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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DWS
1626
Dynamic Wealth Strategies
California
$99K +$131 +2 +0.1%
CAC
1627
Core Alternative Capital
Georgia
$99K +$8.87K +135 +10%
BC
1628
Barrett & Company
Rhode Island
$98.1K -$4.86K -74 -5%
MCM
1629
MV Capital Management
Maryland
$94.3K -$6.83K -104 -7%
VC
1630
Vestor Capital
Illinois
$94K -$13.5K -205 -12%
CT
1631
Clearstead Trust
Maine
$91.8K – – –
DCM
1632
Davis Capital Management
Florida
$91.3K +$55.8K +850 +152%
OP
1633
ORG Partners
Indiana
$90.8K -$32.2K -490 -26%
AAP
1634
Arax Advisory Partners
Colorado
$89.7K +$33.2K +506 +58%
PWMA
1635
Pension & Wealth Management Advisors
Massachusetts
$89.5K +$90.7K +1,381 New
TC
1636
Truvestments Capital
Florida
$88.3K +$89.5K +1,362 New
CWM
1637
Cranbrook Wealth Management
Michigan
$88.1K -$123K -1,870 -58%
HWM
1638
Hemington Wealth Management
Virginia
$88K +$82.5K +1,256 New
AWM
1639
Atticus Wealth Management
Florida
$86K -$920 -14 -1%
TFIPS
1640
Towarzystwo Funduszy Inwestycyjnych PZU SA
$84.9K – – –
NFA
1641
Northwest Financial Advisors
Virginia
$84.8K +$86K +1,309 New
HWA
1642
Heritage Wealth Advisors
Virginia
$84.8K -$18.8K -286 -18%
RAM
1643
Ramirez Asset Management
New York
$84.3K – – –
IAS
1644
IMA Advisory Services
Colorado
$82.7K +$83.8K +1,276 New
ITIM
1645
Indiana Trust & Investment Management
Indiana
$82.6K +$13.1K +200 +19%
NCM
1646
Northwest Capital Management
Oregon
$81.7K +$328 +5 +0.4%
WAS
1647
Wesleyan Assurance Society
United Kingdom
$81K – – –
OIA
1648
Optimum Investment Advisors
Illinois
$79.5K -$19.7K -300 -20%
CAL
1649
Capital Advisors Ltd
Ohio
$73K -$4.14K -63 -5%
GWP
1650
Gen-Wealth Partners
Michigan
$72.9K +$29.8K +454 +80%
64 65
66
67 68