Charles Schwab

SCHW

Market cap $167B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1926	HFS 1926 Horizon Financial Services Winston Salem, North Carolina	$8.36K	–	–	–
1927	RF 1927 Robbins Farley Bedford, New Hampshire	$7.99K	–	–	–
1928	FWM 1928 FLP Wealth Management Bentonville, Arkansas	$7.76K	+$7.86K	+105	New
1929	HWM 1929 HighMark Wealth Management St. Paul, Minnesota	$7.62K	-$7.93K	-106	-51%
1930	MWA 1930 Miller Wealth Advisors Ridgeway, Colorado	$7.4K	–	–	–
1931	SFGP 1931 Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania	$7.4K	+$7.48K	+100	New
1932	WWA 1932 Wingate Wealth Advisors Lexington, Massachusetts	$7.11K	+$7.18K	+96	New
1933	ANBT 1933 American National Bank & Trust Wichita Falls, Texas	$6.66K	–	–	–
1934	RFA 1934 Reyes Financial Architecture San Diego, California	$6.66K	+$6.73K	+90	New
1935	CTWM 1935 Cherry Tree Wealth Management Minnetonka, Minnesota	$6.46K	–	–	–
1936	GWSA 1936 Global Wealth Strategies & Associates Denver, Colorado	$6.14K	–	–	–
1937	TFM 1937 TFC Financial Management Boston, Massachusetts	$6.07K	+$1.12K	+15	+22%
1938	CF 1938 Conquis Financial Milbrae, California	$6K	+$6.06K	+81	New
1939	DPW 1939 DiNuzzo Private Wealth Beaver, Pennsylvania	$5.63K	–	–	–
1940	HNW 1940 High Note Wealth Deephaven, Minnesota	$5.4K	+$5.46K	+73	New
1941	MFS 1941 Mattson Financial Services Kentwood, Michigan	$5.31K	-$1.79M	-23,874	-100%
1942	GTAM 1942 Global Trust Asset Management West Palm Beach, Florida	$5.25K	–	–	–
1943	APW 1943 Aventura Private Wealth Aventura, Florida	$5.18K	+$5.24K	+70	New
1944	FUBT 1944 First United Bank & Trust Oakland, Maryland	$4.81K	–	–	–
1945	HIW 1945 Holos Integrated Wealth Kennett Square, Pennsylvania	$4.81K	+$4.86K	+65	New
1946	JGIA 1946 Jackson Grant Investment Advisers Stamford, Connecticut	$4.59K	–	–	–
1947	EBA 1947 Eagle Bay Advisors New York	$4.44K	–	–	–
1948	DWA 1948 Delos Wealth Advisors Dallas, Texas	$4.29K	+$4.34K	+58	New
1949	DSC 1949 Duncker Streett & Co St. Louis, Missouri	$3.92K	+$3.97K	+53	New
1950	PAG 1950 Paladin Advisory Group Clive, Iowa	$3.85K	–	–	–

Charles Schwab SCHW Market cap $167B

Charles Schwab

SCHW

Market cap $167B