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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1026
Highlander Capital Management
New Jersey
$11K – – –
IRC
1027
Investors Research Corp
Georgia
$10K – – –
BWL
1028
Bogart Wealth LLC
Virginia
$9K – – –
CFN
1029
Cordasco Financial Network
Florida
$9K – – –
SWM
1030
Sugarloaf Wealth Management
Georgia
$9K – – –
CWA
1031
Carolina Wealth Advisors
South Carolina
$9K +$4.48K +125 +83%
CWM
1032
Campbell Wealth Management
Virginia
$9K +$9.31K +260 New
WPA
1033
West Paces Advisors
Georgia
$8.27K -$824 -23 -9%
PFO
1034
Pathstone Family Office
New Jersey
$8K -$108K -3,029 -93%
GI
1035
Gradient Investments
Minnesota
$8K -$681 -19 -7%
CQS
1036
Credential Qtrade Securities
$7.12K – – –
CLOS
1037
Compagnie Lombard Odier SCmA
Switzerland
$7K – – –
KTC
1038
Kistler-Tiffany Companies
Pennsylvania
$7K – – –
TCM
1039
Tradewinds Capital Management
Washington
$7K – – –
TFGT
1040
TS Financial Group (TSFG)
Illinois
$7K – – –
MPWT
1041
MassMutual Private Wealth & Trust
Connecticut
$6K -$4.3K -120 -41%
EWP
1042
Engrave Wealth Partners
Texas
$6K -$2.87K -80 -31%
CWP
1043
CFM Wealth Partners
Texas
$6K – – –
M
1044
MOTCO
Texas
$6K – – –
TPWA
1045
TRUE Private Wealth Advisors
Oregon
$6K – – –
WT
1046
Washington Trust
Rhode Island
$5K -$6.77K -189 -57%
BWM
1047
BerganKDV Wealth Management
Minnesota
$5K – – –
BEI
1048
Benjamin Edwards Inc
Missouri
$5K +$36 +1 +0.7%
EI
1049
Ellevest Inc
New York
$5K +$645 +18 +14%
WR
1050
Watson Rebecca
$5K +$4.84K +135 New