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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
2076
Atlantic Edge Private Wealth Management
Florida
$19.1K – – –
FDW
2077
Fourth Dimension Wealth
Ohio
$19.1K – – –
MDA
2078
Minot DeBlois Advisors
Massachusetts
$18.6K – – –
AIM
2079
Arcadia Investment Management
Michigan
$17.4K – – –
CIR
2080
Clear Investment Research
Georgia
$17.2K – – –
FRA
2081
Front Row Advisors
California
$17.2K – – –
WTA
2082
Washington Trust Advisors
Massachusetts
$16.6K -$24.5K -258 -60%
FNWA
2083
Financial Network Wealth Advisors
Utah
$16.6K – – –
APW
2084
Acima Private Wealth
Virginia
$16.1K +$16K +169 New
ATC
2085
Adirondack Trust Company
New York
$15.8K -$12.3K -130 -44%
RF
2086
Rossby Financial
Florida
$15.5K +$1.04K +11 +7%
MAM
2087
Marquette Asset Management
Minnesota
$15.3K +$15.2K +160 New
TSMHT
2088
Thurston Springer Miller Herd & Titak
Indiana
$15K -$654K -6,892 -98%
PPC
2089
Park Place Capital
Alabama
$14.9K +$14.8K +156 New
RS
2090
Rakuten Securities
Japan
$14.8K +$12.2K +129 +496%
PWMG
2091
Prestige Wealth Management Group
New Jersey
$14.6K – – –
HWM
2092
HighMark Wealth Management
Minnesota
$14.5K – – –
RTL
2093
Red Tortoise LLC
Georgia
$14.1K – – –
NECFA
2094
New England Capital Financial Advisors
Connecticut
$13.7K – – –
APW
2095
Aventura Private Wealth
Florida
$13.6K +$3.7K +39 +38%
SN
2096
Sittner & Nelson
Oregon
$13.6K – – –
ME
2097
McIlrath & Eck
Washington
$12.6K -$4.18K -44 -25%
DWM
2098
Dogwood Wealth Management
Kansas
$11.8K +$475 +5 +4%
ITFISA
2099
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$11.6K – – –
CWM
2100
Consultiva Wealth Management
Puerto Rico
$11.6K – – –
82 83
84
85 86