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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SJIA
1376
St. James Investment Advisors
New York
$34K -$19K -275 -34%
MCM
1377
MV Capital Management
Maryland
$34K -$2.41K -35 -6%
WAM
1378
Worth Asset Management
Texas
$32K
CFO
1379
CVA Family Office
Colorado
$32K +$69 +1 +0.2%
CCA
1380
Column Capital Advisors
Indiana
$31K
JWA
1381
JFS Wealth Advisors
Pennsylvania
$31K +$6.41K +93 +23%
CP
1382
Castleview Partners
Texas
$30.8K -$136K -1,974 -74%
TAIM
1383
TD Ameritrade Investment Management
Nebraska
$30K -$2.35K -34 -7%
GI
1384
Gradient Investments
Minnesota
$30K +$11.5K +167 +53%
PCM
1385
Penserra Capital Management
California
$29K -$304K -4,403 -90%
HFA
1386
HC Financial Advisors
California
$29K
FCG
1387
Financial Connections Group
California
$28K
M1FG
1388
Mach-1 Financial Group
Arkansas
$28K
HFS
1389
Heritage Financial Services
Massachusetts
$28K +$31.4K +456 New
BFG
1390
Baron Financial Group
New Jersey
$27.5K
NFSG
1391
Newbridge Financial Services Group
Florida
$26K -$23.4K -340 -45%
CWA
1392
Carolina Wealth Advisors
South Carolina
$26K
Jones Financial Companies
1393
Jones Financial Companies
Missouri
$26K +$28.9K +419 New
KC
1394
Knuff & Co
California
$25K
AP
1395
Arlington Partners
Alabama
$24K
AWM
1396
AllSquare Wealth Management
New York
$23K
EIM
1397
Essex Investment Management
Massachusetts
$22K
EBA
1398
Eagle Bay Advisors
New York
$21K +$23K +333 New
WTA
1399
Washington Trust Advisors
Massachusetts
$21K -$2.21K -32 -9%
IBOK
1400
Independence Bank of Kentucky
Kentucky
$21K