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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1826
PrairieView Partners
Minnesota
$11K – – –
GCM
1827
Gables Capital Management
Florida
$11K – – –
RTL
1828
Red Tortoise LLC
Georgia
$10.9K – – –
CCMI
1829
Creative Capital Management Investments
California
$10.7K – – –
SN
1830
Sittner & Nelson
Oregon
$10.5K – – –
NECFA
1831
New England Capital Financial Advisors
Connecticut
$10.4K +$74 +1 +0.7%
SIS
1832
Sound Income Strategies
Florida
$10K +$960 +13 +11%
DF
1833
Dunhill Financial
United Kingdom
$9.66K +$148 +2 +2%
ME
1834
McIlrath & Eck
Washington
$9.65K – – –
SC
1835
Stephens Consulting
Michigan
$9.29K +$9.31K +126 New
FPF
1836
First Pacific Financial
Washington
$9.21K – – –
CHA
1837
Carmichael Hill & Associates
Maryland
$9.1K -$960 -13 -10%
HFA
1838
Hershey Financial Advisers
Pennsylvania
$8.99K +$9.01K +122 New
IA
1839
Icon Advisers
Colorado
$8.84K +$8.87K +120 New
BL
1840
BFSG LLC
California
$8.7K -$6.06K -82 -41%
CFFP
1841
Center for Financial Planning
Michigan
$8.7K – – –
OPTFSNA
1842
Old Point Trust & Financial Services N A
Virginia
$8.55K – – –
HFS
1843
Horizon Financial Services
North Carolina
$8.33K – – –
AW
1844
Avion Wealth
Texas
$8K +$1.55K +21 +21%
RF
1845
Robbins Farley
New Hampshire
$7.96K – – –
TWP
1846
Triad Wealth Partners
Kansas
$7.59K +$7.61K +103 New
IGWM
1847
ICA Group Wealth Management
Colorado
$7.37K -$2.22K -30 -23%
MWA
1848
Miller Wealth Advisors
Colorado
$7.37K – – –
HGERS
1849
Householder Group Estate & Retirement Specialist
Arizona
$7K -$9.82K -133 -57%
RFG
1850
RFP Financial Group
Georgia
$6.93K -$9.31K -126 -57%
72 73
74
75 76