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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1801
Whipplewood Advisors
Colorado
$46.1K +$46.6K +623 New
GJIA
1802
Glass Jacobson Investment Advisors
Maryland
$45.6K – – –
FLP
1803
Financial Life Planners
Arizona
$45.5K +$46K +615 New
TWC
1804
TD Waterhouse Canada
Ontario, Canada
$45.2K +$3.74K +50 +9%
AIP
1805
Arrowpoint Investment Partners
Singapore
$45.1K +$45.6K +610 New
KC
1806
Knuff & Co
California
$44.8K +$42.1K +563 +1,309%
GWP
1807
Gen-Wealth Partners
Michigan
$44.8K -$31.4K -420 -41%
FFO
1808
Fortitude Family Office
Arizona
$44.7K +$3.44K +46 +8%
GC
1809
Gould Capital
Washington
$44.4K – – –
BAM
1810
Byrne Asset Management
New Jersey
$42K -$7.48K -100 -15%
CWA
1811
Carolina Wealth Advisors
South Carolina
$41.8K – – –
FFA
1812
Fairfield Financial Advisors
Massachusetts
$41.7K -$28.9K -386 -41%
AF
1813
Atala Financial
California
$41.1K +$41.6K +556 New
CWP
1814
Clark Wealth Partners
Illinois
$40K +$40.4K +540 New
HBW
1815
Hazlett, Burt & Watson
West Virginia
$38K +$75 +1 +0.2%
WAG
1816
Wiser Advisor Group
Arizona
$37.9K +$150 +2 +0.4%
MSWM
1817
Mowery & Schoenfeld Wealth Management
Illinois
$37.7K +$38.1K +509 New
PA
1818
PSI Advisors
Florida
$37.7K – – –
JSAM
1819
J. Safra Asset Management
New York
$37.1K – – –
FFWM
1820
Future Financial Wealth Management
Ohio
$37K – – –
NSIM
1821
North Star Investment Management
Illinois
$37K – – –
KFI
1822
Key Financial Inc
Pennsylvania
$34.2K – – –
AFG
1823
Albion Financial Group
Utah
$33.4K -$561K -7,500 -94%
FPB
1824
First PREMIER Bank
South Dakota
$33K – – –
CAM
1825
Costello Asset Management
Pennsylvania
$32.2K -$13.1K -175 -29%
71 72
73
74 75