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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
2076
Redmont Wealth Advisors
Illinois
– -$55K -848 Closed
HGA
2077
Hobbs Group Advisors
South Carolina
– -$45.1K -696 Closed
AF
2078
Arrow Financial
New York
– -$40.5K -625 Closed
PWM
2079
Partnership Wealth Management
Maryland
– -$38.9K -600 Closed
Loomis, Sayles & Company
2080
Loomis, Sayles & Company
Massachusetts
– -$36K -550 Closed
FIA
2081
FNY Investment Advisers
New York
– -$32K -500 Closed
FCM
2082
Fourpath Capital Management
Oklahoma
– -$31.2K -482 Closed
JIP
2083
Jaffetilchin Investment Partners
Florida
– -$25.8K -399 Closed
CPA
2084
Capital Performance Advisors
California
– -$24.8K -383 Closed
FAM
2085
Flaharty Asset Management
Florida
– -$19K -293 Closed
SHIM
2086
Stone House Investment Management
Pennsylvania
– -$17.4K -269 Closed
DCP
2087
DSM Capital Partners
Florida
– -$16.7K -258 Closed
FNWA
2088
Financial Network Wealth Advisors
Utah
– -$13.7K -211 Closed
CWM
2089
CarsonAllaria Wealth Management
Illinois
– -$9.79K -151 Closed
GGI
2090
Godsey & Gibb Inc
Virginia
– -$9.01K -139 Closed
HGERS
2091
Householder Group Estate & Retirement Specialist
Arizona
– -$6K -102 Closed
RWM
2092
Reston Wealth Management
Virginia
– -$6.48K -100 Closed
FDCP
2093
Foster Dykema Cabot & Partners
Massachusetts
– -$5.38K -83 Closed
FCAS
2094
First Command Advisory Services
Texas
– -$3.56K -55 Closed
CPA
2095
Clear Point Advisors
New York
– -$3.32K -51 Closed
PCWA
2096
Pacific Capital Wealth Advisors
California
– -$3.24K -50 Closed
PW
2097
Paladin Wealth
Minnesota
– -$2.4K -37 Closed
CA
2098
Claris Advisors
Missouri
– -$1.17K -18 Closed
PS
2099
Planned Solutions
California
– -$1.09K -17 Closed
CWM
2100
Cedar Wealth Management
California
– -$648 -10 Closed