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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1651
SJS Investment Consulting
Ohio
$31.1K +$26.6K +507 +1,237%
AWM
1652
Abound Wealth Management
Tennessee
$30.1K +$2.67K +51 +11%
KFP
1653
KB Financial Partners
New Jersey
$30K -$809K -15,438 -97%
SA
1654
SRH Advisors
Kansas
$29.9K – – –
GTAM
1655
Global Trust Asset Management
Florida
$29.5K +$23.6K +450 +634%
AA
1656
AlphaMark Advisors
Kentucky
$28K +$26.2K +500 New
YAL
1657
Your Advocates Ltd
Texas
$27K +$367 +7 +1%
CSC
1658
Caldwell Sutter Capital
California
$26.5K +$7.54K +144 +44%
Loomis, Sayles & Company
1659
Loomis, Sayles & Company
Massachusetts
$26K – – –
WAM
1660
WFA Asset Management
Wisconsin
$25.6K +$23.7K +452 New
KFI
1661
Key Financial Inc
Pennsylvania
$25.3K +$13.8K +264 +144%
FCG
1662
Financial Connections Group
California
$25K -$17.5K -335 -43%
TSWM
1663
Tyler-Stone Wealth Management
Ohio
$23K +$21K +400 New
IAS
1664
IMA Advisory Services
Colorado
$22.7K +$5.24K +100 +33%
BCM
1665
Bourgeon Capital Management
Connecticut
$22.7K +$21K +400 New
CMA
1666
Cedar Mountain Advisors
Oregon
$22.2K +$11.3K +216 +123%
CPG
1667
Cornerstone Planning Group
New Jersey
$21.9K +$20.3K +387 New
WAM
1668
Worth Asset Management
Texas
$21.8K -$44.6K -851 -69%
HWM
1669
HighMark Wealth Management
Minnesota
$21.2K +$52 +1 +0.3%
IWP
1670
IAG Wealth Partners
Wisconsin
$21K – – –
NFSG
1671
Newbridge Financial Services Group
Florida
$20.9K -$17K -325 -47%
LFG
1672
Larson Financial Group
Missouri
$20.3K -$15.9K -304 -46%
SF
1673
Safeguard Financial
Wisconsin
$20K +$18.5K +354 New
EIM
1674
Essex Investment Management
Massachusetts
$19.3K – – –
NECFA
1675
New England Capital Financial Advisors
Connecticut
$19.2K +$2.31K +44 +15%