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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
2101
Golden State Wealth Management
California
$66.3K – – –
AWA
2102
Acumen Wealth Advisors
Tennessee
$66.1K +$5.3K +54 +8%
FMB
2103
Field & Main Bank
Kentucky
$65.8K – – –
KC
2104
Knuff & Co
California
$65.8K +$15.1K +154 +28%
KFP
2105
Kerr Financial Planning
California
$65.3K +$5.1K +52 +8%
PWAM
2106
Private Wealth Asset Management
Iowa
$64.4K -$1.96K -20 -3%
DAM
2107
Delta Asset Management
Tennessee
$62.6K – – –
MMG
2108
Monetary Management Group
Missouri
$61.1K – – –
WA
2109
Westfuller Advisors
New York
$60.3K -$7.75K -79 -11%
CIEC
2110
Crédit Industriel et Commercial
France
$59.2K +$7.36K +75 +14%
OCWP
2111
Owl Creek Wealth Partners
Colorado
$58.8K +$61.4K +626 New
NSIM
2112
North Star Investment Management
Illinois
$58.8K +$3.92K +40 +7%
FLP
2113
Financial Life Planners
Arizona
$58.7K +$61.3K +625 New
TCM
2114
Tradewinds Capital Management
Washington
$58.5K -$2.45K -25 -4%
CMA
2115
Cedar Mountain Advisors
Oregon
$57.9K +$18.6K +190 +45%
GC
2116
Gould Capital
Washington
$56.4K – – –
EA
2117
Evergreen Advisors
Tennessee
$56.3K +$58.7K +599 New
BA
2118
Ballast Advisors
Minnesota
$55.5K +$58K +591 New
TGY2IT
2119
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$55.4K +$57.8K +589 New
PWA
2120
Physician Wealth Advisors
Utah
$55.3K -$1.67K -17 -3%
AWM
2121
Activest Wealth Management
Florida
$55.3K +$12.4K +126 +27%
IRC
2122
Investors Research Corp
Georgia
$54.8K +$5.2K +53 +10%
B
2123
Bayban
Minnesota
$54.2K – – –
KFI
2124
Key Financial Inc
Pennsylvania
$53.5K +$9.12K +93 +20%
CWA
2125
Carolina Wealth Advisors
South Carolina
$53.1K – – –
83 84
85
86 87