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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
2226
Acima Private Wealth
Virginia
$15.9K – – –
CFM
2227
Cornerstone Financial Management
Massachusetts
$15.7K +$3.92K +40 +31%
ATC
2228
Adirondack Trust Company
New York
$15.5K – – –
GTAM
2229
Global Trust Asset Management
Florida
$15.4K -$44.1K -450 -73%
FNWA
2230
Financial Network Wealth Advisors
Utah
$15.1K -$1.27K -13 -7%
NI
2231
NCP Inc
California
$14.3K -$17.9K -182 -54%
HWM
2232
HighMark Wealth Management
Minnesota
$14.3K – – –
RFG
2233
REAP Financial Group
Texas
$14.1K +$14.7K +150 New
RTL
2234
Red Tortoise LLC
Georgia
$13.9K – – –
APW
2235
Aventura Private Wealth
Florida
$13.9K – – –
BW
2236
Bravera Wealth
North Dakota
$13.8K -$5.88K -60 -29%
NECFA
2237
New England Capital Financial Advisors
Connecticut
$13.5K – – –
MCA
2238
McGuire Capital Advisors
Oklahoma
$13.3K – – –
PCM
2239
Penserra Capital Management
California
$13K -$376K -3,834 -96%
SR
2240
Swiss Re
Switzerland
$12.5K – – –
EWM
2241
Evolution Wealth Management
Florida
$12.2K +$6.96K +71 +120%
NRG
2242
Nemes Rush Group
Michigan
$12K – – –
IW
2243
Imprint Wealth
South Carolina
$12K – – –
CWM
2244
Consultiva Wealth Management
Puerto Rico
$11.4K – – –
MCI
2245
MRP Capital Investments
Georgia
$10.8K – – –
KFG
2246
Kingdom Financial Group
Arizona
$10.8K +$6.18K +63 +124%
LAS
2247
Lloyd Advisory Services
Georgia
$10.8K +$9.22K +94 +470%
BFS
2248
Bare Financial Services
Pennsylvania
$10.7K -$1.27K -13 -10%
BFPW
2249
BOK Financial Private Wealth
Colorado
$10.7K – – –
RCM
2250
Raleigh Capital Management
North Carolina
$10.5K +$9.02K +92 +460%
88 89
90
91 92