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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2176
RMG Wealth Management
Wisconsin
$29.8K – – –
OC
2177
Optima Capital
Oregon
$29.7K +$28.2K +297 New
BAM
2178
Bellevue Asset Management
Washington
$29.4K – – –
BFS
2179
Beacon Financial Strategies
North Carolina
$29.2K +$27.7K +292 New
GA
2180
GoalVest Advisory
New York
$28K +$26.6K +280 New
PGAM
2181
Princeton Global Asset Management
New Jersey
$27.9K – – –
MFG
2182
Mendota Financial Group
Wisconsin
$27.7K -$24.1K -254 -48%
AW
2183
Avion Wealth
Texas
$27K -$1.42K -15 -5%
FCG
2184
Financial Connections Group
California
$27K – – –
FFA
2185
Frazier Financial Advisors
Ohio
$26.9K -$18K -190 -41%
TWD
2186
True Wealth Design
Ohio
$26.8K -$20.6K -217 -45%
SHIM
2187
Stone House Investment Management
Pennsylvania
$26.7K +$285 +3 +1%
RF
2188
Robinswood Financial
Washington
$26.3K – – –
PSB
2189
Piscataqua Savings Bank
New Hampshire
$25.7K +$24.4K +257 New
NWM
2190
Nova Wealth Management
Florida
$25.5K +$1.71K +18 +8%
GCM
2191
Gables Capital Management
Florida
$24.9K – – –
SL
2192
Salomon & Ludwin
Virginia
$24.7K – – –
DWM
2193
Dogwood Wealth Management
Kansas
$24.7K +$11.7K +123 +99%
VFM
2194
Vision Financial Markets
Connecticut
$24.2K +$95 +1 +0.4%
POIA
2195
Pin Oak Investment Advisors
Texas
$24K – – –
DF
2196
Dunhill Financial
United Kingdom
$23.7K +$2.56K +27 +13%
LFASL
2197
Lugano Financial Advisors SA (LFA)
Switzerland
$23.5K – – –
LIA
2198
Luken Investment Analytics
Tennessee
$23.2K +$22K +232 New
P
2199
Palladiem
Pennsylvania
$23.1K +$21.8K +230 New
RF
2200
Roxbury Financial
New Jersey
$22.8K +$95 +1 +0.4%
86 87
88
89 90