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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
OPTFSNA
2076
Old Point Trust & Financial Services N A
Virginia
$10.6K – – –
RF
2077
Robbins Farley
New Hampshire
$9.85K – – –
NFSG
2078
Newbridge Financial Services Group
Florida
$9.75K -$6.36K -76 -42%
APW
2079
Aventura Private Wealth
Florida
$9.41K +$670 +8 +8%
NSG
2080
Nalls Sherbakoff Group
Tennessee
$9.4K – – –
MWA
2081
Miller Wealth Advisors
Colorado
$9.12K – – –
BHWM
2082
Bay Harbor Wealth Management
Maryland
$8.92K +$2.51K +30 +44%
UIC
2083
Uniplan Investment Counsel
Wisconsin
$8.89K +$8.12K +97 New
FUBT
2084
First United Bank & Trust
Maryland
$8.48K – – –
CB
2085
Centennial Bank
Arkansas
$8.39K +$7.7K +92 New
MAM
2086
Morse Asset Management
Connecticut
$8.3K +$7.62K +91 New
ANBT
2087
American National Bank & Trust
Texas
$8.21K – – –
RFA
2088
Reyes Financial Architecture
California
$8.21K – – –
BFS
2089
Bare Financial Services
Pennsylvania
$8.21K +$5.36K +64 +246%
GWSA
2090
Global Wealth Strategies & Associates
Colorado
$7.57K – – –
DPW
2091
DiNuzzo Private Wealth
Pennsylvania
$7.12K – – –
TFM
2092
TFC Financial Management
Massachusetts
$7.03K -$2.43K -29 -27%
IWM
2093
IMG Wealth Management
Florida
$6.84K +$6.28K +75 New
EWA
2094
EQ Wealth Advisors
Texas
$6.75K – – –
HNW
2095
High Note Wealth
Minnesota
$6.57K – – –
CTWM
2096
Cherry Tree Wealth Management
Minnesota
$6.41K -$1.42K -17 -20%
HIW
2097
Holos Integrated Wealth
Pennsylvania
$6.31K – – –
GC
2098
GFG Capital
Florida
$6.3K -$3.1M -37,078 -100%
JGIA
2099
Jackson Grant Investment Advisers
Connecticut
$5.66K – – –
MBFW
2100
Morton Brown Family Wealth
Pennsylvania
$5.29K – – –
82 83
84
85 86