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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
DOA
1251
D'Orazio & Associates
Virginia
$35K +$71 +1 +0.2%
HCP
1252
Hexagon Capital Partners
Arkansas
$35K +$14.2K +201 +71%
HFA
1253
HC Financial Advisors
California
$33K – – –
M1FG
1254
Mach-1 Financial Group
Arkansas
$32K – – –
BFG
1255
Baron Financial Group
New Jersey
$31.7K – – –
ETC
1256
Exchange Traded Concepts
Oklahoma
$31K +$29.7K +419 New
CWA
1257
Carolina Wealth Advisors
South Carolina
$30K -$7.08K -100 -19%
KC
1258
Knuff & Co
California
$29K – – –
TCM
1259
Tradewinds Capital Management
Washington
$28K – – –
SWM
1260
Sugarloaf Wealth Management
Georgia
$28K +$7.5K +106 +39%
RA
1261
Resolute Advisors
California
$27K +$1.42K +20 +6%
RDWM
1262
Red Door Wealth Management
Tennessee
$26K +$25.5K +361 New
AWM
1263
AllSquare Wealth Management
New York
$25K – – –
EIM
1264
Essex Investment Management
Massachusetts
$25K – – –
HWM
1265
Holloway Wealth Management
Florida
$25K – – –
IBOK
1266
Independence Bank of Kentucky
Kentucky
$24K -$41K -580 -64%
TAIM
1267
TD Ameritrade Investment Management
Nebraska
$24K -$1.27K -18 -5%
HS
1268
Horan Securities
United States
$24K – – –
MI
1269
Markston International
New York
$24K – – –
AssetMark Inc
1270
AssetMark Inc
California
$24K +$23.8K +336 New
BWA
1271
BDO Wealth Advisors
Florida
$23K – – –
FI
1272
Financial Insights
Washington
$21.4K +$20.8K +294 New
BWM
1273
BerganKDV Wealth Management
Minnesota
$21K – – –
IRC
1274
Investors Research Corp
Georgia
$21K – – –
VCM
1275
Versant Capital Management
Arizona
$21K +$6.16K +87 +42%