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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
ECM
1601
Estabrook Capital Management
New York
$3.75K
LS
1602
Leelyn Smith
Illinois
$3.66K
TCOV
1603
Trust Company of Vermont
Vermont
$3.41K
MSCM
1604
McElhenny Sheffield Capital Management
Texas
$3.25K +$3.03K +39 New
HWP
1605
Highline Wealth Partners
California
$3.08K
ECM
1606
Everence Capital Management
Indiana
$3.05K -$535K -6,890 -16%
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
FGAM
1613
Financial Gravity Asset Management
Texas
$2.1K -$83K -1,069 -93%
ST
1614
Sageworth Trust
Pennsylvania
$2K +$1.78K +23 New
CIR
1615
Clear Investment Research
Georgia
$2K +$2.02K +26 New
AAP
1616
Arax Advisory Partners
Colorado
$1.92K -$3.88K -50 -68%
LWCFA
1617
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.58K
BWL
1618
Bogart Wealth LLC
Virginia
$1.58K +$1.48K +19 New
PCA
1619
Providence Capital Advisors
North Carolina
$1.42K
TWP
1620
TFO Wealth Partners
Ohio
$1.18K +$1.71K +22 New
TFA
1621
Transamerica Financial Advisors
Florida
$1K -$2.41K -31 -94%
MUMSS
1622
Mitsubishi UFJ Morgan Stanley Securities
Japan
$1K -$776 -10 -50%
SSC
1623
Syverson Strege & Co
Iowa
$500
FWA
1624
Freedom Wealth Alliance
Wisconsin
$500 +$466 +6 New
SVCP
1625
Silicon Valley Capital Partners
California
$40