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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MDA
1926
Minot DeBlois Advisors
Massachusetts
$15.3K – – –
GG
1927
Gleason Group
Kentucky
$15.1K +$78 +1 +0.5%
TCM
1928
Tradewinds Capital Management
Washington
$14.6K +$78 +1 +0.5%
NWM
1929
Nova Wealth Management
Florida
$14.5K +$14.5K +185 New
NFSG
1930
Newbridge Financial Services Group
Florida
$14.3K +$4.16K +53 +41%
AIM
1931
Arcadia Investment Management
Michigan
$14.2K – – –
NI
1932
NCP Inc
California
$14.2K – – –
CIR
1933
Clear Investment Research
Georgia
$14.1K – – –
ME
1934
McIlrath & Eck
Washington
$13.7K -$392 -5 -3%
FNWA
1935
Financial Network Wealth Advisors
Utah
$13.5K +$13.6K +173 New
BMC
1936
Bear Mountain Capital
Washington
$13.2K -$9.03K -115 -41%
GFPC
1937
Global Financial Private Client
Florida
$12.5K +$3.61K +46 +40%
PP
1938
PrairieView Partners
Minnesota
$12K – – –
PWMG
1939
Prestige Wealth Management Group
New Jersey
$12K – – –
HC
1940
Hoese & Co
Minnesota
$11.9K – – –
MIA
1941
MeadowBrook Investment Advisors
Michigan
$11.7K – – –
GCM
1942
Gables Capital Management
Florida
$11.7K – – –
TWD
1943
True Wealth Design
Ohio
$11.7K +$10.4K +133 +831%
RTL
1944
Red Tortoise LLC
Georgia
$11.6K – – –
T
1945
Transce3nd
Texas
$11.4K -$6.12K -78 -35%
GSWM
1946
Golden State Wealth Management
California
$11.4K -$54.1K -689 -83%
NECFA
1947
New England Capital Financial Advisors
Connecticut
$11.1K – – –
SN
1948
Sittner & Nelson
Oregon
$11.1K – – –
GA
1949
GoalVest Advisory
New York
$10.6K +$471 +6 +5%
FGAM
1950
Financial Gravity Asset Management
Texas
$10.2K +$10.2K +130 New
76 77
78
79 80