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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
1301
Key Financial Inc
Pennsylvania
$13K +$2.64K +37 +25%
M
1302
MOTCO
Texas
$12K +$5.07K +71 +72%
PGAM
1303
Princeton Global Asset Management
New Jersey
$11K – – –
TFA
1304
Toth Financial Advisory
Virginia
$11K – – –
HWM
1305
HighMark Wealth Management
Minnesota
$11K +$1.5K +21 +16%
EWA
1306
Evolution Wealth Advisors
Florida
$10K – – –
HCM
1307
Highlander Capital Management
New Jersey
$10K – – –
SCA
1308
Stuart Chaussee & Associates
California
$10K – – –
CWA
1309
Clearview Wealth Advisors
Oregon
$10K +$1.07K +15 +12%
CAL
1310
Capital Analysts LLC
Pennsylvania
$9K -$12K -168 -58%
AWM
1311
Accel Wealth Management
Iowa
$9K – – –
Jones Financial Companies
1312
Jones Financial Companies
Missouri
$9K – – –
RCA
1313
Ranch Capital Advisors
Florida
$9K – – –
TCWA
1314
Ten Capital Wealth Advisors
Washington
$9K – – –
RTL
1315
Red Tortoise LLC
Georgia
$9K +$9.43K +132 New
CWM
1316
Cedar Wealth Management
California
$8K – – –
MAWCM
1317
Mine & Arao Wealth Creation & Management
California
$8K – – –
WAS
1318
Winch Advisory Services
Wisconsin
$8K – – –
JWA
1319
JFS Wealth Advisors
Pennsylvania
$8K +$1.86K +26 +29%
HWA
1320
Heritage Wealth Advisors
Virginia
$7.5K – – –
BA
1321
Bellwether Advisors
Nebraska
$7K – – –
TLFA
1322
True Link Financial Advisors
California
$6K – – –
WT
1323
Washington Trust
Rhode Island
$6K +$5.71K +80 New
AP
1324
Atwood & Palmer
Missouri
$5K – – –
BMD
1325
Better Money Decisions
New Mexico
$5K – – –