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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
S
1476
Surevest
California
$4K +$3.72K +46 New
TCOV
1477
Trust Company of Vermont
Vermont
$4K +$3.72K +46 New
ECM
1478
Estabrook Capital Management
New York
$3.79K +$3.64K +45 New
APC
1479
Aspire Private Capital
North Carolina
$3K – – –
COCM
1480
Charter Oak Capital Management
New Hampshire
$3K – – –
Optiver Holding
1481
Optiver Holding
Netherlands
$3K – – –
TFGT
1482
TS Financial Group (TSFG)
Illinois
$3K – – –
TWM
1483
Tradition Wealth Management
Minnesota
$3K +$2.75K +34 New
DHGWA
1484
Dixon Hughes Goodman Wealth Advisors
North Carolina
$3K +$3.24K +40 New
ACM
1485
AUA Capital Management
Pennsylvania
$2K – – –
FBT
1486
First Bank & Trust
South Dakota
$2K – – –
TFM
1487
TFC Financial Management
Massachusetts
$2K – – –
HNWAG
1488
High Net Worth Advisory Group
Florida
$2K +$1.94K +24 New
CA
1489
Cornerstone Advisory
Maryland
$2K +$2.18K +27 New
WA
1490
WestEnd Advisors
North Carolina
$1.51K +$1.46K +18 New
SIS
1491
Sound Income Strategies
Florida
$1K -$971 -12 -57%
AAP
1492
Arax Advisory Partners
Colorado
$1K – – –
SSC
1493
Syverson Strege & Co
Iowa
$1K – – –
UFF
1494
USA Financial Formulas
Michigan
$1K – – –
CSWM
1495
Cassady Schiller Wealth Management
Ohio
$1K +$890 +11 New
MBFW
1496
Morton Brown Family Wealth
Pennsylvania
$1K +$890 +11 New
CWS
1497
Confluence Wealth Services
Pennsylvania
$1K +$1.21K +15 New
ACK
1498
Andrew C. Karlinski
$1K +$1.29K +16 New
CAL
1499
Capital Advisors Ltd
Ohio
$1K +$1.29K +16 New
CFFP
1500
Center for Financial Planning
Michigan
$1K +$1.38K +17 New