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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
701
EQ Wealth Advisors
Texas
$1.98K +$2.26K +48 New
CHC
702
City Holding Co
West Virginia
$1.98K
CFD
703
Creative Financial Designs
Indiana
$1.94K +$2.21K +47 New
HWP
704
Highline Wealth Partners
California
$1.85K +$2.12K +45 New
PWMA
705
Pension & Wealth Management Advisors
Massachusetts
$1.52K -$1.6K -34 -48%
TCOV
706
Trust Company of Vermont
Vermont
$1.4K
GWP
707
Gen-Wealth Partners
Michigan
$1.24K
GWMI
708
Guardian Wealth Management (Illinois)
Illinois
$1.24K
SC
709
Swan Capital
Florida
$1.15K +$188 +4 +17%
TH
710
TCTC Holdings
Texas
$1.03K
KB
711
Kimelman & Baird
New York
$947
TCM
712
Tradewinds Capital Management
Washington
$865
HWM
713
HighMark Wealth Management
Minnesota
$823
PWAM
714
Private Wealth Asset Management
Iowa
$782 +$894 +19 New
RWM
715
Raffa Wealth Management
District of Columbia
$617 -$518 -11 -42%
MIM
716
Marshall Investment Management
Colorado
$617 +$706 +15 New
TWD
717
True Wealth Design
Ohio
$453
CIA
718
Cape Investment Advisory
Georgia
$412
BLC
719
Brown, Lisle/Cummings
Rhode Island
$370 +$424 +9 New
GJIA
720
Glass Jacobson Investment Advisors
Maryland
$309
LWMI
721
Legacy Wealth Management (Idaho)
Idaho
$247
VFM
722
Vision Financial Markets
Connecticut
$165 +$188 +4 New
MG
723
Mather Group
Illinois
$41
Charles Schwab
724
Charles Schwab
California
-$48.1M -935,507 Closed
MCM
725
Moerus Capital Management
New York
-$31.9M -620,008 Closed