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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1551
Versant Capital Management
Arizona
$15K +$1.16K +15 +9%
IFAM
1552
Institutional & Family Asset Management
Colorado
$14.7K
TCM
1553
Tradewinds Capital Management
Washington
$14.2K
HWM
1554
HighMark Wealth Management
Minnesota
$14.2K
Loomis, Sayles & Company
1555
Loomis, Sayles & Company
Massachusetts
$14K
RFG
1556
RFP Financial Group
Georgia
$13.7K +$12.7K +164 New
SIS
1557
Sound Income Strategies
Florida
$13.4K +$10.7K +138 +600%
KFI
1558
Key Financial Inc
Pennsylvania
$13.2K
TAIM
1559
TD Ameritrade Investment Management
Nebraska
$13K -$15.3K -197 -56%
HC
1560
Hoese & Co
Minnesota
$13K
SC
1561
Schubert & Co
Texas
$12.2K +$1.71K +22 +18%
HT
1562
Headlands Technologies
Illinois
$12K +$10.8K +139 New
CCMI
1563
Creative Capital Management Investments
California
$12K +$11.3K +145 New
PFA
1564
Pathway Financial Advisers
Indiana
$11.6K +$10.8K +139 New
SCA
1565
Stuart Chaussee & Associates
California
$11.4K
DCP
1566
Distillate Capital Partners
Illinois
$11.2K +$10.5K +135 New
HCM
1567
Highlander Capital Management
New Jersey
$11K
RTL
1568
Red Tortoise LLC
Georgia
$11K +$10.2K +132 New
WT
1569
Washington Trust
Rhode Island
$10.7K +$3.73K +48 +59%
NECFA
1570
New England Capital Financial Advisors
Connecticut
$10.6K +$10.7K +138 New
ARS
1571
Adirondack Retirement Specialists
New York
$10.3K
BONH
1572
Bank of New Hampshire
New Hampshire
$10K -$12.8K -165 -57%
CAL
1573
Capital Analysts LLC
Pennsylvania
$10K
MAWCM
1574
Mine & Arao Wealth Creation & Management
California
$9.55K +$78 +1 +0.9%
BFPW
1575
BOK Financial Private Wealth
Colorado
$9.49K