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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
ITFISA
2101
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$11.6K – – –
CWM
2102
Consultiva Wealth Management
Puerto Rico
$11.6K – – –
IA
2103
Icon Advisers
Colorado
$11.5K – – –
OPTFSNA
2104
Old Point Trust & Financial Services N A
Virginia
$11.1K – – –
BFPW
2105
BOK Financial Private Wealth
Colorado
$10.9K -$37.3K -393 -78%
BFS
2106
Bare Financial Services
Pennsylvania
$10.9K +$2.28K +24 +27%
BHWM
2107
Bay Harbor Wealth Management
Maryland
$10.9K +$1.52K +16 +16%
HHGA
2108
Halbert Hargrove Global Advisors
California
$10.5K +$10.4K +110 New
MCI
2109
MRP Capital Investments
Georgia
$10.5K -$4.75K -50 -30%
NSG
2110
Nalls Sherbakoff Group
Tennessee
$9.83K – – –
MWA
2111
Miller Wealth Advisors
Colorado
$9.55K – – –
FUBT
2112
First United Bank & Trust
Maryland
$8.88K – – –
SVCP
2113
Silicon Valley Capital Partners
California
$8.81K +$8.73K +92 New
CB
2114
Centennial Bank
Arkansas
$8.78K – – –
ANBT
2115
American National Bank & Trust
Texas
$8.59K – – –
RFA
2116
Reyes Financial Architecture
California
$8.59K – – –
GWSA
2117
Global Wealth Strategies & Associates
Colorado
$7.92K – – –
HNW
2118
High Note Wealth
Minnesota
$7.83K +$949 +10 +14%
DPW
2119
DiNuzzo Private Wealth
Pennsylvania
$7.48K – – –
FGAM
2120
Financial Gravity Asset Management
Texas
$7.39K +$7.31K +77 New
TFM
2121
TFC Financial Management
Massachusetts
$7.36K – – –
IWM
2122
IMG Wealth Management
Florida
$7.16K – – –
UFPG
2123
United Financial Planning Group
New York
$7.16K +$7.12K +75 New
CA
2124
Centerpoint Advisors
Massachusetts
$7K +$7.31K +77 New
HIW
2125
Holos Integrated Wealth
Pennsylvania
$5.98K – – –
83 84
85
86 87