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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
2151
Valued Wealth Advisors
Utah
$43.8K +$12.7K +129 +38%
TCM
2152
TD Capital Management
Tennessee
$43.6K +$98 +1 +0.2%
FPB
2153
First PREMIER Bank
South Dakota
$42K – – –
MSWM
2154
Mowery & Schoenfeld Wealth Management
Illinois
$42K -$33.5K -342 -43%
MMCM
2155
Murphy & Mullick Capital Management
New York
$40.8K – – –
SA
2156
Seneschal Advisors
Washington
$40.4K +$196 +2 +0.5%
HWP
2157
Highline Wealth Partners
California
$38.3K +$4.02K +41 +11%
BHWM
2158
Beaird Harris Wealth Management
Texas
$37.9K – – –
BWM
2159
Bullock Wealth Management
Indiana
$37.7K – – –
SC
2160
Stance Capital
Massachusetts
$37.6K -$1.37M -14,004 -97%
CFS
2161
CGC Financial Services
Oregon
$37.6K – – –
IWP
2162
IAG Wealth Partners
Wisconsin
$37.6K – – –
ACA
2163
American Capital Advisory
Idaho
$37.1K – – –
BWL
2164
Bogart Wealth LLC
Virginia
$35.4K – – –
JWM
2165
JPL Wealth Management
Colorado
$34.8K +$36.3K +370 New
OPTFSNA
2166
Old Point Trust & Financial Services N A
Virginia
$34.4K – – –
NFSG
2167
Newbridge Financial Services Group
Florida
$33.6K +$98 +1 +0.3%
MSG
2168
Main Street Group
Virginia
$33.1K +$34.5K +352 New
HC
2169
Hoese & Co
Minnesota
$33.1K – – –
DWM
2170
Dogwood Wealth Management
Kansas
$32.8K +$10K +102 +41%
RWM
2171
Raffa Wealth Management
District of Columbia
$32.7K +$687 +7 +2%
RWM
2172
RMG Wealth Management
Wisconsin
$31.6K +$7.36K +75 +26%
PWMG
2173
Private Wealth Management Group
New Jersey
$31.1K – – –
AIA
2174
Aventus Investment Advisors
Florida
$31K – – –
AWM
2175
Abound Wealth Management
Tennessee
$30.9K -$3.14K -32 -9%
85 86
87
88 89