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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
1901
Red Tortoise LLC
Georgia
$11K – – –
CCMI
1902
Creative Capital Management Investments
California
$10.7K – – –
LIS
1903
Legacy Investment Solutions
Idaho
$10.6K -$3.74K -50 -28%
LWMI
1904
Legacy Wealth Management (Idaho)
Idaho
$10.6K -$3.74K -50 -28%
SN
1905
Sittner & Nelson
Oregon
$10.5K – – –
NECFA
1906
New England Capital Financial Advisors
Connecticut
$10.5K +$75 +1 +0.7%
WAS
1907
Winch Advisory Services
Wisconsin
$9.91K -$2.1K -28 -17%
NFSG
1908
Newbridge Financial Services Group
Florida
$9.64K +$9.73K +130 New
FGC
1909
Financial Gravity Companies
Texas
$9.62K – – –
GA
1910
GoalVest Advisory
New York
$9.62K +$9.73K +130 New
TIM
1911
Tortoise Investment Management
New York
$9.55K -$2.17K -29 -18%
FPF
1912
First Pacific Financial
Washington
$9.25K – – –
AW
1913
Avion Wealth
Texas
$9K +$2.69K +36 +40%
CWM
1914
Consultiva Wealth Management
Puerto Rico
$8.96K +$9.05K +121 New
RAM
1915
Riggs Asset Management
Pennsylvania
$8.95K -$7.78K -104 -46%
IA
1916
Icon Advisers
Colorado
$8.88K +$8.98K +120 New
OPTFSNA
1917
Old Point Trust & Financial Services N A
Virginia
$8.59K – – –
MFG
1918
Menard Financial Group
Texas
$8.59K +$8.68K +116 New
NC
1919
NewSquare Capital
Pennsylvania
$8.59K +$8.68K +116 New
FG
1920
Fairman Group
Pennsylvania
$8.51K -$5.16K -69 -38%
GFPC
1921
Global Financial Private Client
Florida
$8.44K +$1.42K +19 +20%
PA
1922
Pineridge Advisors
Missouri
$8.44K +$8.53K +114 New
HFS
1923
Horizon Financial Services
North Carolina
$8.36K – – –
RF
1924
Robbins Farley
New Hampshire
$7.99K – – –
FWM
1925
FLP Wealth Management
Arkansas
$7.76K +$7.86K +105 New
75 76
77
78 79