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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
1676
Harbor Investment Advisory
Maryland
$83.4K -$982 -17 -0.2%
MCM
1677
Manchester Capital Management
Vermont
$81.9K +$9.82K +170 +17%
MAWCM
1678
Mine & Arao Wealth Creation & Management
California
$81.3K -$11.2K -194 -14%
ADL
1679
Asset Dedication LLC
California
$81K +$6.29K +109 +10%
VCM
1680
Versant Capital Management
Arizona
$78.2K -$4.79K -83 -7%
DIP
1681
DT Investment Partners
Pennsylvania
$78.1K – – –
BWM
1682
Baystate Wealth Management
Massachusetts
$75.8K +$462 +8 +0.7%
MMG
1683
Monetary Management Group
Missouri
$75.7K – – –
TSWM
1684
Tyler-Stone Wealth Management
Ohio
$74.3K +$39.3K +680 +170%
C
1685
Covestor
United Kingdom
$74K -$31.8K -551 -34%
HFS
1686
Hantz Financial Services
Michigan
$72K +$3K +52 +5%
ZB
1687
Zions Bancorporation
Utah
$70.8K -$3.18K -55 -5%
DMBA
1688
Deseret Mutual Benefit Administrators
Utah
$70.2K -$5.95K -103 -9%
TFG
1689
Team Financial Group
California
$69.7K -$2.31K -40 -4%
WPA
1690
West Paces Advisors
Georgia
$69.6K +$1.5K +26 +3%
TFA
1691
Toth Financial Advisory
Virginia
$68.3K -$39.8K -690 -41%
PP
1692
Pacifica Partners
Canada
$66.3K – – –
VWWMG
1693
Vermillion & White Wealth Management Group
Pennsylvania
$63.7K +$53.5K +926 New
FMB
1694
Field & Main Bank
Kentucky
$61.9K – – –
RFA
1695
Resurgent Financial Advisors
Georgia
$61.8K -$67.9K -1,176 -57%
TFIPS
1696
Towarzystwo Funduszy Inwestycyjnych PZU SA
$60.5K +$50.8K +880 New
RWPA
1697
Richard W. Paul & Associates
Michigan
$59.9K – – –
AF
1698
Advisornet Financial
Minnesota
$59.5K -$16.1K -278 -24%
CCA
1699
Criterion Capital Advisors
Tennessee
$57.3K +$48.1K +833 New
BAM
1700
Byrne Asset Management
New Jersey
$57.3K +$47.8K +827 New
66 67
68
69 70