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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
1601
CGC Financial Services
Oregon
$76.3K +$70.5K +1,346 New
MCM
1602
MV Capital Management
Maryland
$76K +$52.6K +1,004 +299%
CAC
1603
Core Alternative Capital
Georgia
$72.9K +$6.34K +121 +10%
MMG
1604
Monetary Management Group
Missouri
$70.8K -$13.1K -250 -17%
Belvedere Trading
1605
Belvedere Trading
Illinois
$70.7K -$66K -1,261 -50%
AAP
1606
Arax Advisory Partners
Colorado
$70.6K +$48.7K +929 +293%
OC
1607
Oakworth Capital
Alabama
$68K – – –
DMBA
1608
Deseret Mutual Benefit Administrators
Utah
$66.9K +$1.62K +31 +3%
SS
1609
Sunbelt Securities
Texas
$64.2K +$12.5K +239 +27%
ZB
1610
Zions Bancorporation
Utah
$62.1K -$1.26K -24 -2%
BWM
1611
Baystate Wealth Management
Massachusetts
$61.8K +$262 +5 +0.5%
HI
1612
Hoey Investments
Pennsylvania
$59.8K – – –
EP
1613
Elkhorn Partners
Nebraska
$58K +$3.67K +70 +7%
HWA
1614
Heritage Wealth Advisors
Virginia
$56.7K -$25.9K -495 -33%
WPA
1615
West Paces Advisors
Georgia
$55.8K +$786 +15 +2%
WWP
1616
WR Wealth Planners
Missouri
$55K +$31.5K +602 +164%
CT
1617
Clearstead Trust
Maine
$52.4K +$27.9K +532 +135%
SWA
1618
Sutton Wealth Advisors
Florida
$51.4K +$27.1K +517 +133%
FMB
1619
Field & Main Bank
Kentucky
$51K – – –
ADL
1620
Asset Dedication LLC
California
$51K +$4.24K +81 +10%
RWPA
1621
Richard W. Paul & Associates
Michigan
$49.3K – – –
HFS
1622
Hantz Financial Services
Michigan
$48K -$12.7K -242 -22%
PA
1623
PSI Advisors
Florida
$47K +$33K +630 +315%
BAM
1624
Byrne Asset Management
New Jersey
$47K -$14.4K -275 -25%
RCG
1625
Rock Creek Group
District of Columbia
$46.6K -$7.96K -152 -16%