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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2051
RMG Wealth Management
Wisconsin
$26.9K – – –
PGAM
2052
Princeton Global Asset Management
New Jersey
$26.6K – – –
AWM
2053
Abound Wealth Management
Tennessee
$26.2K +$949 +10 +4%
SHIM
2054
Stone House Investment Management
Pennsylvania
$25.2K +$664 +7 +3%
RF
2055
Robinswood Financial
Washington
$25K – – –
FCG
2056
Financial Connections Group
California
$25K -$94.9K -1,000 -79%
LCM
2057
Logan Capital Management
Pennsylvania
$24.4K – – –
GCM
2058
Gables Capital Management
Florida
$23.8K – – –
GA
2059
Guerra Advisors
Florida
$23.1K +$23K +242 New
VFM
2060
Vision Financial Markets
Connecticut
$23.1K – – –
TCM
2061
TD Capital Management
Tennessee
$22.8K +$95 +1 +0.4%
NWM
2062
Nova Wealth Management
Florida
$22.7K – – –
LFASL
2063
Lugano Financial Advisors SA (LFA)
Switzerland
$22.4K – – –
SL
2064
Salomon & Ludwin
Virginia
$22.4K -$949 -10 -4%
RF
2065
Roxbury Financial
New Jersey
$21.7K – – –
TIM
2066
Tortoise Investment Management
New York
$21.5K +$1.99K +21 +10%
VWM
2067
Vermillion Wealth Management
Minnesota
$21.5K +$2.37K +25 +13%
POIA
2068
Pin Oak Investment Advisors
Texas
$21.4K – – –
HC
2069
Hurley Capital
New York
$21.3K – – –
OAJ
2070
Ogorek Anthony Joseph
New York
$21K +$759 +8 +4%
MWM
2071
Mascoma Wealth Management
New Hampshire
$20.7K – – –
HFS
2072
Horizon Financial Services
North Carolina
$20.4K – – –
BBPWM
2073
Blue Bell Private Wealth Management
Pennsylvania
$20.3K +$7.21K +76 +55%
DF
2074
Dunhill Financial
United Kingdom
$20.1K -$3.51K -37 -15%
PFA
2075
Pathway Financial Advisers
Indiana
$19.8K +$19.7K +208 New
81 82
83
84 85