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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
1176
Trust Company of Vermont
Vermont
$6K +$5.43K +120 New
BFEC
1177
Benjamin F. Edwards & Company
Missouri
$5K – – –
JWA
1178
JFS Wealth Advisors
Pennsylvania
$5K +$4.07K +90 New
BA
1179
Bellwether Advisors
Nebraska
$5K +$4.53K +100 New
BEI
1180
Benjamin Edwards Inc
Missouri
$4K – – –
FAM
1181
Fred Alger Management
New York
$4K – – –
GTAM
1182
Global Trust Asset Management
Florida
$4K – – –
IFAM
1183
Institutional & Family Asset Management
Colorado
$4K – – –
SA
1184
SRH Advisors
Kansas
$4K – – –
VCM
1185
Versant Capital Management
Arizona
$4K +$3.31K +73 +562%
AWM
1186
Accel Wealth Management
Iowa
$4K +$3.62K +80 New
CFFP
1187
Center for Financial Planning
Michigan
$4K +$3.67K +81 New
GEA
1188
Glen Eagle Advisors
New Jersey
$3.29K – – –
KFS
1189
Kelly Financial Services
Massachusetts
$3.06K – – –
SIS
1190
Sound Income Strategies
Florida
$3K +$543 +12 +24%
CAM
1191
Costello Asset Management
Pennsylvania
$3K +$2.72K +60 New
DTIM
1192
Danda Trouve Investment Management
Kansas
$3K +$2.72K +60 New
COCM
1193
Charter Oak Capital Management
New Hampshire
$3K +$4.26K +94 New
EWM
1194
Edge Wealth Management
New York
$2K – – –
APC
1195
Aspire Private Capital
North Carolina
$2K +$407 +9 +39%
ACM
1196
AUA Capital Management
Pennsylvania
$2K +$1.49K +33 New
AssetMark Inc
1197
AssetMark Inc
California
$2K +$1.63K +36 New
AWA
1198
Artemis Wealth Advisors
New York
$1.62K – – –
EAM
1199
Erste Asset Management
Austria
$1.05K – – –
JWM
1200
Janiczek Wealth Management
Colorado
$1K – – –