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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
2301
Wealth Preservation Advisors
Tennessee
$3.1K +$285 +3 +11%
MAFA
2302
MJT & Associates Financial Advisory
Minnesota
$2.7K – – –
VR
2303
Vision Retirement
New Jersey
$2.7K +$2.56K +27 New
AP
2304
Aspect Partners
Virginia
$2.5K +$1.8K +19 +317%
FG
2305
Fairman Group
Pennsylvania
$2.3K -$2.18K -23 -50%
DFA
2306
DHJJ Financial Advisors
Illinois
$2.02K – – –
RWS
2307
Retirement Wealth Solutions
Wisconsin
$2K -$3.7K -39 -66%
LAS
2308
Lloyd Advisory Services
Georgia
$2K +$1.9K +20 New
RCM
2309
Raleigh Capital Management
North Carolina
$2K +$1.9K +20 New
DF
2310
DecisionPoint Financial
Arizona
$1.72K – – –
FDCP
2311
Foster Dykema Cabot & Partners
Massachusetts
$1.6K +$1.52K +16 New
RPA
2312
Redwood Park Advisors
California
$1.4K – – –
RWPA
2313
Richard W. Paul & Associates
Michigan
$1.3K +$1.23K +13 New
BW
2314
Basepoint Wealth
Iowa
$1.21K +$1.14K +12 New
EFMH
2315
E Fund Management (HK)
Hong Kong
$1.16K – – –
APW
2316
Atlantic Private Wealth
North Carolina
$1K +$949 +10 New
FPF
2317
First Pacific Financial
Washington
$900 +$569 +6 +200%
ORAM
2318
One River Asset Management
Connecticut
$799 +$759 +8 New
Q1WB
2319
Quest 10 Wealth Builders
Virginia
$705 – – –
NL
2320
NorthAvenue LLC
Ohio
$700 +$664 +7 New
WA
2321
Whipplewood Advisors
Colorado
$500 +$474 +5 New
AG
2322
AmeriFlex Group
Nevada
$400 -$379 -4 -50%
YDMI
2323
Y.D. More Investments
Israel
$377 -$13.2K -139 -10%
SFG
2324
Strive Financial Group
Indiana
$300 +$285 +3 New
LWANC
2325
Laurel Wealth Advisors (North Carolina)
North Carolina
$100 +$95 +1 New
91 92
93
94 95