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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
OPTFSNA
1951
Old Point Trust & Financial Services N A
Virginia
$9.08K – – –
MCI
1952
MRP Capital Investments
Georgia
$9K -$3.92K -50 -30%
PCM
1953
Penserra Capital Management
California
$9K -$297K -3,786 -97%
AW
1954
Avion Wealth
Texas
$9K – – –
SFGP
1955
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$8.92K +$1.1K +14 +14%
RF
1956
Robbins Farley
New Hampshire
$8.46K – – –
GWM
1957
Graybill Wealth Management
Illinois
$8.45K +$8.48K +108 New
TFM
1958
TFC Financial Management
Massachusetts
$8.3K +$1.88K +24 +29%
HWM
1959
HighMark Wealth Management
Minnesota
$8.3K +$1.8K +23 +22%
NSG
1960
Nalls Sherbakoff Group
Tennessee
$8.06K +$8.08K +103 New
MWA
1961
Miller Wealth Advisors
Colorado
$7.83K – – –
APW
1962
Aventura Private Wealth
Florida
$7.44K +$1.96K +25 +36%
DWM
1963
Dogwood Wealth Management
Kansas
$7.36K +$7.38K +94 New
FUBT
1964
First United Bank & Trust
Maryland
$7.28K +$2.2K +28 +43%
RFG
1965
REAP Financial Group
Texas
$7.2K +$7.14K +91 +9,100%
ANBT
1966
American National Bank & Trust
Texas
$7.04K – – –
RFA
1967
Reyes Financial Architecture
California
$7.04K – – –
CTWM
1968
Cherry Tree Wealth Management
Minnesota
$6.83K – – –
GWSA
1969
Global Wealth Strategies & Associates
Colorado
$6.5K – – –
DPW
1970
DiNuzzo Private Wealth
Pennsylvania
$6.11K +$157 +2 +3%
AIP
1971
Arrowpoint Investment Partners
Singapore
$6.03K -$41.8K -533 -87%
EWA
1972
EQ Wealth Advisors
Texas
$5.79K +$5.81K +74 New
HNW
1973
High Note Wealth
Minnesota
$5.64K -$78 -1 -1%
GTAM
1974
Global Trust Asset Management
Florida
$5.56K – – –
BHWM
1975
Bay Harbor Wealth Management
Maryland
$5.29K +$1.33K +17 +33%
77 78
79
80 81