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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMA
1951
Pension & Wealth Management Advisors
Massachusetts
$62.6K -$63.8K -762 -53%
WA
1952
WPG Advisers
Maryland
$62.1K +$1.17K +14 +2%
KHC
1953
Koesten Hirschmann & Crabtree
Kansas
$60.1K – – –
MMG
1954
Monetary Management Group
Missouri
$59.3K – – –
MWM
1955
MorganRosel Wealth Management
Colorado
$57.1K -$3.52K -42 -6%
FFO
1956
Fortitude Family Office
Arizona
$55.7K +$586 +7 +1%
GWP
1957
Gen-Wealth Partners
Michigan
$54.8K – – –
GC
1958
Gould Capital
Washington
$54.7K – – –
DAM
1959
Delta Asset Management
Tennessee
$53.8K – – –
FC
1960
Fairscale Capital
New Hampshire
$53.2K +$45.6K +544 New
WR
1961
WD Rutherford
Oregon
$52.9K +$48.6K +580 New
HFS
1962
Hughes Financial Services
Virginia
$52.5K +$2.51K +30 +6%
CWA
1963
Carolina Wealth Advisors
South Carolina
$51.6K – – –
IRC
1964
Investors Research Corp
Georgia
$51K – – –
CWP
1965
Clark Wealth Partners
Illinois
$50.1K +$586 +7 +1%
KC
1966
Knuff & Co
California
$49.8K – – –
BAM
1967
Byrne Asset Management
New Jersey
$47.6K – – –
MSWM
1968
Mowery & Schoenfeld Wealth Management
Illinois
$46.6K -$146K -1,743 -77%
BFPW
1969
BOK Financial Private Wealth
Colorado
$46.3K +$24.5K +293 +137%
FFWM
1970
Future Financial Wealth Management
Ohio
$45.6K – – –
NSIM
1971
North Star Investment Management
Illinois
$45.6K – – –
GJIA
1972
Glass Jacobson Investment Advisors
Maryland
$45.6K -$9.71K -116 -19%
CIAS
1973
CBIZ Investment Advisory Services
Ohio
$44.8K +$8.79K +105 +27%
KFI
1974
Key Financial Inc
Pennsylvania
$43.4K – – –
WA
1975
Whipplewood Advisors
Colorado
$43K -$1.89M -22,605 -98%
77 78
79
80 81