors
New Jersey
$16K +$11.4K +155 +250%
70 71
72
73 74