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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
M
1301
MOTCO
Texas
$12K +$5.07K +71 +72%
PGAM
1302
Princeton Global Asset Management
New Jersey
$11K
TFA
1303
Toth Financial Advisory
Virginia
$11K
HWM
1304
HighMark Wealth Management
Minnesota
$11K +$1.5K +21 +16%
EWA
1305
Evolution Wealth Advisors
Florida
$10K
HCM
1306
Highlander Capital Management
New Jersey
$10K
SCA
1307
Stuart Chaussee & Associates
California
$10K
CWA
1308
Clearview Wealth Advisors
Oregon
$10K +$1.07K +15 +12%
CAL
1309
Capital Analysts LLC
Pennsylvania
$9K -$12K -168 -58%
AWM
1310
Accel Wealth Management
Iowa
$9K
Jones Financial Companies
1311
Jones Financial Companies
Missouri
$9K
RCA
1312
Ranch Capital Advisors
Florida
$9K
TCWA
1313
Ten Capital Wealth Advisors
Washington
$9K
RTL
1314
Red Tortoise LLC
Georgia
$9K +$9.43K +132 New
CWM
1315
Cedar Wealth Management
California
$8K
MAWCM
1316
Mine & Arao Wealth Creation & Management
California
$8K
WAS
1317
Winch Advisory Services
Wisconsin
$8K
JWA
1318
JFS Wealth Advisors
Pennsylvania
$8K +$1.86K +26 +29%
HWA
1319
Heritage Wealth Advisors
Virginia
$7.5K
BA
1320
Bellwether Advisors
Nebraska
$7K
TLFA
1321
True Link Financial Advisors
California
$6K
WT
1322
Washington Trust
Rhode Island
$6K +$5.71K +80 New
AP
1323
Atwood & Palmer
Missouri
$5K
BMD
1324
Better Money Decisions
New Mexico
$5K
GTAM
1325
Global Trust Asset Management
Florida
$5K