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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FA
1551
Fiduciary Alliance
South Carolina
$15.7K +$14.6K +188 New
GJIA
1552
Glass Jacobson Investment Advisors
Maryland
$15.2K +$14.2K +183 New
VCM
1553
Versant Capital Management
Arizona
$15K +$1.16K +15 +9%
IFAM
1554
Institutional & Family Asset Management
Colorado
$14.7K – – –
TCM
1555
Tradewinds Capital Management
Washington
$14.2K – – –
HWM
1556
HighMark Wealth Management
Minnesota
$14.2K – – –
Loomis, Sayles & Company
1557
Loomis, Sayles & Company
Massachusetts
$14K – – –
RFG
1558
RFP Financial Group
Georgia
$13.7K +$12.7K +164 New
SIS
1559
Sound Income Strategies
Florida
$13.4K +$10.7K +138 +600%
KFI
1560
Key Financial Inc
Pennsylvania
$13.2K – – –
TAIM
1561
TD Ameritrade Investment Management
Nebraska
$13K -$15.3K -197 -56%
HC
1562
Hoese & Co
Minnesota
$13K – – –
SC
1563
Schubert & Co
Texas
$12.2K +$1.71K +22 +18%
HT
1564
Headlands Technologies
Illinois
$12K +$10.8K +139 New
CCMI
1565
Creative Capital Management Investments
California
$12K +$11.3K +145 New
PFA
1566
Pathway Financial Advisers
Indiana
$11.6K +$10.8K +139 New
SCA
1567
Stuart Chaussee & Associates
California
$11.4K – – –
DCP
1568
Distillate Capital Partners
Illinois
$11.2K +$10.5K +135 New
HCM
1569
Highlander Capital Management
New Jersey
$11K – – –
RTL
1570
Red Tortoise LLC
Georgia
$11K +$10.2K +132 New
WT
1571
Washington Trust
Rhode Island
$10.7K +$3.73K +48 +59%
NECFA
1572
New England Capital Financial Advisors
Connecticut
$10.6K +$10.7K +138 New
ARS
1573
Adirondack Retirement Specialists
New York
$10.3K – – –
BONH
1574
Bank of New Hampshire
New Hampshire
$10K -$12.8K -165 -57%
CAL
1575
Capital Analysts LLC
Pennsylvania
$10K – – –