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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
1601
Blue Bell Private Wealth Management
Pennsylvania
$3.83K – – –
ECM
1602
Estabrook Capital Management
New York
$3.75K – – –
LS
1603
Leelyn Smith
Illinois
$3.66K – – –
TCOV
1604
Trust Company of Vermont
Vermont
$3.41K – – –
MSCM
1605
McElhenny Sheffield Capital Management
Texas
$3.25K +$3.03K +39 New
HWP
1606
Highline Wealth Partners
California
$3.08K – – –
TFGT
1607
TS Financial Group (TSFG)
Illinois
$3K – – –
KFS
1608
Kelly Financial Services
Massachusetts
$3K – – –
MFT
1609
Moisand Fitzgerald Tamayo
Florida
$2.83K +$1.48K +19 +127%
EBA
1610
Eagle Bay Advisors
New York
$2.75K – – –
ACM
1611
AUA Capital Management
Pennsylvania
$2.58K – – –
TIM
1612
Tortoise Investment Management
New York
$2.42K +$2.25K +29 New
ST
1613
Sageworth Trust
Pennsylvania
$2K +$1.78K +23 New
CIR
1614
Clear Investment Research
Georgia
$2K +$2.02K +26 New
AAP
1615
Arax Advisory Partners
Colorado
$1.92K -$3.88K -50 -68%
LWCFA
1616
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.58K – – –
BWL
1617
Bogart Wealth LLC
Virginia
$1.58K +$1.48K +19 New
PCA
1618
Providence Capital Advisors
North Carolina
$1.42K – – –
TWP
1619
TFO Wealth Partners
Ohio
$1.18K +$1.71K +22 New
TFA
1620
Transamerica Financial Advisors
Florida
$1K -$2.41K -31 -94%
MUMSS
1621
Mitsubishi UFJ Morgan Stanley Securities
Japan
$1K -$776 -10 -50%
SSC
1622
Syverson Strege & Co
Iowa
$500 – – –
FWA
1623
Freedom Wealth Alliance
Wisconsin
$500 +$466 +6 New
SVCP
1624
Silicon Valley Capital Partners
California
$40 – – –
Point72 Asset Management
1625
Point72 Asset Management
Connecticut
– -$61.6M -793,534 Closed