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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BGA
2151
Battery Global Advisors
Massachusetts
$28K +$91 +1 +0.3%
SHIM
2152
Stone House Investment Management
Pennsylvania
$27.7K +$182 +2 +0.7%
PGAM
2153
Princeton Global Asset Management
New Jersey
$27.3K +$1.55K +17 +6%
BAM
2154
Bellevue Asset Management
Washington
$27.3K +$91 +1 +0.3%
CFM
2155
Compass Financial Management
Florida
$27K +$26.7K +293 New
DWM
2156
Dogwood Wealth Management
Kansas
$27K -$5.11K -56 -16%
BFS
2157
Beacon Financial Strategies
North Carolina
$26.9K – – –
GA
2158
GoalVest Advisory
New York
$26.3K +$456 +5 +2%
PPC
2159
Park Place Capital
Alabama
$25.9K -$365 -4 -1%
AT
2160
Arlington Trust
Alabama
$25.3K – – –
CFG
2161
CKW Financial Group
Hawaii
$25K +$23.3K +256 New
JGCM
2162
Joseph Group Capital Management
Ohio
$24.6K -$2.74K -30 -10%
RF
2163
Robinswood Financial
Washington
$24.4K +$91 +1 +0.4%
MAS
2164
MPWM Advisory Solutions
Georgia
$24.3K – – –
LCM
2165
Logan Capital Management
Pennsylvania
$23.6K +$23.3K +256 New
VFM
2166
Vision Financial Markets
Connecticut
$23.3K – – –
GCM
2167
Gables Capital Management
Florida
$23K – – –
GP
2168
Guardian Partners
Canada
$22.4K +$22.2K +243 New
BHWM
2169
Bay Harbor Wealth Management
Maryland
$22.4K +$2.28K +25 +12%
TCM
2170
TD Capital Management
Tennessee
$22.1K -$20.5K -225 -48%
LFASL
2171
Lugano Financial Advisors SA (LFA)
Switzerland
$21.7K – – –
RF
2172
Roxbury Financial
New Jersey
$21K – – –
POIA
2173
Pin Oak Investment Advisors
Texas
$21K +$456 +5 +2%
HC
2174
Hurley Capital
New York
$20.9K +$91 +1 +0.4%
BFPW
2175
BOK Financial Private Wealth
Colorado
$20.9K +$10.2K +112 +98%
85 86
87
88 89