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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
2226
IMG Wealth Management
Florida
$17.8K +$9.77K +103 +137%
PWMG
2227
Prestige Wealth Management Group
New Jersey
$17.4K +$1.99K +21 +14%
FNWA
2228
Financial Network Wealth Advisors
Utah
$17.4K – – –
WTA
2229
Washington Trust Advisors
Massachusetts
$17.4K – – –
APW
2230
Acima Private Wealth
Virginia
$16.9K – – –
ATC
2231
Adirondack Trust Company
New York
$16.5K – – –
BHWM
2232
Bay Harbor Wealth Management
Maryland
$15.2K +$3.6K +38 +33%
HWM
2233
HighMark Wealth Management
Minnesota
$15.2K – – –
RTL
2234
Red Tortoise LLC
Georgia
$14.8K – – –
APW
2235
Aventura Private Wealth
Florida
$14.7K +$474 +5 +4%
JGCM
2236
Joseph Group Capital Management
Ohio
$14.5K +$13.8K +145 New
NECFA
2237
New England Capital Financial Advisors
Connecticut
$14.4K +$95 +1 +0.7%
MCA
2238
McGuire Capital Advisors
Oklahoma
$14.2K +$13.5K +142 New
HNW
2239
High Note Wealth
Minnesota
$13.8K +$5.31K +56 +68%
SR
2240
Swiss Re
Switzerland
$13.3K +$12.6K +133 New
NRG
2241
Nemes Rush Group
Michigan
$12.8K +$7.78K +82 +178%
IW
2242
Imprint Wealth
South Carolina
$12.8K -$33.9K -357 -74%
CFM
2243
Cornerstone Financial Management
Massachusetts
$12.7K +$12K +127 New
BFS
2244
Bare Financial Services
Pennsylvania
$12.7K +$1.23K +13 +11%
BOJHT
2245
Bank of Jackson Hole Trust
Wyoming
$12.2K +$11.6K +122 New
CWM
2246
Consultiva Wealth Management
Puerto Rico
$12.1K – – –
IA
2247
Icon Advisers
Colorado
$12K – – –
WAM
2248
Wolverine Asset Management
Illinois
$11.5K -$245K -2,585 -96%
MCI
2249
MRP Capital Investments
Georgia
$11.5K – – –
LB
2250
Legacy Bridge
Iowa
$11.5K +$10.7K +113 +5,650%
88 89
90
91 92