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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
2101
Monetary Management Group
Missouri
$61.1K – – –
WA
2102
Westfuller Advisors
New York
$60.3K -$7.75K -79 -11%
CIEC
2103
Crédit Industriel et Commercial
France
$59.2K +$7.36K +75 +14%
OCWP
2104
Owl Creek Wealth Partners
Colorado
$58.8K +$61.4K +626 New
NSIM
2105
North Star Investment Management
Illinois
$58.8K +$3.92K +40 +7%
FLP
2106
Financial Life Planners
Arizona
$58.7K +$61.3K +625 New
TCM
2107
Tradewinds Capital Management
Washington
$58.5K -$2.45K -25 -4%
CMA
2108
Cedar Mountain Advisors
Oregon
$57.9K +$18.6K +190 +45%
GC
2109
Gould Capital
Washington
$56.4K – – –
EA
2110
Evergreen Advisors
Tennessee
$56.3K +$58.7K +599 New
BA
2111
Ballast Advisors
Minnesota
$55.5K +$58K +591 New
TGY2IT
2112
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$55.4K +$57.8K +589 New
PWA
2113
Physician Wealth Advisors
Utah
$55.3K -$1.67K -17 -3%
AWM
2114
Activest Wealth Management
Florida
$55.3K +$12.4K +126 +27%
IRC
2115
Investors Research Corp
Georgia
$54.8K +$5.2K +53 +10%
B
2116
Bayban
Minnesota
$54.2K – – –
KFI
2117
Key Financial Inc
Pennsylvania
$53.5K +$9.12K +93 +20%
CWA
2118
Carolina Wealth Advisors
South Carolina
$53.1K – – –
WA
2119
WPG Advisers
Maryland
$52.8K -$8.53K -87 -13%
KAS
2120
Kemnay Advisory Services
New York
$52.4K -$10.5K -107 -16%
CWP
2121
Clark Wealth Partners
Illinois
$52K +$98 +1 +0.2%
AW
2122
Ankerstar Wealth
Texas
$51.8K -$20.1K -205 -27%
WAG
2123
Wiser Advisor Group
Arizona
$51.7K +$196 +2 +0.4%
FC
2124
Fairscale Capital
New Hampshire
$51.1K – – –
DSC
2125
Duncker Streett & Co
Missouri
$50.7K +$47.8K +487 +919%
83 84
85
86 87