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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CIR
1801
Clear Investment Research
Georgia
$12.4K – – –
TCM
1802
Tradewinds Capital Management
Washington
$11.9K +$58 +1 +0.6%
RFG
1803
RFP Financial Group
Georgia
$11.3K – – –
WAS
1804
Winch Advisory Services
Wisconsin
$11.1K – – –
ATC
1805
Adirondack Trust Company
New York
$11K +$9.53K +165 New
PP
1806
PrairieView Partners
Minnesota
$11K +$9.36K +162 New
MWM
1807
Mascoma Wealth Management
New Hampshire
$10.3K – – –
GCM
1808
Gables Capital Management
Florida
$10.3K – – –
RTL
1809
Red Tortoise LLC
Georgia
$10.2K +$2.43K +42 +40%
QL
1810
Quarry LP
New York
$10K +$8.43K +146 New
CCMI
1811
Creative Capital Management Investments
California
$9.98K – – –
NECFA
1812
New England Capital Financial Advisors
Connecticut
$9.63K +$58 +1 +0.7%
AP
1813
Arlington Partners
Alabama
$9.56K -$277K -4,802 -97%
HCM
1814
Highlander Capital Management
New Jersey
$9.36K – – –
HC
1815
Hoese & Co
Minnesota
$9.32K – – –
SIS
1816
Strategic Investment Solutions
Illinois
$9.3K -$658K -11,391 -99%
VWA
1817
Valued Wealth Advisors
Utah
$9.15K +$9.64K +167 New
ME
1818
McIlrath & Eck
Washington
$8.98K +$58 +1 +0.8%
TIM
1819
Tortoise Investment Management
New York
$8.88K – – –
FPF
1820
First Pacific Financial
Washington
$8.6K – – –
SIS
1821
Sound Income Strategies
Florida
$8.46K -$1.5K -26 -17%
AFWM
1822
Abich Financial Wealth Management
Virginia
$8.31K +$6.99K +121 New
CFFP
1823
Center for Financial Planning
Michigan
$8.12K – – –
OPTFSNA
1824
Old Point Trust & Financial Services N A
Virginia
$7.98K +$6.7K +116 New
DF
1825
Dunhill Financial
United Kingdom
$7.51K +$6.29K +109 New
71 72
73
74 75