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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1801
Miller Wealth Advisors
Colorado
$7.19K – – –
PCM
1802
Penserra Capital Management
California
$7K -$1.97K -30 -20%
RF
1803
Robbins Farley
New Hampshire
$7K – – –
RWM
1804
Reston Wealth Management
Virginia
$6.48K +$6.57K +100 New
GFPC
1805
Global Financial Private Client
Florida
$6.16K +$5.19K +79 +494%
HGERS
1806
Householder Group Estate & Retirement Specialist
Arizona
$6K – – –
ANBT
1807
American National Bank & Trust
Texas
$5.83K – – –
CTWM
1808
Cherry Tree Wealth Management
Minnesota
$5.65K – – –
FDCP
1809
Foster Dykema Cabot & Partners
Massachusetts
$5.38K -$6.24K -95 -53%
GWSA
1810
Global Wealth Strategies & Associates
Colorado
$5.38K +$5.45K +83 New
AW
1811
Avion Wealth
Texas
$5K -$1.97K -30 -25%
DPW
1812
DiNuzzo Private Wealth
Pennsylvania
$4.93K -$66 -1 -1%
GTAM
1813
Global Trust Asset Management
Florida
$4.6K -$6.57K -100 -58%
TFM
1814
TFC Financial Management
Massachusetts
$4.35K -$25K -380 -85%
FUBT
1815
First United Bank & Trust
Maryland
$4.21K – – –
WWM
1816
Wolff Wiese Magana
California
$4.04K +$1.71K +26 +72%
JGIA
1817
Jackson Grant Investment Advisers
Connecticut
$4.02K – – –
EBA
1818
Eagle Bay Advisors
New York
$3.89K – – –
FCAS
1819
First Command Advisory Services
Texas
$3.56K +$3.61K +55 New
PAG
1820
Paladin Advisory Group
Iowa
$3.37K – – –
SC
1821
SouthState Corp
Florida
$3.37K – – –
CPA
1822
Clear Point Advisors
New York
$3.32K – – –
BHWM
1823
Bay Harbor Wealth Management
Maryland
$3.32K – – –
T
1824
Tidemark
California
$3.31K – – –
PCWA
1825
Pacific Capital Wealth Advisors
California
$3.24K -$13.5K -206 -80%
71 72
73
74 75