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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
2101
Private Wealth Asset Management
Iowa
$70.4K – – –
FMB
2102
Field & Main Bank
Kentucky
$69.9K – – –
CA
2103
Crewe Advisors
Utah
$69.5K +$1.14K +12 +2%
KFP
2104
Kerr Financial Planning
California
$68.1K -$23.9K -252 -27%
DAM
2105
Delta Asset Management
Tennessee
$66.5K +$95 +1 +0.2%
KAS
2106
Kemnay Advisory Services
New York
$66.4K +$63.1K +665 New
MMG
2107
Monetary Management Group
Missouri
$64.9K – – –
WA
2108
WPG Advisers
Maryland
$64.8K -$3.51K -37 -5%
AWA
2109
Acumen Wealth Advisors
Tennessee
$64.8K +$61.6K +649 New
TCM
2110
Tradewinds Capital Management
Washington
$64.6K +$2.47K +26 +4%
GTAM
2111
Global Trust Asset Management
Florida
$61.3K -$137K -1,447 -70%
FFO
2112
Fortitude Family Office
Arizona
$61K – – –
PWA
2113
Physician Wealth Advisors
Utah
$60.5K +$4.65K +49 +9%
GWP
2114
Gen-Wealth Partners
Michigan
$60K – – –
GC
2115
Gould Capital
Washington
$59.9K – – –
NSIM
2116
North Star Investment Management
Illinois
$58.5K +$8.16K +86 +17%
BAM
2117
Byrne Asset Management
New Jersey
$57.8K +$5.41K +57 +11%
FCAS
2118
First Command Advisory Services
Texas
$57.7K +$50.1K +528 +1,056%
B
2119
Bayban
Minnesota
$57.6K +$54.7K +577 New
CWA
2120
Carolina Wealth Advisors
South Carolina
$56.4K – – –
CIEC
2121
Crédit Industriel et Commercial
France
$55.5K +$52.7K +555 New
CWP
2122
Clark Wealth Partners
Illinois
$55.1K – – –
CSC
2123
Caldwell Sutter Capital
California
$55K – – –
WAG
2124
Wiser Advisor Group
Arizona
$54.7K +$1.8K +19 +4%
KC
2125
Knuff & Co
California
$54.6K – – –
83 84
85
86 87