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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1926
HighMark Wealth Management
Minnesota
$7.62K -$7.93K -106 -51%
MWA
1927
Miller Wealth Advisors
Colorado
$7.4K – – –
SFGP
1928
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$7.4K +$7.48K +100 New
WWA
1929
Wingate Wealth Advisors
Massachusetts
$7.11K +$7.18K +96 New
ANBT
1930
American National Bank & Trust
Texas
$6.66K – – –
RFA
1931
Reyes Financial Architecture
California
$6.66K +$6.73K +90 New
CTWM
1932
Cherry Tree Wealth Management
Minnesota
$6.46K – – –
GWSA
1933
Global Wealth Strategies & Associates
Colorado
$6.14K – – –
TFM
1934
TFC Financial Management
Massachusetts
$6.07K +$1.12K +15 +22%
CF
1935
Conquis Financial
California
$6K +$6.06K +81 New
DPW
1936
DiNuzzo Private Wealth
Pennsylvania
$5.63K – – –
HNW
1937
High Note Wealth
Minnesota
$5.4K +$5.46K +73 New
MFS
1938
Mattson Financial Services
Michigan
$5.31K -$1.79M -23,874 -100%
GTAM
1939
Global Trust Asset Management
Florida
$5.25K – – –
APW
1940
Aventura Private Wealth
Florida
$5.18K +$5.24K +70 New
FUBT
1941
First United Bank & Trust
Maryland
$4.81K – – –
HIW
1942
Holos Integrated Wealth
Pennsylvania
$4.81K +$4.86K +65 New
JGIA
1943
Jackson Grant Investment Advisers
Connecticut
$4.59K – – –
EBA
1944
Eagle Bay Advisors
New York
$4.44K – – –
DWA
1945
Delos Wealth Advisors
Texas
$4.29K +$4.34K +58 New
RDIA
1946
RE Dickinson Investment Advisors
Iowa
$4K +$449 +6 New
DSC
1947
Duncker Streett & Co
Missouri
$3.92K +$3.97K +53 New
PAG
1948
Paladin Advisory Group
Iowa
$3.85K – – –
SWP
1949
SIMA Wealth Partners
Virginia
$3.8K +$3.82K +51 New
BHWM
1950
Bay Harbor Wealth Management
Maryland
$3.8K – – –
76 77
78
79 80