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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
IGWM
1826
ICA Group Wealth Management
Colorado
$9.4K -$3.62K -55 -30%
DF
1827
Dunhill Financial
United Kingdom
$9.3K +$1.32K +20 +18%
FPF
1828
First Pacific Financial
Washington
$9.04K – – –
SIS
1829
Sound Income Strategies
Florida
$8.9K – – –
CFFP
1830
Center for Financial Planning
Michigan
$8.54K – – –
OPTFSNA
1831
Old Point Trust & Financial Services N A
Virginia
$8.39K – – –
HFS
1832
Horizon Financial Services
North Carolina
$8.17K +$7.44K +113 New
TCM
1833
TruNorth Capital Management
Michigan
$8.17K +$7.44K +113 New
AW
1834
Avion Wealth
Texas
$8K +$1.38K +21 +27%
RF
1835
Robbins Farley
New Hampshire
$7.81K – – –
TC
1836
Trust Company
Kansas
$7.81K +$7.11K +108 New
LWCFA
1837
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.43K +$6.59K +100 New
MWA
1838
Miller Wealth Advisors
Colorado
$7.23K – – –
NC
1839
NewSquare Capital
Pennsylvania
$7.16K – – –
ANBT
1840
American National Bank & Trust
Texas
$6.51K – – –
CTWM
1841
Cherry Tree Wealth Management
Minnesota
$6.31K – – –
AWM
1842
Activest Wealth Management
Florida
$5.09K – – –
CAM
1843
Creekmur Asset Management
Illinois
$4.7K – – –
FUBT
1844
First United Bank & Trust
Maryland
$4.7K – – –
PS
1845
PayPay Securities
Japan
$4.63K -$395 -6 -9%
DPW
1846
DiNuzzo Private Wealth
Pennsylvania
$4.63K – – –
GEA
1847
Glen Eagle Advisors
New Jersey
$4.49K – – –
JGIA
1848
Jackson Grant Investment Advisers
Connecticut
$4.49K – – –
EBA
1849
Eagle Bay Advisors
New York
$4.34K – – –
AP
1850
Aspect Partners
Virginia
$4.27K +$2.9K +44 +293%
72 73
74
75 76