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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
ED
1201
Exane Derivatives
France
$82.6K +$637 +9 +0.8%
FGAM
1202
Financial Gravity Asset Management
Texas
$82K -$778 -11 -5%
EI
1203
Ellevest Inc
New York
$81K -$38.6K -545 -33%
ONST
1204
Old North State Trust
North Carolina
$80K – – –
MRCM
1205
M&R Capital Management
New Jersey
$75K -$14K -198 -16%
FPB
1206
First PREMIER Bank
South Dakota
$75K +$1.77K +25 +3%
NFSG
1207
Newbridge Financial Services Group
Florida
$72K +$2.48K +35 +4%
CFA
1208
Carroll Financial Associates
North Carolina
$70K -$8.14K -115 -11%
DAC
1209
Dividend Assets Capital
South Carolina
$70K – – –
TFO
1210
Tarbox Family Office
California
$70K +$2.55K +36 +4%
EWM
1211
Endurance Wealth Management
Rhode Island
$69K – – –
FMII
1212
Farmers & Merchants Investments Inc
Nebraska
$68K +$12.8K +181 +24%
BG
1213
Bollard Group
Massachusetts
$66K +$142 +2 +0.2%
LC
1214
Lindbrook Capital
California
$65K -$84.7K -1,197 -57%
CFO
1215
CVA Family Office
Colorado
$63K -$58K -820 -49%
MA
1216
Montag & Associates
Georgia
$61K – – –
CI
1217
Cordant Inc
Oregon
$59K -$57.5K -813 -50%
TFIPS
1218
Towarzystwo Funduszy Inwestycyjnych PZU SA
$58.2K – – –
LWA
1219
Lenox Wealth Advisors
New York
$58K +$142 +2 +0.2%
KFS
1220
Kelly Financial Services
Massachusetts
$58K +$295K +4,168 +7,186%
GFPC
1221
Global Financial Private Client
Florida
$56.4K – – –
LWANC
1222
Laurel Wealth Advisors (North Carolina)
North Carolina
$55K – – –
SL
1223
Savior LLC
Massachusetts
$55K – – –
AF
1224
Advisornet Financial
Minnesota
$54K +$212 +3 +0.4%
LWP
1225
Lumature Wealth Partners
Georgia
$52K -$6.86K -97 -12%
47 48
49
50 51