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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1001
Bellevue Asset Management
Washington
$17K +$19.6K +466 New
CFO
1002
CVA Family Office
Colorado
$16K +$19.4K +462 New
AP
1003
Atwood & Palmer
Missouri
$16K +$19.9K +475 New
Loomis, Sayles & Company
1004
Loomis, Sayles & Company
Massachusetts
$15K -$69K -1,643 -79%
HFA
1005
HC Financial Advisors
California
$15K +$19K +452 New
WAP
1006
Wealthcare Advisory Partners
Pennsylvania
$14K +$378 +9 +2%
PA
1007
Procyon Advisors
Connecticut
$14K +$6.42K +153 +60%
FGAM
1008
Financial Gravity Asset Management
Texas
$13.6K -$37.5K -893 -31%
BL
1009
Balentine LLC
Georgia
$13K -$77.6K -1,849 -83%
DWM
1010
Darwin Wealth Management
Florida
$13K +$17.9K +427 New
AWM
1011
AllSquare Wealth Management
New York
$12K
AA
1012
Advisory Alpha
Michigan
$11.2K -$19.1K -455 -59%
HCM
1013
Highlander Capital Management
New Jersey
$11K
WCG
1014
Weaver Consulting Group
California
$11K
WT
1015
Washington Trust
Rhode Island
$11K +$13.8K +329 New
IRC
1016
Investors Research Corp
Georgia
$10K
KTC
1017
Kistler-Tiffany Companies
Pennsylvania
$10K
MPWT
1018
MassMutual Private Wealth & Trust
Connecticut
$10K
SAM
1019
S.A. Mason
Michigan
$10K +$4.2K +100 +50%
CAN
1020
Claraphi Advisory Network
United States
$10K +$12K +286 New
WPA
1021
West Paces Advisors
Georgia
$9.01K -$15.3K -365 -58%
BWL
1022
Bogart Wealth LLC
Virginia
$9K
SWM
1023
Sugarloaf Wealth Management
Georgia
$9K
GI
1024
Gradient Investments
Minnesota
$9K +$881 +21 +9%
EWM
1025
EPG Wealth Management
Georgia
$9K +$5.29K +126 +91%