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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1451
Prestige Wealth Management Group
New Jersey
$14K – – –
SC
1452
Siena Capital
Ohio
$14K – – –
WWMSC
1453
Wagner Wealth Management (South Carolina)
South Carolina
$14K – – –
IFAM
1454
Institutional & Family Asset Management
Colorado
$13K – – –
KFI
1455
Key Financial Inc
Pennsylvania
$13K – – –
HWMA
1456
Heritage Wealth Management (Arizona)
Arizona
$13K +$903 +13 +8%
ETC
1457
Exchange Traded Concepts
Oklahoma
$12K -$4.86K -70 -29%
VCM
1458
Versant Capital Management
Arizona
$12K -$2.43K -35 -18%
HWM
1459
HighMark Wealth Management
Minnesota
$12K – – –
MCM
1460
McMillion Capital Management
North Carolina
$12K – – –
TCM
1461
Tradewinds Capital Management
Washington
$12K +$139 +2 +1%
Loomis, Sayles & Company
1462
Loomis, Sayles & Company
Massachusetts
$12K +$11.9K +172 New
HC
1463
Hoese & Co
Minnesota
$11K – – –
TIM
1464
Tevis Investment Management
Texas
$11K – – –
BLC
1465
Brown, Lisle/Cummings
Rhode Island
$10.8K – – –
HCM
1466
Highlander Capital Management
New Jersey
$10K – – –
SCA
1467
Stuart Chaussee & Associates
California
$10K – – –
CAL
1468
Capital Analysts LLC
Pennsylvania
$9K – – –
SC
1469
Schubert & Co
Texas
$9K +$4.44K +64 +107%
ARS
1470
Adirondack Retirement Specialists
New York
$9K +$8.61K +124 New
BFPW
1471
BOK Financial Private Wealth
Colorado
$8K – – –
CWM
1472
Cedar Wealth Management
California
$8K – – –
JWM
1473
Janiczek Wealth Management
Colorado
$8K – – –
MAWCM
1474
Mine & Arao Wealth Creation & Management
California
$8K – – –
LFG
1475
Larson Financial Group
Missouri
$7K – – –