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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWAG
2276
Spectrum Wealth Advisory Group
California
$1.85K +$1.82K +20 New
QL
2277
Quarry LP
New York
$1.84K -$103K -1,129 -98%
WA
2278
Whipplewood Advisors
Colorado
$1.84K -$19.1K -209 -91%
SFCL
2279
Strengthening Families & Communities LLC
Massachusetts
$1.84K +$1.82K +20 New
AP
2280
Aspect Partners
Virginia
$1.75K – – –
KCM
2281
Key Capital Management
Tennessee
$1.75K -$1.92K -21 -53%
DRP
2282
Decker Retirement Planning
Utah
$1.57K +$1.55K +17 New
HHGA
2283
Halbert Hargrove Global Advisors
California
$1.48K +$1.46K +16 New
CWM
2284
Copia Wealth Management
Oregon
$1.29K +$1.28K +14 New
RFA
2285
Register Financial Advisors
Georgia
$1.2K -$3.28K -36 -73%
MWM
2286
Mosley Wealth Management
California
$1.2K +$1.19K +13 New
BW
2287
Basepoint Wealth
Iowa
$1.13K – – –
PJC
2288
Phillip James Consulting
Minnesota
$1.11K – – –
SMBT
2289
Southern Michigan Bank & Trust
Michigan
$1.01K – – –
MBFW
2290
Morton Brown Family Wealth
Pennsylvania
$1.01K +$1K +11 New
NWM
2291
Navigoe Wealth Management
California
$1K +$1.19K +13 New
APW
2292
Atlantic Private Wealth
North Carolina
$925 – – –
DF
2293
Downshift Financial
Colorado
$923 +$912 +10 New
MFC
2294
Mechanics Financial Corp
Ohio
$923 +$912 +10 New
CIAM
2295
Caitong International Asset Management
Hong Kong
$738 -$545K -5,978 -100%
NL
2296
NorthAvenue LLC
Ohio
$646 – – –
RPA
2297
Redwood Park Advisors
California
$370 -$638 -7 -64%
MCA
2298
Maryland Capital Advisors
Maryland
$370 +$365 +4 New
RS
2299
Rakuten Securities
Japan
$369 +$91 +1 +33%
YDMI
2300
Y.D. More Investments
Israel
$326 -$1.37K -15 -1%
90 91
92
93 94