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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
2126
CGC Financial Services
Oregon
$36.9K – – –
IWP
2127
IAG Wealth Partners
Wisconsin
$36.9K – – –
NI
2128
NCP Inc
California
$36.9K +$22.6K +248 +163%
ACA
2129
American Capital Advisory
Idaho
$36.4K – – –
JWM
2130
JPL Wealth Management
Colorado
$36.3K +$2.1K +23 +6%
RWM
2131
Raffa Wealth Management
District of Columbia
$35.3K +$3.19K +35 +10%
SSG
2132
Summit Securities Group
New York
$35K +$9.48K +104 +38%
OPTFSNA
2133
Old Point Trust & Financial Services N A
Virginia
$33.8K – – –
BWL
2134
Bogart Wealth LLC
Virginia
$33.1K -$1.64K -18 -5%
ASA
2135
Axxion S.A.
Luxembourg
$33K +$32.6K +358 New
MSG
2136
Main Street Group
Virginia
$32.5K – – –
BIAS
2137
Beacon Investment Advisory Services
New Jersey
$32.3K +$2.37K +26 +8%
GEA
2138
Glen Eagle Advisors
New Jersey
$32K +$1.92K +21 +6%
VWA
2139
Valued Wealth Advisors
Utah
$31.9K -$11K -121 -26%
BAM
2140
Byrne Asset Management
New Jersey
$31.7K -$14.6K -160 -32%
FFA
2141
Frazier Financial Advisors
Ohio
$31.6K +$6.38K +70 +26%
FDW
2142
Fourth Dimension Wealth
Ohio
$31.6K +$12.9K +142 +71%
SC
2143
Steph & Co
Wisconsin
$31K -$15.2K -167 -33%
NAMP
2144
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$30.6K +$27.4K +300 New
AIA
2145
Aventus Investment Advisors
Florida
$30.4K – – –
AW
2146
Avion Wealth
Texas
$30K +$2.46K +27 +9%
MAM
2147
Meeder Asset Management
Ohio
$30K +$4.38K +48 +17%
PWA
2148
Physician Wealth Advisors
Utah
$29.8K -$24.2K -265 -45%
AFG
2149
Albion Financial Group
Utah
$28.6K -$912 -10 -3%
PWMG
2150
Prestige Wealth Management Group
New Jersey
$28.2K +$9.21K +101 +49%
84 85
86
87 88