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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
NRG
2201
Nemes Rush Group
Michigan
$11.8K – – –
IW
2202
Imprint Wealth
South Carolina
$11.8K – – –
FPF
2203
First Pacific Financial
Washington
$11.7K +$10.1K +111 +694%
RWM
2204
Rialto Wealth Management
New York
$11.4K +$3.65K +40 +48%
HWM
2205
HighMark Wealth Management
Minnesota
$11.3K -$2.74K -30 -20%
VC
2206
Vestor Capital
Illinois
$11.2K +$4.18M +45,883 +3,505%
HNW
2207
High Note Wealth
Minnesota
$11.2K -$4.65K -51 -30%
CWM
2208
Consultiva Wealth Management
Puerto Rico
$11.2K – – –
IA
2209
Icon Advisers
Colorado
$11.1K +$10.9K +120 New
FDCP
2210
Foster Dykema Cabot & Partners
Massachusetts
$10.7K +$9.12K +100 +625%
CIM
2211
Contravisory Investment Management
Massachusetts
$10.3K – – –
CCMI
2212
Creative Capital Management Investments
California
$10.3K +$10.2K +112 New
GG
2213
Gleason Group
Kentucky
$9.96K +$9.85K +108 New
NFSG
2214
Newbridge Financial Services Group
Florida
$9.95K -$22.8K -250 -70%
AWM
2215
Abound Wealth Management
Tennessee
$9.85K -$20.2K -222 -67%
PP
2216
Pacifica Partners
Canada
$9.8K -$97.1K -1,065 -91%
EWM
2217
Evolution Wealth Management
Florida
$9.6K -$2.37K -26 -20%
AT
2218
Avalon Trust
New Mexico
$9.23K – – –
MWA
2219
Miller Wealth Advisors
Colorado
$9.23K – – –
MS
2220
Monetary Solutions
Ohio
$9.23K – – –
SFAM
2221
Sawyer Falduto Asset Management
Illinois
$9.23K – – –
KG
2222
Kilter Group
New York
$9.13K -$365 -4 -4%
PS
2223
Planning Strategies
Pennsylvania
$9.04K +$8.94K +98 New
AWM
2224
Activest Wealth Management
Florida
$8.86K -$44.9K -492 -84%
CB
2225
Centennial Bank
Arkansas
$8.49K – – –
87 88
89
90 91