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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
2051
Pin Oak Investment Advisors
Texas
$17K – – –
AIM
2052
Arcadia Investment Management
Michigan
$16.6K – – –
FRA
2053
Front Row Advisors
California
$16.4K -$285K -3,409 -95%
CIR
2054
Clear Investment Research
Georgia
$16.4K – – –
ME
2055
McIlrath & Eck
Washington
$16K – – –
FNWA
2056
Financial Network Wealth Advisors
Utah
$15.9K +$84 +1 +0.6%
TWD
2057
True Wealth Design
Ohio
$15.9K +$2.09K +25 +17%
T
2058
Transce3nd
Texas
$15.2K +$1.76K +21 +14%
MCI
2059
MRP Capital Investments
Georgia
$15.1K +$4.19K +50 +43%
RF
2060
Rossby Financial
Florida
$14.3K +$10.1K +121 +336%
PP
2061
PrairieView Partners
Minnesota
$14K – – –
PWMG
2062
Prestige Wealth Management Group
New Jersey
$14K – – –
HWM
2063
HighMark Wealth Management
Minnesota
$13.9K +$2.18K +26 +21%
RTL
2064
Red Tortoise LLC
Georgia
$13.5K – – –
NECFA
2065
New England Capital Financial Advisors
Connecticut
$13K +$84 +1 +0.7%
SN
2066
Sittner & Nelson
Oregon
$13K – – –
BBPWM
2067
Blue Bell Private Wealth Management
Pennsylvania
$12.5K +$7.87K +94 +219%
ITFISA
2068
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$11.1K +$10.2K +122 New
RAM
2069
Riggs Asset Management
Pennsylvania
$11K – – –
CWM
2070
Consultiva Wealth Management
Puerto Rico
$11K – – –
IA
2071
Icon Advisers
Colorado
$10.9K +$10K +120 New
DWM
2072
Dogwood Wealth Management
Kansas
$10.9K +$2.09K +25 +27%
BL
2073
BFSG LLC
California
$10.8K -$13.8K -165 -58%
OPTFSNA
2074
Old Point Trust & Financial Services N A
Virginia
$10.6K – – –
RF
2075
Robbins Farley
New Hampshire
$9.85K – – –
81 82
83
84 85