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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1276
AllSquare Wealth Management
New York
$25K – – –
EIM
1277
Essex Investment Management
Massachusetts
$25K – – –
HWM
1278
Holloway Wealth Management
Florida
$25K – – –
IBOK
1279
Independence Bank of Kentucky
Kentucky
$24K – – –
MI
1280
Markston International
New York
$24K – – –
Loomis, Sayles & Company
1281
Loomis, Sayles & Company
Massachusetts
$23K -$180K -2,526 -89%
IRC
1282
Investors Research Corp
Georgia
$21K – – –
RWM
1283
Raffa Wealth Management
District of Columbia
$19.4K +$3K +42 +19%
PWMG
1284
Prestige Wealth Management Group
New Jersey
$19K – – –
FRA
1285
Front Row Advisors
California
$18K – – –
GI
1286
Gradient Investments
Minnesota
$18K – – –
RF
1287
Robbins Farley
New Hampshire
$18K +$7.14K +100 +67%
CFO
1288
CVA Family Office
Colorado
$17K -$29K -406 -47%
SGAM
1289
Smith Group Asset Management
Texas
$17K +$1.14K +16 +7%
KTC
1290
Kistler-Tiffany Companies
Pennsylvania
$16K – – –
WWMSC
1291
Wagner Wealth Management (South Carolina)
South Carolina
$16K – – –
HF
1292
Halpern Financial
Virginia
$15.8K +$15.5K +217 New
AW
1293
Alaethes Wealth
Nevada
$15K – – –
CFN
1294
Cordasco Financial Network
Florida
$15K – – –
ME
1295
McIlrath & Eck
Washington
$15K – – –
MWM
1296
Mascoma Wealth Management
New Hampshire
$15K +$14.3K +200 New
VCM
1297
Vigilant Capital Management
Maine
$15K +$14.7K +206 New
VCM
1298
Versant Capital Management
Arizona
$14K -$7.43K -104 -36%
HWMA
1299
Heritage Wealth Management (Arizona)
Arizona
$13K – – –
JWM
1300
Janiczek Wealth Management
Colorado
$13K +$1.29K +18 +11%