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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1151
Raffa Wealth Management
District of Columbia
$10.5K +$1.72K +38 +24%
TPWA
1152
TRUE Private Wealth Advisors
Oregon
$10K
MCM
1153
McMillion Capital Management
North Carolina
$10K +$8.24K +182 New
FPW
1154
Flagship Private Wealth
Massachusetts
$9.8K +$8.33K +184 New
TFGT
1155
TS Financial Group (TSFG)
Illinois
$9K -$951 -21 -11%
GI
1156
Gradient Investments
Minnesota
$9K
M
1157
MOTCO
Texas
$9K +$453 +10 +6%
TIAM2
1158
Tru Independence Asset Management 2
Oregon
$9K +$7.56K +167 New
MGIM
1159
M&G Investment Management
United Kingdom
$8.47K +$7.23M +159,789 New
PGAM
1160
Princeton Global Asset Management
New Jersey
$8K
TFA
1161
Toth Financial Advisory
Virginia
$8K
AFS
1162
Annapolis Financial Services
Maryland
$8K +$6.97K +154 New
ADL
1163
Asset Dedication LLC
California
$7K
CAL
1164
Capital Analysts LLC
Pennsylvania
$7K
EWA
1165
Evolution Wealth Advisors
Florida
$7K +$1.9K +42 +50%
Jones Financial Companies
1166
Jones Financial Companies
Missouri
$7K +$5.61K +124 New
CWA
1167
Clearview Wealth Advisors
Oregon
$7K +$5.7K +126 New
CWM
1168
Cedar Wealth Management
California
$6K
MAWCM
1169
Mine & Arao Wealth Creation & Management
California
$6K
IA
1170
Inspire Advisors
Idaho
$6K +$4.89K +108 New
WAS
1171
Winch Advisory Services
Wisconsin
$6K +$4.89K +108 New
TCOV
1172
Trust Company of Vermont
Vermont
$6K +$5.43K +120 New
BFEC
1173
Benjamin F. Edwards & Company
Missouri
$5K
JWA
1174
JFS Wealth Advisors
Pennsylvania
$5K +$4.07K +90 New
BA
1175
Bellwether Advisors
Nebraska
$5K +$4.53K +100 New