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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
2226
Acima Private Wealth
Virginia
$16.9K – – –
ATC
2227
Adirondack Trust Company
New York
$16.5K – – –
BHWM
2228
Bay Harbor Wealth Management
Maryland
$15.2K +$3.6K +38 +33%
HWM
2229
HighMark Wealth Management
Minnesota
$15.2K – – –
RTL
2230
Red Tortoise LLC
Georgia
$14.8K – – –
APW
2231
Aventura Private Wealth
Florida
$14.7K +$474 +5 +4%
JGCM
2232
Joseph Group Capital Management
Ohio
$14.5K +$13.8K +145 New
NECFA
2233
New England Capital Financial Advisors
Connecticut
$14.4K +$95 +1 +0.7%
MCA
2234
McGuire Capital Advisors
Oklahoma
$14.2K +$13.5K +142 New
HNW
2235
High Note Wealth
Minnesota
$13.8K +$5.31K +56 +68%
SR
2236
Swiss Re
Switzerland
$13.3K +$12.6K +133 New
NRG
2237
Nemes Rush Group
Michigan
$12.8K +$7.78K +82 +178%
IW
2238
Imprint Wealth
South Carolina
$12.8K -$33.9K -357 -74%
CFM
2239
Cornerstone Financial Management
Massachusetts
$12.7K +$12K +127 New
BFS
2240
Bare Financial Services
Pennsylvania
$12.7K +$1.23K +13 +11%
BOJHT
2241
Bank of Jackson Hole Trust
Wyoming
$12.2K +$11.6K +122 New
CWM
2242
Consultiva Wealth Management
Puerto Rico
$12.1K – – –
IA
2243
Icon Advisers
Colorado
$12K – – –
WAM
2244
Wolverine Asset Management
Illinois
$11.5K -$245K -2,585 -96%
MCI
2245
MRP Capital Investments
Georgia
$11.5K – – –
LB
2246
Legacy Bridge
Iowa
$11.5K +$10.7K +113 +5,650%
BFPW
2247
BOK Financial Private Wealth
Colorado
$11.4K – – –
RS
2248
Rakuten Securities
Japan
$10.9K -$4.36K -46 -30%
NSG
2249
Nalls Sherbakoff Group
Tennessee
$10.3K – – –
NWS
2250
Nvest Wealth Strategies
Ohio
$10.3K +$9.77K +103 New
88 89
90
91 92