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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1801
Tradewinds Capital Management
Washington
$11.9K +$58 +1 +0.6%
RFG
1802
RFP Financial Group
Georgia
$11.3K – – –
WAS
1803
Winch Advisory Services
Wisconsin
$11.1K – – –
ATC
1804
Adirondack Trust Company
New York
$11K +$9.53K +165 New
PP
1805
PrairieView Partners
Minnesota
$11K +$9.36K +162 New
MWM
1806
Mascoma Wealth Management
New Hampshire
$10.3K – – –
GCM
1807
Gables Capital Management
Florida
$10.3K – – –
RTL
1808
Red Tortoise LLC
Georgia
$10.2K +$2.43K +42 +40%
QL
1809
Quarry LP
New York
$10K +$8.43K +146 New
CCMI
1810
Creative Capital Management Investments
California
$9.98K – – –
NECFA
1811
New England Capital Financial Advisors
Connecticut
$9.63K +$58 +1 +0.7%
AP
1812
Arlington Partners
Alabama
$9.56K -$277K -4,802 -97%
HCM
1813
Highlander Capital Management
New Jersey
$9.36K – – –
HC
1814
Hoese & Co
Minnesota
$9.32K – – –
SIS
1815
Strategic Investment Solutions
Illinois
$9.3K -$658K -11,391 -99%
VWA
1816
Valued Wealth Advisors
Utah
$9.15K +$9.64K +167 New
ME
1817
McIlrath & Eck
Washington
$8.98K +$58 +1 +0.8%
TIM
1818
Tortoise Investment Management
New York
$8.88K – – –
FPF
1819
First Pacific Financial
Washington
$8.6K – – –
SIS
1820
Sound Income Strategies
Florida
$8.46K -$1.5K -26 -17%
AFWM
1821
Abich Financial Wealth Management
Virginia
$8.31K +$6.99K +121 New
CFFP
1822
Center for Financial Planning
Michigan
$8.12K – – –
OPTFSNA
1823
Old Point Trust & Financial Services N A
Virginia
$7.98K +$6.7K +116 New
DF
1824
Dunhill Financial
United Kingdom
$7.51K +$6.29K +109 New
RF
1825
Robbins Farley
New Hampshire
$7.43K – – –
71 72
73
74 75