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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
UIA
1526
Ulland Investment Advisors
Minnesota
$7K – – –
GTAM
1527
Global Trust Asset Management
Florida
$6K -$123K -1,400 -95%
SA
1528
SRH Advisors
Kansas
$6K – – –
DI
1529
Disciplined Investments
Oklahoma
$6K +$6.07K +69 New
SC
1530
Schubert & Co
Texas
$5K -$1.41K -16 -22%
AP
1531
Atwood & Palmer
Missouri
$5K – – –
CAM
1532
Costello Asset Management
Pennsylvania
$5K – – –
GWSG
1533
GPS Wealth Strategies Group
Colorado
$5K – – –
MCC
1534
Money Concepts Capital
Florida
$5K +$5.72K +65 New
BBPWM
1535
Blue Bell Private Wealth Management
Pennsylvania
$4K – – –
S
1536
Surevest
California
$4K – – –
WT
1537
Washington Trust
Rhode Island
$4K – – –
MFT
1538
Moisand Fitzgerald Tamayo
Florida
$4K +$3.87K +44 New
LSA
1539
Lansing Street Advisors
Pennsylvania
$4K +$4.13K +47 New
PAG
1540
Paladin Advisory Group
Iowa
$4K +$4.57K +52 New
ECM
1541
Estabrook Capital Management
New York
$3.79K – – –
Loomis, Sayles & Company
1542
Loomis, Sayles & Company
Massachusetts
$3K -$22.2K -252 -89%
COCM
1543
Charter Oak Capital Management
New Hampshire
$3K – – –
TFGT
1544
TS Financial Group (TSFG)
Illinois
$3K – – –
CAL
1545
Capital Advisors Ltd
Ohio
$3K +$1.32K +15 +94%
ADL
1546
Asset Dedication LLC
California
$3K +$2.64K +30 New
APC
1547
Aspire Private Capital
North Carolina
$2K -$792 -9 -28%
ACM
1548
AUA Capital Management
Pennsylvania
$2K – – –
FBT
1549
First Bank & Trust
South Dakota
$2K – – –
HNWAG
1550
High Net Worth Advisory Group
Florida
$2K – – –