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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1876
Hoey Investments
Pennsylvania
$2.87K -$36.9K -500 -93%
WWM
1877
Wolff Wiese Magana
California
$2.68K +$1.92K +26 +260%
CP
1878
Camelot Portfolios
Ohio
$2.21K +$2.22K +30 New
SIS
1879
Strategic Investment Solutions
Illinois
$2.13K +$2.44K +33 New
SFCL
1880
Strengthening Families & Communities LLC
Massachusetts
$2K +$1.77K +24 New
WA
1881
WestEnd Advisors
North Carolina
$1.84K +$1.4K +19 +317%
DF
1882
DecisionPoint Financial
Arizona
$1.83K – – –
KB
1883
Kimelman & Baird
New York
$1.4K +$1.4K +19 New
DFA
1884
DHJJ Financial Advisors
Illinois
$1.34K – – –
RF
1885
Robinswood Financial
Washington
$1.25K – – –
GFPC
1886
Global Financial Private Client
Florida
$1.18K – – –
BONH
1887
Bank of New Hampshire
New Hampshire
$1.1K – – –
DWA
1888
Delos Wealth Advisors
Texas
$1.03K -$19.2K -260 -95%
CAM
1889
ClariVest Asset Management
California
$1.03K – – –
CWM
1890
Cedar Wealth Management
California
$737 – – –
NL
1891
NVWM LLC
Pennsylvania
$590 – – –
HH
1892
HWG Holdings
Texas
$516 +$517 +7 New
SFC
1893
Strategic Financial Concepts
Texas
$466 +$2.24M +30,278 New
YDMI
1894
Y.D. More Investments
Israel
$155 +$58.4K +790 New
EPW
1895
Evergreen Private Wealth
Colorado
$147 -$15.9K -215 -99%
LWANC
1896
Laurel Wealth Advisors (North Carolina)
North Carolina
$74 – – –
BSB
1897
Bangor Savings Bank
Maine
$35 – – –
DWM
1898
Dogwood Wealth Management
Kansas
$16 – – –
PCFFS
1899
Pacific Center for Financial Services
California
$9 – – –
MC
1900
Maverick Capital
Texas
– -$92.1M -1,273,057 Closed
74 75
76
77 78