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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
KPP
2201
Kings Path Partners
Texas
$15.4K +$15.2K +167 New
ATC
2202
Adirondack Trust Company
New York
$15.2K – – –
GTAM
2203
Global Trust Asset Management
Florida
$15.1K – – –
MI
2204
Markowski Investments
Florida
$14.1K +$14K +153 New
HC
2205
Hoese & Co
Minnesota
$14K -$18.2K -200 -57%
TLA
2206
Tanglewood Legacy Advisors
Texas
$13.8K +$13.7K +150 New
APW
2207
Aventura Private Wealth
Florida
$13.6K – – –
BW
2208
Bravera Wealth
North Dakota
$13.6K – – –
HFG
2209
Harborfront Financial Group
Michigan
$13.5K +$13.3K +146 New
NECFA
2210
New England Capital Financial Advisors
Connecticut
$13.3K +$91 +1 +0.7%
DF
2211
Dunhill Financial
United Kingdom
$13.2K -$7.57K -83 -37%
ANBT
2212
American National Bank & Trust
Texas
$13.2K +$4.83K +53 +59%
GSEP
2213
Golden State Equity Partners
California
$13K -$2.97M -32,540 -100%
PCM
2214
Penserra Capital Management
California
$13K – – –
NRG
2215
Nemes Rush Group
Michigan
$11.8K – – –
IW
2216
Imprint Wealth
South Carolina
$11.8K – – –
FPF
2217
First Pacific Financial
Washington
$11.7K +$10.1K +111 +694%
RWM
2218
Rialto Wealth Management
New York
$11.4K +$3.65K +40 +48%
HWM
2219
HighMark Wealth Management
Minnesota
$11.3K -$2.74K -30 -20%
HNW
2220
High Note Wealth
Minnesota
$11.2K -$4.65K -51 -30%
CWM
2221
Consultiva Wealth Management
Puerto Rico
$11.2K – – –
IA
2222
Icon Advisers
Colorado
$11.1K +$10.9K +120 New
FDCP
2223
Foster Dykema Cabot & Partners
Massachusetts
$10.7K +$9.12K +100 +625%
CIM
2224
Contravisory Investment Management
Massachusetts
$10.3K – – –
CCMI
2225
Creative Capital Management Investments
California
$10.3K +$10.2K +112 New
87 88
89
90 91