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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
1501
Asset Dedication LLC
California
$40K +$35.4K +456 +1,520%
HWMA
1502
Heritage Wealth Management (Arizona)
Arizona
$39K +$22K +283 +153%
SN
1503
Sittner & Nelson
Oregon
$37.5K +$34.9K +450 New
AWM
1504
Abound Wealth Management
Tennessee
$37.1K -$7.29K -94 -17%
JWA
1505
JFS Wealth Advisors
Pennsylvania
$35.6K -$1.01K -13 -3%
WOSD
1506
WFA of San Diego
California
$33.6K +$31.4K +404 New
CT
1507
Clearstead Trust
Maine
$33K +$4.11K +53 +16%
RWM
1508
Ruedi Wealth Management
Illinois
$33K +$30.7K +396 New
NFSG
1509
Newbridge Financial Services Group
Florida
$32.9K -$3.57K -46 -10%
FRA
1510
Front Row Advisors
California
$32K +$1.94K +25 +7%
CA
1511
Crewe Advisors
Utah
$31.3K -$37.8K -487 -56%
IWP
1512
IAG Wealth Partners
Wisconsin
$30.8K -$9.7K -125 -25%
MCC
1513
Money Concepts Capital
Florida
$30.4K +$6.6K +85 +30%
CWA
1514
Carolina Wealth Advisors
South Carolina
$30K -$3.88K -50 -12%
AWM
1515
AllSquare Wealth Management
New York
$29.9K
EIM
1516
Essex Investment Management
Massachusetts
$28K
CPG
1517
Cornerstone Planning Group
New Jersey
$27.9K +$28.3K +365 New
IBOK
1518
Independence Bank of Kentucky
Kentucky
$27K
PGAM
1519
Princeton Global Asset Management
New Jersey
$27K
Jones Financial Companies
1520
Jones Financial Companies
Missouri
$26K +$1.94K +25 +9%
ETH
1521
Exos TFP Holdings
New York
$25.4K -$12.8K -165 -35%
SOW
1522
State of Wyoming
Wyoming
$25.4K -$1.78K -23 -7%
HIM
1523
Hillsdale Investment Management
Ontario, Canada
$25K +$23.3K +300 New
PFC
1524
Phocas Financial Corp
California
$25K +$23.3K +300 New
IRC
1525
Investors Research Corp
Georgia
$24.1K