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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
1851
Armstrong Advisory Group
Massachusetts
$6.71K -$10.4K -141 -61%
ANBT
1852
American National Bank & Trust
Texas
$6.63K – – –
CTWM
1853
Cherry Tree Wealth Management
Minnesota
$6.43K – – –
CAM
1854
Creekmur Asset Management
Illinois
$6.04K +$1.26K +17 +26%
RWM
1855
Ruedi Wealth Management
Illinois
$5.89K +$5.91K +80 New
DPW
1856
DiNuzzo Private Wealth
Pennsylvania
$5.67K +$960 +13 +20%
FW
1857
Fairway Wealth
Ohio
$5.38K +$5.39K +73 New
AWM
1858
Activest Wealth Management
Florida
$5.2K +$74 +1 +1%
FUBT
1859
First United Bank & Trust
Maryland
$4.79K – – –
JGIA
1860
Jackson Grant Investment Advisers
Connecticut
$4.57K – – –
EBA
1861
Eagle Bay Advisors
New York
$4.42K – – –
PS
1862
PayPay Securities
Japan
$4.35K -$369 -5 -8%
SC
1863
SouthState Corp
Florida
$3.83K +$3.84K +52 New
PAG
1864
Paladin Advisory Group
Iowa
$3.82K – – –
CPA
1865
Clear Point Advisors
New York
$3.76K – – –
BHWM
1866
Bay Harbor Wealth Management
Maryland
$3.76K +$74 +1 +2%
T
1867
Tidemark
California
$3.76K – – –
FNWA
1868
Financial Network Wealth Advisors
Utah
$3.75K +$4.21K +57 New
NFSG
1869
Newbridge Financial Services Group
Florida
$3.69K -$8.49K -115 -70%
MIA
1870
MeadowBrook Investment Advisors
Michigan
$3.69K – – –
AP
1871
Aspect Partners
Virginia
$3.54K -$813 -11 -19%
CPG
1872
Custom Portfolio Group
Colorado
$3.46K – – –
AFWM
1873
Abich Financial Wealth Management
Virginia
$3.39K – – –
WCM
1874
Westend Capital Management
California
$3.3K -$8.72K -118 -72%
HFS
1875
HBC Financial Services
Washington
$3K – – –
73 74
75
76 77