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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1026
Raffa Wealth Management
District of Columbia
$4.03K – – –
TWMP
1027
Taylor Wealth Management Partners
Massachusetts
$4K -$3.42M -75,655 -100%
BFEC
1028
Benjamin F. Edwards & Company
Missouri
$4K -$5.65K -125 -56%
ADL
1029
Asset Dedication LLC
California
$4K – – –
PCA
1030
Providence Capital Advisors
North Carolina
$4K – – –
IWA
1031
Intercontinental Wealth Advisors
Texas
$4K +$4.07K +90 New
AWM
1032
Avior Wealth Management
Nebraska
$4K +$4.52K +100 New
GEA
1033
Glen Eagle Advisors
New Jersey
$3.36K -$3.12K -69 -46%
BWA
1034
Burt Wealth Advisors
Maryland
$3K – – –
FRA
1035
Front Row Advisors
California
$3K – – –
HI
1036
Hudock Inc
Pennsylvania
$3K – – –
SA
1037
SRH Advisors
Kansas
$3K – – –
SWP
1038
Strategic Wealth Partners
Ohio
$3K – – –
PG
1039
Patten Group
Tennessee
$3K +$2.8K +62 New
DWM
1040
Doyle Wealth Management
Florida
$3K +$3.17K +70 New
CTB
1041
Country Trust Bank
Illinois
$2K -$1.09K -24 -33%
MFT
1042
Moisand Fitzgerald Tamayo
Florida
$2K – – –
1NWS
1043
1 North Wealth Services
Maryland
$2K +$2.58K +57 New
OFW
1044
Omnia Family Wealth
Florida
$2K +$2.67K +59 New
SIS
1045
Sound Income Strategies
Florida
$1K – – –
APC
1046
Aspire Private Capital
North Carolina
$1K +$1.04K +23 New
GWMIA
1047
Global Wealth Management Investment Advisory
Florida
$1K +$1.49K +33 New
EWA
1048
ERTS Wealth Advisors
Michigan
$1K +$1.63K +36 New
ECU
1049
Egerton Capital (UK)
United Kingdom
– -$319M -6,493,542 Closed
Capital World Investors
1050
Capital World Investors
California
– -$133M -2,710,300 Closed