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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FSWA
1526
Financial Synergies Wealth Advisors
Texas
$24.1K +$2.1K +27 +10%
DMKJ
1527
David M. Knott Jr
$24K +$22K +284 New
Nomura Holdings
1528
Nomura Holdings
Japan
$24K +$22.4K +289 New
RWM
1529
Raffa Wealth Management
District of Columbia
$23.6K +$1.32K +17 +6%
BAM
1530
Bellevue Asset Management
Washington
$23.5K
GIA
1531
Goodwin Investment Advisory
Georgia
$22.3K
ME
1532
McIlrath & Eck
Washington
$21.9K
FAM
1533
Fred Alger Management
New York
$21.3K +$19.9K +256 New
CAL
1534
Capital Advisors Ltd
Ohio
$20K +$37.7K +486 +171%
EE
1535
EWG Elevate
California
$19.8K +$18.5K +238 New
LFG
1536
Larson Financial Group
Missouri
$18.7K +$9.7K +125 +125%
HF
1537
Halpern Financial
Virginia
$18.1K
TSWM
1538
Tyler-Stone Wealth Management
Ohio
$18K +$17.1K +220 New
PWMG
1539
Prestige Wealth Management Group
New Jersey
$17.7K +$1.4K +18 +9%
CAS
1540
Coppell Advisory Solutions
Texas
$17.3K +$16.1K +208 New
CASC
1541
Coppell Advisory Solutions Corp
Texas
$17.3K +$16.1K +208 New
GI
1542
Gradient Investments
Minnesota
$17.2K -$21.4K -276 -57%
MWM
1543
Mascoma Wealth Management
New Hampshire
$16.7K +$78 +1 +0.5%
BWA
1544
BDO Wealth Advisors
Florida
$16.7K -$5.2K -67 -25%
BLC
1545
Brown, Lisle/Cummings
Rhode Island
$16.1K +$3.34K +43 +29%
FCT
1546
First Community Trust
Iowa
$16K
GMA
1547
Glassy Mountain Advisors
Maryland
$15.9K +$14.8K +191 New
HS
1548
Horan Securities
United States
$15.7K -$10.6K -137 -42%
FA
1549
Fiduciary Alliance
South Carolina
$15.7K +$14.6K +188 New
GJIA
1550
Glass Jacobson Investment Advisors
Maryland
$15.2K +$14.2K +183 New