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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1301
Evolution Wealth Advisors
Florida
$10K +$708 +10 +8%
HWM
1302
HighMark Wealth Management
Minnesota
$10K +$9.27K +131 New
KFI
1303
Key Financial Inc
Pennsylvania
$10K +$10.3K +146 New
AWM
1304
Accel Wealth Management
Iowa
$9K -$5.66K -80 -38%
CWA
1305
Clearview Wealth Advisors
Oregon
$9K – – –
RCA
1306
Ranch Capital Advisors
Florida
$9K – – –
Jones Financial Companies
1307
Jones Financial Companies
Missouri
$9K +$4.67K +66 +118%
TCWA
1308
Ten Capital Wealth Advisors
Washington
$9K +$9.13K +129 New
CWM
1309
Cedar Wealth Management
California
$8K – – –
MAWCM
1310
Mine & Arao Wealth Creation & Management
California
$8K – – –
PA
1311
Perennial Advisors
New York
$8K – – –
WAS
1312
Winch Advisory Services
Wisconsin
$8K – – –
HWA
1313
Heritage Wealth Advisors
Virginia
$7.5K -$190K -2,680 -96%
BA
1314
Bellwether Advisors
Nebraska
$7K – – –
JWA
1315
JFS Wealth Advisors
Pennsylvania
$7K – – –
AS
1316
Altshuler Shaham
Israel
$7K +$6.79K +96 New
M
1317
MOTCO
Texas
$7K +$6.93K +98 New
TLFA
1318
True Link Financial Advisors
California
$6K +$5.52K +78 New
BFEC
1319
Benjamin F. Edwards & Company
Missouri
$5K -$2.69K -38 -38%
AP
1320
Atwood & Palmer
Missouri
$5K – – –
BEI
1321
Benjamin Edwards Inc
Missouri
$5K – – –
BMD
1322
Better Money Decisions
New Mexico
$5K – – –
GTAM
1323
Global Trust Asset Management
Florida
$5K – – –
IFAM
1324
Institutional & Family Asset Management
Colorado
$5K – – –
SA
1325
SRH Advisors
Kansas
$5K – – –