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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
1926
Nova Wealth Management
Florida
$14.5K +$14.5K +185 New
NFSG
1927
Newbridge Financial Services Group
Florida
$14.3K +$4.16K +53 +41%
AIM
1928
Arcadia Investment Management
Michigan
$14.2K – – –
NI
1929
NCP Inc
California
$14.2K – – –
CIR
1930
Clear Investment Research
Georgia
$14.1K – – –
ME
1931
McIlrath & Eck
Washington
$13.7K -$392 -5 -3%
FNWA
1932
Financial Network Wealth Advisors
Utah
$13.5K +$13.6K +173 New
BMC
1933
Bear Mountain Capital
Washington
$13.2K -$9.03K -115 -41%
GFPC
1934
Global Financial Private Client
Florida
$12.5K +$3.61K +46 +40%
PP
1935
PrairieView Partners
Minnesota
$12K – – –
PWMG
1936
Prestige Wealth Management Group
New Jersey
$12K – – –
HC
1937
Hoese & Co
Minnesota
$11.9K – – –
MIA
1938
MeadowBrook Investment Advisors
Michigan
$11.7K – – –
GCM
1939
Gables Capital Management
Florida
$11.7K – – –
TWD
1940
True Wealth Design
Ohio
$11.7K +$10.4K +133 +831%
RTL
1941
Red Tortoise LLC
Georgia
$11.6K – – –
T
1942
Transce3nd
Texas
$11.4K -$6.12K -78 -35%
GSWM
1943
Golden State Wealth Management
California
$11.4K -$54.1K -689 -83%
NECFA
1944
New England Capital Financial Advisors
Connecticut
$11.1K – – –
SN
1945
Sittner & Nelson
Oregon
$11.1K – – –
GA
1946
GoalVest Advisory
New York
$10.6K +$471 +6 +5%
FGAM
1947
Financial Gravity Asset Management
Texas
$10.2K +$10.2K +130 New
TIM
1948
Tortoise Investment Management
New York
$10.1K – – –
RAM
1949
Riggs Asset Management
Pennsylvania
$9.47K – – –
CWM
1950
Consultiva Wealth Management
Puerto Rico
$9.47K – – –
76 77
78
79 80