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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
LFASL
2201
Lugano Financial Advisors SA (LFA)
Switzerland
$23.5K – – –
LIA
2202
Luken Investment Analytics
Tennessee
$23.2K +$22K +232 New
P
2203
Palladiem
Pennsylvania
$23.1K +$21.8K +230 New
RF
2204
Roxbury Financial
New Jersey
$22.8K +$95 +1 +0.4%
OCM
2205
Osterweis Capital Management
California
$22.6K +$21.4K +226 New
HC
2206
Hurley Capital
New York
$22.4K +$95 +1 +0.4%
TM
2207
Torren Management
California
$22.3K +$21.3K +224 New
PPC
2208
Park Place Capital
Alabama
$21.8K +$5.88K +62 +40%
MWM
2209
Mascoma Wealth Management
New Hampshire
$21.7K – – –
HFS
2210
Horizon Financial Services
North Carolina
$21.4K – – –
BBPWM
2211
Blue Bell Private Wealth Management
Pennsylvania
$21.3K – – –
TAM
2212
Tucker Asset Management
Colorado
$21.1K +$20K +211 New
BW
2213
Bravera Wealth
North Dakota
$20.7K +$19.6K +207 New
WG
2214
Wellington Group
Indiana
$20.3K +$19.3K +203 New
VWM
2215
Vermillion Wealth Management
Minnesota
$20K -$2.37K -25 -11%
AEPWM
2216
Atlantic Edge Private Wealth Management
Florida
$20K – – –
FDW
2217
Fourth Dimension Wealth
Ohio
$20K – – –
MDA
2218
Minot DeBlois Advisors
Massachusetts
$19.5K – – –
SFS
2219
Sunrise Financial Services
Washington
$19.2K +$18.2K +192 New
OAJ
2220
Ogorek Anthony Joseph
New York
$19K -$3.23K -34 -15%
SN
2221
Sittner & Nelson
Oregon
$18.7K +$3.42K +36 +25%
AIM
2222
Arcadia Investment Management
Michigan
$18.5K +$285 +3 +2%
OWP
2223
ORG Wealth Partners
Texas
$18.4K +$17.5K +184 New
CMP
2224
Coston McIsaac & Partners
Maine
$18K +$17.3K +182 New
FRA
2225
Front Row Advisors
California
$18K – – –
87 88
89
90 91