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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
BL
1001
Balentine LLC
Georgia
$10K
EWM
1002
Edge Wealth Management
New York
$10K
QCIG
1003
Quad-Cities Investment Group
Iowa
$10K +$45 +1 +0.4%
LFA
1004
Legacy Financial Advisors
Kentucky
$10K +$498 +11 +5%
AP
1005
Atwood & Palmer
Missouri
$10K +$10.4K +230 New
KTC
1006
Kistler-Tiffany Companies
Pennsylvania
$9K
VRM
1007
Vectors Research Management
New York
$9K +$9.05K +200 +1,053%
CLOS
1008
Compagnie Lombard Odier SCmA
Switzerland
$9K +$9.5K +210 New
PWMG
1009
Prestige Wealth Management Group
New Jersey
$9K +$9.91K +219 New
CI Investments Inc
1010
CI Investments Inc
Ontario, Canada
$9K +$10.2K +225 New
FHA
1011
Flagship Harbor Advisors
Massachusetts
$8K -$31.7K -701 -78%
RIA
1012
RPG Investment Advisory
California
$8K -$13.6K -300 -60%
GWA
1013
Guidant Wealth Advisors
Illinois
$8K
BOPW
1014
Brandywine Oak Private Wealth
Pennsylvania
$8K +$9.59K +212 New
HWA
1015
Heritage Wealth Advisors
Virginia
$7K
PGWM
1016
Parisi Gray Wealth Management
New Jersey
$7K
SGAM
1017
Smith Group Asset Management
Texas
$7K
CT
1018
Clearstead Trust
Maine
$6K -$72.8K -1,610 -92%
EFSCE
1019
Enterprise Financial Services Corp (EFSC)
Missouri
$5K -$27.1K -598 -83%
CAC
1020
Certified Advisory Corp
Florida
$5K
CWA
1021
Clarus Wealth Advisors
Arizona
$5K
SHJ
1022
Sharkey, Howes & Javer
Colorado
$5K
ESB
1023
Essex Savings Bank
Connecticut
$5K +$5.65K +125 New
RWM
1024
Raffa Wealth Management
District of Columbia
$4.03K
TWMP
1025
Taylor Wealth Management Partners
Massachusetts
$4K -$3.42M -75,655 -100%