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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
AP
1401
Arlington Partners
Alabama
$32K +$31.1K +384 New
AWM
1402
AllSquare Wealth Management
New York
$29K
EIM
1403
Essex Investment Management
Massachusetts
$29K
LAS
1404
Lloyd Advisory Services
Georgia
$29K +$27.4K +339 New
LWP
1405
Lumature Wealth Partners
Georgia
$28K -$15.5K -192 -37%
SC
1406
Sierra Capital
Florida
$28K +$26.6K +329 New
IBOK
1407
Independence Bank of Kentucky
Kentucky
$27K
MI
1408
Markston International
New York
$27K
HS
1409
Horan Securities
United States
$27K +$26.3K +325 New
SC
1410
Steph & Co
Wisconsin
$25K +$23.9K +296 New
SF
1411
SBK Financial
Virginia
$25K +$24.3K +300 New
Loomis, Sayles & Company
1412
Loomis, Sayles & Company
Massachusetts
$24K -$2.91K -36 -11%
IRC
1413
Investors Research Corp
Georgia
$24K
TAIM
1414
TD Ameritrade Investment Management
Nebraska
$24K +$23.5K +290 New
RWM
1415
Raffa Wealth Management
District of Columbia
$22.5K
SGAM
1416
Smith Group Asset Management
Texas
$22K +$1.86K +23 +10%
JWA
1417
JFS Wealth Advisors
Pennsylvania
$22K +$12K +148 +128%
CFRPA
1418
Castle Financial & Retirement Planning Associates
New Jersey
$22K +$18.8K +232 New
PWMG
1419
Prestige Wealth Management Group
New Jersey
$21K -$809 -10 -4%
GI
1420
Gradient Investments
Minnesota
$21K +$81 +1 +0.4%
AWA
1421
Amplius Wealth Advisors
Pennsylvania
$21K +$20.9K +258 New
FRA
1422
Front Row Advisors
California
$20K -$647 -8 -3%
MIM
1423
Macroview Investment Management
Maryland
$20K +$19.4K +240 New
HF
1424
Halpern Financial
Virginia
$18.3K
KTC
1425
Kistler-Tiffany Companies
Pennsylvania
$18K +$81 +1 +0.5%