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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PFG
1651
Piershale Financial Group
Illinois
$2.74K
PAG
1652
Paladin Advisory Group
Iowa
$2.72K +$3.81K +52 New
GA
1653
GoalVest Advisory
New York
$2.67K -$806 -11 -18%
CSPAM
1654
Cary Street Partners Asset Management
Virginia
$2.62K
BHWM
1655
Bay Harbor Wealth Management
Maryland
$2.62K +$3.66K +50 New
RCM
1656
Raleigh Capital Management
North Carolina
$2.51K +$3.52K +48 New
SIC
1657
SJS Investment Consulting
Ohio
$2.15K -$2.27K -31 -43%
TFGT
1658
TS Financial Group (TSFG)
Illinois
$2K
AW
1659
Avion Wealth
Texas
$2K +$2.27K +31 New
HFS
1660
HBC Financial Services
Washington
$2K +$3.66K +50 New
MFT
1661
Moisand Fitzgerald Tamayo
Florida
$1.78K
AIP
1662
Ahrens Investment Partners
Louisiana
$1.73K +$2.42K +33 New
HWP
1663
Highline Wealth Partners
California
$1.36K -$806 -11 -30%
CIR
1664
Clear Investment Research
Georgia
$1.36K
JWM
1665
Janiczek Wealth Management
Colorado
$1.32K -$6.22K -85 -77%
ECM
1666
Everence Capital Management
Indiana
$1.24K -$952K -13,000 -36%
AWM
1667
Accel Wealth Management
Iowa
$1.05K +$1.47K +20 New
RA
1668
Rise Advisors
New York
$1.05K +$1.47K +20 New
FWM
1669
Focused Wealth Management
New York
$890 +$1.25K +17 New
WWM
1670
Wolff Wiese Magana
California
$636 -$211K -2,876 -100%
2L
1671
25 LLC
Missouri
$477 +$732 +10 New
UFF
1672
USA Financial Formulas
Michigan
$367 +$513 +7 New
SSC
1673
Syverson Strege & Co
Iowa
$314
LWANC
1674
Laurel Wealth Advisors (North Carolina)
North Carolina
$53 +$73 +1 New
SVCP
1675
Silicon Valley Capital Partners
California
$25