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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
1001
Berman Capital Advisors
Georgia
$11K +$13.1K +290 New
APSP
1002
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K – – –
BL
1003
Balentine LLC
Georgia
$10K – – –
EWM
1004
Edge Wealth Management
New York
$10K – – –
QCIG
1005
Quad-Cities Investment Group
Iowa
$10K +$45 +1 +0.4%
LFA
1006
Legacy Financial Advisors
Kentucky
$10K +$498 +11 +5%
AP
1007
Atwood & Palmer
Missouri
$10K +$10.4K +230 New
KTC
1008
Kistler-Tiffany Companies
Pennsylvania
$9K – – –
VRM
1009
Vectors Research Management
New York
$9K +$9.05K +200 +1,053%
CLOS
1010
Compagnie Lombard Odier SCmA
Switzerland
$9K +$9.5K +210 New
PWMG
1011
Prestige Wealth Management Group
New Jersey
$9K +$9.91K +219 New
CI Investments Inc
1012
CI Investments Inc
Ontario, Canada
$9K +$10.2K +225 New
FHA
1013
Flagship Harbor Advisors
Massachusetts
$8K -$31.7K -701 -78%
RIA
1014
RPG Investment Advisory
California
$8K -$13.6K -300 -60%
GWA
1015
Guidant Wealth Advisors
Illinois
$8K – – –
BOPW
1016
Brandywine Oak Private Wealth
Pennsylvania
$8K +$9.59K +212 New
HWA
1017
Heritage Wealth Advisors
Virginia
$7K – – –
PGWM
1018
Parisi Gray Wealth Management
New Jersey
$7K – – –
SGAM
1019
Smith Group Asset Management
Texas
$7K – – –
CT
1020
Clearstead Trust
Maine
$6K -$72.8K -1,610 -92%
EFSCE
1021
Enterprise Financial Services Corp (EFSC)
Missouri
$5K -$27.1K -598 -83%
CAC
1022
Certified Advisory Corp
Florida
$5K – – –
CWA
1023
Clarus Wealth Advisors
Arizona
$5K – – –
SHJ
1024
Sharkey, Howes & Javer
Colorado
$5K – – –
ESB
1025
Essex Savings Bank
Connecticut
$5K +$5.65K +125 New