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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1026
EPG Wealth Management
Georgia
$9K +$5.29K +126 +91%
CFN
1027
Cordasco Financial Network
Florida
$9K +$5.33K +127 +88%
EWP
1028
Engrave Wealth Partners
Texas
$8K -$11.9K -284 -52%
CQS
1029
Credential Qtrade Securities
$7.09K -$21.6K -515 -71%
CWP
1030
CFM Wealth Partners
Texas
$7K – – –
Compagnie Lombard Odier SCmA
1031
Compagnie Lombard Odier SCmA
Switzerland
$7K – – –
EWM
1032
Edge Wealth Management
New York
$7K – – –
RIA
1033
RPG Investment Advisory
California
$7K – – –
TCM
1034
Tradewinds Capital Management
Washington
$7K – – –
TFGT
1035
TS Financial Group (TSFG)
Illinois
$7K +$1.05K +25 +15%
ATC
1036
Adirondack Trust Company
New York
$6K -$10.1K -240 -56%
MCM
1037
McMillion Capital Management
North Carolina
$6K – – –
TCCM
1038
Timber Creek Capital Management
Massachusetts
$6K – – –
TPWA
1039
TRUE Private Wealth Advisors
Oregon
$6K – – –
M
1040
MOTCO
Texas
$6K +$6.88K +164 New
Benjamin Edwards Inc
1041
Benjamin Edwards Inc
Missouri
$5K -$315K -7,502 -98%
CCA
1042
Column Capital Advisors
Indiana
$5K -$16.2K -385 -74%
CWA
1043
Carolina Wealth Advisors
South Carolina
$5K – – –
BWM
1044
BerganKDV Wealth Management
Minnesota
$5K +$4.95K +118 +437%
RWM
1045
Raffa Wealth Management
District of Columbia
$4.64K -$8.77K -209 -60%
ACA
1046
Atlas Capital Advisors
Wyoming
$4.1K +$5.12K +122 New
CWM
1047
Cedar Wealth Management
California
$4K -$4.7K -112 -50%
Capital Analysts LLC
1048
Capital Analysts LLC
Pennsylvania
$4K – – –
DI
1049
Disciplined Investments
Oklahoma
$4K – – –
CAC
1050
Certified Advisory Corp
Florida
$4K +$42 +1 +0.8%