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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
2076
Newbridge Financial Services Group
Florida
$9.75K -$6.36K -76 -42%
APW
2077
Aventura Private Wealth
Florida
$9.41K +$670 +8 +8%
NSG
2078
Nalls Sherbakoff Group
Tennessee
$9.4K – – –
MWA
2079
Miller Wealth Advisors
Colorado
$9.12K – – –
BHWM
2080
Bay Harbor Wealth Management
Maryland
$8.92K +$2.51K +30 +44%
UIC
2081
Uniplan Investment Counsel
Wisconsin
$8.89K +$8.12K +97 New
FUBT
2082
First United Bank & Trust
Maryland
$8.48K – – –
CB
2083
Centennial Bank
Arkansas
$8.39K +$7.7K +92 New
MAM
2084
Morse Asset Management
Connecticut
$8.3K +$7.62K +91 New
ANBT
2085
American National Bank & Trust
Texas
$8.21K – – –
RFA
2086
Reyes Financial Architecture
California
$8.21K – – –
BFS
2087
Bare Financial Services
Pennsylvania
$8.21K +$5.36K +64 +246%
GWSA
2088
Global Wealth Strategies & Associates
Colorado
$7.57K – – –
DPW
2089
DiNuzzo Private Wealth
Pennsylvania
$7.12K – – –
TFM
2090
TFC Financial Management
Massachusetts
$7.03K -$2.43K -29 -27%
IWM
2091
IMG Wealth Management
Florida
$6.84K +$6.28K +75 New
EWA
2092
EQ Wealth Advisors
Texas
$6.75K – – –
HNW
2093
High Note Wealth
Minnesota
$6.57K – – –
CTWM
2094
Cherry Tree Wealth Management
Minnesota
$6.41K -$1.42K -17 -20%
HIW
2095
Holos Integrated Wealth
Pennsylvania
$6.31K – – –
GC
2096
GFG Capital
Florida
$6.3K -$3.1M -37,078 -100%
JGIA
2097
Jackson Grant Investment Advisers
Connecticut
$5.66K – – –
MBFW
2098
Morton Brown Family Wealth
Pennsylvania
$5.29K – – –
DWA
2099
Delos Wealth Advisors
Texas
$5.29K +$4.86K +58 New
1NWS
2100
1 North Wealth Services
Maryland
$5.2K – – –
82 83
84
85 86