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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1851
Ransom Advisory
Rhode Island
$22.2K – – –
PSFG
1852
Park Square Financial Group
Georgia
$22.2K +$22.4K +300 New
BGA
1853
Battery Global Advisors
Massachusetts
$22.1K +$75 +1 +0.3%
BHWM
1854
Beaird Harris Wealth Management
Texas
$21.6K – – –
BAM
1855
Bellevue Asset Management
Washington
$21.6K – – –
AWM
1856
Abound Wealth Management
Tennessee
$21K -$599 -8 -3%
VWA
1857
Valued Wealth Advisors
Utah
$20.9K -$374 -5 -2%
TCA
1858
Trifecta Capital Advisors
Illinois
$20.9K – – –
BWL
1859
Bogart Wealth LLC
Virginia
$20.4K – – –
SWM
1860
Sugarloaf Wealth Management
Georgia
$20.4K – – –
CPG
1861
Cornerstone Planning Group
New Jersey
$20.1K +$1.2K +16 +7%
FCG
1862
Financial Connections Group
California
$20K – – –
FFA
1863
Frazier Financial Advisors
Ohio
$19.9K -$9.58K -128 -32%
PFA
1864
Pathway Financial Advisers
Indiana
$19.8K +$75 +1 +0.4%
SO
1865
Sierra Ocean
California
$19.4K +$19.6K +262 New
RF
1866
Roxbury Financial
New Jersey
$18.6K +$16.8K +225 New
FIA
1867
FPC Investment Advisory
California
$18K +$16.2K +217 New
T
1868
Transce3nd
Texas
$16.6K +$16.8K +224 New
HC
1869
Hurley Capital
New York
$16.5K +$16.5K +221 New
BFPW
1870
BOK Financial Private Wealth
Colorado
$16.1K +$224 +3 +1%
MWM
1871
Mascoma Wealth Management
New Hampshire
$16.1K -$4.94K -66 -23%
GEA
1872
Glen Eagle Advisors
New Jersey
$16.1K – – –
AT
1873
Arlington Trust
Alabama
$15.6K – – –
POIA
1874
Pin Oak Investment Advisors
Texas
$15K – – –
MMCM
1875
Murphy & Mullick Capital Management
New York
$14.9K +$15K +201 New
73 74
75
76 77