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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
WPWM
1551
Western Pacific Wealth Management
Illinois
$147K +$18.1K +346 +15%
FMP
1552
Financial Management Professionals
Texas
$146K -$34.7K -663 -21%
VC
1553
Vestor Capital
Illinois
$139K +$55.2K +1,054 +75%
GWS
1554
Glassman Wealth Services
Virginia
$138K +$6.44K +123 +5%
Jones Financial Companies
1555
Jones Financial Companies
Missouri
$135K +$110K +2,092 +707%
SGA
1556
Seaport Global Advisors
Massachusetts
$130K – – –
MWA
1557
Moser Wealth Advisors
Washington
$128K +$118K +2,250 New
CFD
1558
Creative Financial Designs
Indiana
$127K +$4.82K +92 +4%
JSAM
1559
J. Safra Asset Management
New York
$127K – – –
AIM
1560
Acropolis Investment Management
Missouri
$126K -$42K -801 -26%
CSB
1561
City State Bank
Iowa
$125K +$88K +1,680 +317%
BIA
1562
Bell Investment Advisors
California
$122K +$67.3K +1,285 +149%
FMII
1563
Farmers & Merchants Investments Inc
Nebraska
$120K -$175K -3,350 -61%
TCWA
1564
Ten Capital Wealth Advisors
Washington
$119K -$2.41K -46 -2%
RFA
1565
Resurgent Financial Advisors
Georgia
$119K -$7.86K -150 -7%
TFP
1566
Tilia Fiduciary Partners
North Carolina
$111K +$3.04K +58 +3%
SSG
1567
Summit Securities Group
New York
$110K -$55K -1,051 -35%
PK
1568
Pflug Koory
Nebraska
$109K -$6.29K -120 -6%
MCM
1569
Manchester Capital Management
Vermont
$109K -$94.1K -1,797 -48%
AS
1570
AM Squared
Hong Kong
$108K -$639K -12,200 -87%
ECM
1571
Estabrook Capital Management
New York
$107K +$78.6K +1,500 +380%
DCM
1572
Disciplina Capital Management
Tennessee
$104K +$96.5K +1,843 New
CWP
1573
Concord Wealth Partners
Virginia
$104K +$16.4K +314 +21%
HFM
1574
Hartford Financial Management
Connecticut
$102K – – –
BAM
1575
Bosun Asset Management
Illinois
$101K +$93.8K +1,791 New