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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1951
SIMA Wealth Partners
Virginia
$3.8K +$3.82K +51 New
BHWM
1952
Bay Harbor Wealth Management
Maryland
$3.8K – – –
T
1953
Tidemark
California
$3.77K – – –
TCM
1954
TD Capital Management
Tennessee
$3.56K +$3.59K +48 New
BSB
1955
Bangor Savings Bank
Maine
$3.4K – – –
WCM
1956
Westend Capital Management
California
$3.33K – – –
PS
1957
PayPay Securities
Japan
$3.18K – – –
Q1WB
1958
Quest 10 Wealth Builders
Virginia
$3.18K +$3.22K +43 New
BBPWM
1959
Blue Bell Private Wealth Management
Pennsylvania
$3.15K +$1.72K +23 +115%
HFS
1960
HBC Financial Services
Washington
$3K – – –
AG
1961
AmeriFlex Group
Nevada
$2.98K +$2.69K +36 New
MFG
1962
Mendota Financial Group
Wisconsin
$2.96K -$134K -1,791 -98%
RWM
1963
Ruedi Wealth Management
Illinois
$2.96K – – –
RJA
1964
Ross\Johnson & Associates
Minnesota
$2.96K +$2.99K +40 New
HI
1965
Hoey Investments
Pennsylvania
$2.89K – – –
ACM
1966
Anfield Capital Management
California
$2.89K +$2.92K +39 New
WW
1967
Winnow Wealth
Texas
$2.55K +$2.62K +35 New
1IA
1968
1620 Investment Advisors
Massachusetts
$2.44K +$1.2K +16 +94%
NRG
1969
Nemes Rush Group
Michigan
$2.44K +$2.47K +33 New
SAM
1970
Synergy Asset Management
Washington
$2.4K +$2.77K +37 New
WA
1971
WestEnd Advisors
North Carolina
$2.29K +$224 +3 +11%
SIS
1972
Strategic Investment Solutions
Illinois
$2.23K -$7.86K -105 -77%
DF
1973
DecisionPoint Financial
Arizona
$2.09K – – –
OSNBOA
1974
Old Second National Bank of Aurora
Illinois
$1.7K +$1.72K +23 New
DFA
1975
DHJJ Financial Advisors
Illinois
$1.5K – – –
77 78
79
80 81