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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
2226
Gleason Group
Kentucky
$9.96K +$9.85K +108 New
NFSG
2227
Newbridge Financial Services Group
Florida
$9.95K -$22.8K -250 -70%
AWM
2228
Abound Wealth Management
Tennessee
$9.85K -$20.2K -222 -67%
PP
2229
Pacifica Partners
Canada
$9.8K -$97.1K -1,065 -91%
EWM
2230
Evolution Wealth Management
Florida
$9.6K -$2.37K -26 -20%
AT
2231
Avalon Trust
New Mexico
$9.23K – – –
MWA
2232
Miller Wealth Advisors
Colorado
$9.23K – – –
MS
2233
Monetary Solutions
Ohio
$9.23K – – –
SFAM
2234
Sawyer Falduto Asset Management
Illinois
$9.23K – – –
KG
2235
Kilter Group
New York
$9.13K -$365 -4 -4%
PS
2236
Planning Strategies
Pennsylvania
$9.04K +$8.94K +98 New
AWM
2237
Activest Wealth Management
Florida
$8.86K -$44.9K -492 -84%
CB
2238
Centennial Bank
Arkansas
$8.49K – – –
IWM
2239
IMG Wealth Management
Florida
$8.4K -$13.8K -151 -62%
RFA
2240
Reyes Financial Architecture
California
$8.3K – – –
TFM
2241
TFC Financial Management
Massachusetts
$8.13K +$1K +11 +14%
MAM
2242
Marquette Asset Management
Minnesota
$7.94K +$2.19K +24 +39%
RCM
2243
Raleigh Capital Management
North Carolina
$7.67K -$2.65K -29 -26%
DPW
2244
DiNuzzo Private Wealth
Pennsylvania
$7.66K – – –
CA
2245
Centerpoint Advisors
Massachusetts
$7K – – –
UFPG
2246
United Financial Planning Group
New York
$6.92K – – –
WAS
2247
Winch Advisory Services
Wisconsin
$6.91K – – –
HIW
2248
Holos Integrated Wealth
Pennsylvania
$6.63K – – –
OCM
2249
Orion Capital Management
California
$6.6K – – –
HHCP
2250
Hilton Head Capital Partners
South Carolina
$6.37K – – –
88 89
90
91 92