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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
OAJ
2226
Ogorek Anthony Joseph
New York
$18K +$98 +1 +0.5%
AIM
2227
Arcadia Investment Management
Michigan
$17.4K – – –
CMP
2228
Coston McIsaac & Partners
Maine
$17K – – –
FRA
2229
Front Row Advisors
California
$16.9K – – –
CIR
2230
Clear Investment Research
Georgia
$16.9K +$17.7K +180 New
SN
2231
Sittner & Nelson
Oregon
$16.7K – – –
HNW
2232
High Note Wealth
Minnesota
$16.2K +$3.33K +34 +25%
TCA
2233
Trifecta Capital Advisors
Illinois
$16.1K -$19.6K -200 -54%
APW
2234
Acima Private Wealth
Virginia
$15.9K – – –
CFM
2235
Cornerstone Financial Management
Massachusetts
$15.7K +$3.92K +40 +31%
ATC
2236
Adirondack Trust Company
New York
$15.5K – – –
GTAM
2237
Global Trust Asset Management
Florida
$15.4K -$44.1K -450 -73%
FNWA
2238
Financial Network Wealth Advisors
Utah
$15.1K -$1.27K -13 -7%
NI
2239
NCP Inc
California
$14.3K -$17.9K -182 -54%
HWM
2240
HighMark Wealth Management
Minnesota
$14.3K – – –
RFG
2241
REAP Financial Group
Texas
$14.1K +$14.7K +150 New
RTL
2242
Red Tortoise LLC
Georgia
$13.9K – – –
APW
2243
Aventura Private Wealth
Florida
$13.9K – – –
BW
2244
Bravera Wealth
North Dakota
$13.8K -$5.88K -60 -29%
NECFA
2245
New England Capital Financial Advisors
Connecticut
$13.5K – – –
MCA
2246
McGuire Capital Advisors
Oklahoma
$13.3K – – –
PCM
2247
Penserra Capital Management
California
$13K -$376K -3,834 -96%
SR
2248
Swiss Re
Switzerland
$12.5K – – –
EWM
2249
Evolution Wealth Management
Florida
$12.2K +$6.96K +71 +120%
NRG
2250
Nemes Rush Group
Michigan
$12K – – –
88 89
90
91 92