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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
2451
Twin Peaks Wealth Advisors
California
– -$115K -1,221 Closed
IAAG
2452
Innovative Asset Advisors Group
Connecticut
– -$82.1K -874 Closed
MTIC
2453
Missouri Trust & Investment Company
Missouri
– -$69.1K -735 Closed
EA
2454
Evergreen Advisors
Tennessee
– -$56.3K -599 Closed
BA
2455
Ballast Advisors
Minnesota
– -$55.5K -591 Closed
TGY2IT
2456
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$55.4K -589 Closed
S
2457
Sachetta
Massachusetts
– -$46.3K -493 Closed
FFL
2458
Financial Freedom LLC
Ohio
– -$45.6K -485 Closed
RWM
2459
RMG Wealth Management
Wisconsin
– -$31.6K -360 Closed
SA
2460
Scarborough Advisors
Maryland
– -$28.7K -305 Closed
P
2461
Palladiem
Pennsylvania
– -$22.4K -230 Closed
TLFA
2462
True Link Financial Advisors
California
– -$19.7K -210 Closed
CIR
2463
Clear Investment Research
Georgia
– -$16.9K -180 Closed
APW
2464
Acima Private Wealth
Virginia
– -$15.9K -169 Closed
RFG
2465
REAP Financial Group
Texas
– -$14.1K -150 Closed
MCI
2466
MRP Capital Investments
Georgia
– -$10.8K -115 Closed
IWS
2467
Intentional Wealth Strategies
Colorado
– -$9.4K -100 Closed
BC
2468
Bayforest Capital
United Kingdom
– -$7.99K -85 Closed
CFG
2469
Clayton Financial Group
Missouri
– -$5.73K -61 Closed
LWMI
2470
Legacy Wealth Management (Idaho)
Idaho
– -$5.45K -58 Closed
BA
2471
Bard Associates
Illinois
– -$4.42K -47 Closed
TIAA Trust, National Association
2472
TIAA Trust, National Association
North Carolina
– -$4.42K -47 Closed
BSB
2473
Bangor Savings Bank
Maine
– -$4.32K -46 Closed
TWM
2474
TopTier Wealth Management
Wisconsin
– -$3.67K -39 Closed
MWA
2475
Merkkuri Wealth Advisors
New York
– -$2.48K -26 Closed