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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2201
Osterweis Capital Management
California
$22.6K +$21.4K +226 New
HC
2202
Hurley Capital
New York
$22.4K +$95 +1 +0.4%
TM
2203
Torren Management
California
$22.3K +$21.3K +224 New
PPC
2204
Park Place Capital
Alabama
$21.8K +$5.88K +62 +40%
MWM
2205
Mascoma Wealth Management
New Hampshire
$21.7K – – –
HFS
2206
Horizon Financial Services
North Carolina
$21.4K – – –
BBPWM
2207
Blue Bell Private Wealth Management
Pennsylvania
$21.3K – – –
TAM
2208
Tucker Asset Management
Colorado
$21.1K +$20K +211 New
BW
2209
Bravera Wealth
North Dakota
$20.7K +$19.6K +207 New
WG
2210
Wellington Group
Indiana
$20.3K +$19.3K +203 New
VWM
2211
Vermillion Wealth Management
Minnesota
$20K -$2.37K -25 -11%
AEPWM
2212
Atlantic Edge Private Wealth Management
Florida
$20K – – –
FDW
2213
Fourth Dimension Wealth
Ohio
$20K – – –
MDA
2214
Minot DeBlois Advisors
Massachusetts
$19.5K – – –
SFS
2215
Sunrise Financial Services
Washington
$19.2K +$18.2K +192 New
OAJ
2216
Ogorek Anthony Joseph
New York
$19K -$3.23K -34 -15%
SN
2217
Sittner & Nelson
Oregon
$18.7K +$3.42K +36 +25%
AIM
2218
Arcadia Investment Management
Michigan
$18.5K +$285 +3 +2%
OWP
2219
ORG Wealth Partners
Texas
$18.4K +$17.5K +184 New
CMP
2220
Coston McIsaac & Partners
Maine
$18K +$17.3K +182 New
FRA
2221
Front Row Advisors
California
$18K – – –
IWM
2222
IMG Wealth Management
Florida
$17.8K +$9.77K +103 +137%
PWMG
2223
Prestige Wealth Management Group
New Jersey
$17.4K +$1.99K +21 +14%
FNWA
2224
Financial Network Wealth Advisors
Utah
$17.4K – – –
WTA
2225
Washington Trust Advisors
Massachusetts
$17.4K – – –
87 88
89
90 91