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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
2226
IMG Wealth Management
Florida
$8.4K -$13.8K -151 -62%
RFA
2227
Reyes Financial Architecture
California
$8.3K – – –
TFM
2228
TFC Financial Management
Massachusetts
$8.13K +$1K +11 +14%
MAM
2229
Marquette Asset Management
Minnesota
$7.94K +$2.19K +24 +39%
RCM
2230
Raleigh Capital Management
North Carolina
$7.67K -$2.65K -29 -26%
DPW
2231
DiNuzzo Private Wealth
Pennsylvania
$7.66K – – –
CA
2232
Centerpoint Advisors
Massachusetts
$7K – – –
UFPG
2233
United Financial Planning Group
New York
$6.92K – – –
WAS
2234
Winch Advisory Services
Wisconsin
$6.91K – – –
HIW
2235
Holos Integrated Wealth
Pennsylvania
$6.63K – – –
OCM
2236
Orion Capital Management
California
$6.6K – – –
HHCP
2237
Hilton Head Capital Partners
South Carolina
$6.37K – – –
RWS
2238
Retirement Wealth Solutions
Wisconsin
$6.28K -$2.74K -30 -31%
AG
2239
AmeriFlex Group
Nevada
$5.91K +$5.47K +60 +1,500%
JGIA
2240
Jackson Grant Investment Advisers
Connecticut
$5.72K – – –
MCA
2241
McGuire Capital Advisors
Oklahoma
$5.35K -$7.66K -84 -59%
TM
2242
Torren Management
California
$5.3K – – –
BH
2243
Burk Holdings
Oklahoma
$5.26K -$3.01K -33 -37%
1NWS
2244
1 North Wealth Services
Maryland
$5.26K – – –
WA
2245
WestEnd Advisors
North Carolina
$5.26K +$182 +2 +4%
T
2246
Tidemark
California
$5.08K -$821 -9 -14%
NWS
2247
Nvest Wealth Strategies
Ohio
$5.08K -$547 -6 -10%
PAG
2248
Paladin Advisory Group
Iowa
$4.8K – – –
1CP
2249
1015 Capital Partners
Pennsylvania
$4.52K -$182 -2 -4%
LF
2250
LifeSteps Financial
California
$4.24K +$4.2K +46 New
88 89
90
91 92