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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
2026
Logan Capital Management
Pennsylvania
$23.4K -$58.9K -703 -73%
PWA
2027
Physician Wealth Advisors
Utah
$23.2K +$4.19K +50 +25%
GCM
2028
Gables Capital Management
Florida
$22.7K +$8.37K +100 +67%
DF
2029
Dunhill Financial
United Kingdom
$22.7K -$6.2K -74 -23%
SL
2030
Salomon & Ludwin
Virginia
$22.7K -$6.7K -80 -24%
VFM
2031
Vision Financial Markets
Connecticut
$22K +$84 +1 +0.4%
AW
2032
Avion Wealth
Texas
$22K +$9.71K +116 +92%
TCM
2033
TD Capital Management
Tennessee
$21.8K +$15.9K +190 +396%
NWM
2034
Nova Wealth Management
Florida
$21.6K +$4.35K +52 +28%
LFASL
2035
Lugano Financial Advisors SA (LFA)
Switzerland
$21.4K +$19.7K +235 New
RF
2036
Roxbury Financial
New Jersey
$20.7K +$84 +1 +0.4%
HC
2037
Hurley Capital
New York
$20.3K +$84 +1 +0.5%
SC
2038
Steph & Co
Wisconsin
$20.2K -$502 -6 -3%
GEA
2039
Glen Eagle Advisors
New Jersey
$19.8K – – –
MWM
2040
Mascoma Wealth Management
New Hampshire
$19.8K – – –
HFS
2041
Horizon Financial Services
North Carolina
$19.5K – – –
AT
2042
Arlington Trust
Alabama
$19.3K – – –
OAJ
2043
Ogorek Anthony Joseph
New York
$19K – – –
TIM
2044
Tortoise Investment Management
New York
$18.6K +$6.28K +75 +58%
AEPWM
2045
Atlantic Edge Private Wealth Management
Florida
$18.2K – – –
FDW
2046
Fourth Dimension Wealth
Ohio
$18.2K – – –
VWM
2047
Vermillion Wealth Management
Minnesota
$18.2K – – –
EWM
2048
Evolution Wealth Management
Florida
$18K +$16.5K +197 New
MDA
2049
Minot DeBlois Advisors
Massachusetts
$17.8K – – –
GG
2050
Gleason Group
Kentucky
$17.7K +$84 +1 +0.5%
80 81
82
83 84