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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
1626
Trust Company of Vermont
Vermont
$102K +$4.79K +73 +5%
CAS
1627
Coppell Advisory Solutions
Texas
$102K -$20.6K -314 -17%
AWM
1628
AllSquare Wealth Management
New York
$101K – – –
MME
1629
Meag Munich Ergo
Germany
$101K – – –
DIP
1630
DT Investment Partners
Pennsylvania
$100K +$19.6K +299 +24%
DWS
1631
Dynamic Wealth Strategies
California
$99K +$131 +2 +0.1%
CAC
1632
Core Alternative Capital
Georgia
$99K +$8.87K +135 +10%
BC
1633
Barrett & Company
Rhode Island
$98.1K -$4.86K -74 -5%
MCM
1634
MV Capital Management
Maryland
$94.3K -$6.83K -104 -7%
VC
1635
Vestor Capital
Illinois
$94K -$13.5K -205 -12%
CT
1636
Clearstead Trust
Maine
$91.8K – – –
DCM
1637
Davis Capital Management
Florida
$91.3K +$55.8K +850 +152%
OP
1638
ORG Partners
Indiana
$90.8K -$32.2K -490 -26%
AAP
1639
Arax Advisory Partners
Colorado
$89.7K +$33.2K +506 +58%
PWMA
1640
Pension & Wealth Management Advisors
Massachusetts
$89.5K +$90.7K +1,381 New
TC
1641
Truvestments Capital
Florida
$88.3K +$89.5K +1,362 New
CWM
1642
Cranbrook Wealth Management
Michigan
$88.1K -$123K -1,870 -58%
HWM
1643
Hemington Wealth Management
Virginia
$88K +$82.5K +1,256 New
AWM
1644
Atticus Wealth Management
Florida
$86K -$920 -14 -1%
TFIPS
1645
Towarzystwo Funduszy Inwestycyjnych PZU SA
$84.9K – – –
NFA
1646
Northwest Financial Advisors
Virginia
$84.8K +$86K +1,309 New
HWA
1647
Heritage Wealth Advisors
Virginia
$84.8K -$18.8K -286 -18%
RAM
1648
Ramirez Asset Management
New York
$84.3K – – –
IAS
1649
IMA Advisory Services
Colorado
$82.7K +$83.8K +1,276 New
ITIM
1650
Indiana Trust & Investment Management
Indiana
$82.6K +$13.1K +200 +19%
64 65
66
67 68