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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
2151
Beaird Harris Wealth Management
Texas
$37.9K – – –
SC
2152
Stance Capital
Massachusetts
$37.6K -$1.37M -14,004 -97%
CFS
2153
CGC Financial Services
Oregon
$37.6K – – –
IWP
2154
IAG Wealth Partners
Wisconsin
$37.6K – – –
ACA
2155
American Capital Advisory
Idaho
$37.1K – – –
BWL
2156
Bogart Wealth LLC
Virginia
$35.4K – – –
JWM
2157
JPL Wealth Management
Colorado
$34.8K +$36.3K +370 New
OPTFSNA
2158
Old Point Trust & Financial Services N A
Virginia
$34.4K – – –
NFSG
2159
Newbridge Financial Services Group
Florida
$33.6K +$98 +1 +0.3%
MSG
2160
Main Street Group
Virginia
$33.1K +$34.5K +352 New
HC
2161
Hoese & Co
Minnesota
$33.1K – – –
DWM
2162
Dogwood Wealth Management
Kansas
$32.8K +$10K +102 +41%
RWM
2163
Raffa Wealth Management
District of Columbia
$32.7K +$687 +7 +2%
RWM
2164
RMG Wealth Management
Wisconsin
$31.6K +$7.36K +75 +26%
PWMG
2165
Private Wealth Management Group
New Jersey
$31.1K – – –
AIA
2166
Aventus Investment Advisors
Florida
$31K – – –
AWM
2167
Abound Wealth Management
Tennessee
$30.9K -$3.14K -32 -9%
GEA
2168
Glen Eagle Advisors
New Jersey
$30.6K +$98 +1 +0.3%
BIAS
2169
Beacon Investment Advisory Services
New Jersey
$30.4K +$31.8K +324 New
ME
2170
McIlrath & Eck
Washington
$30.2K +$98 +1 +0.3%
AFG
2171
Albion Financial Group
Utah
$30.1K +$981 +10 +3%
SA
2172
Scarborough Advisors
Maryland
$28.7K +$29.9K +305 New
VWM
2173
Vermillion Wealth Management
Minnesota
$28.7K +$10.3K +105 +53%
BGA
2174
Battery Global Advisors
Massachusetts
$28.4K -$6.96K -71 -19%
AW
2175
Avion Wealth
Texas
$28K +$3.43K +35 +13%
85 86
87
88 89