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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
WR
1701
WD Rutherford
Oregon
$66.9K +$60.9K +925 New
Harvest Fund Management
1702
Harvest Fund Management
China
$66K -$142K -2,156 -70%
AF
1703
Advisornet Financial
Minnesota
$65.3K +$2.5K +38 +4%
C
1704
Covestor
United Kingdom
$62K -$14.6K -221 -21%
IWP
1705
IAG Wealth Partners
Wisconsin
$61K +$31.1K +473 +128%
Jones Financial Companies
1706
Jones Financial Companies
Missouri
$60.1K +$32K +486 +141%
BAM
1707
Byrne Asset Management
New Jersey
$59.8K – – –
RA
1708
Rise Advisors
New York
$59.7K +$53K +805 +4,025%
CCA
1709
Criterion Capital Advisors
Tennessee
$57.8K -$2.24K -34 -4%
Hantz Financial Services
1710
Hantz Financial Services
Michigan
$57K -$16.8K -255 -24%
SL
1711
Salomon & Ludwin
Virginia
$56.3K +$16.9K +257 +49%
KHC
1712
Koesten Hirschmann & Crabtree
Kansas
$55.3K – – –
CAL
1713
Capital Advisors Ltd
Ohio
$55K +$5.47K +83 +12%
Exchange Traded Concepts
1714
Exchange Traded Concepts
Oklahoma
$54.1K +$42.7K +648 +648%
RCM
1715
Raleigh Capital Management
North Carolina
$52.8K +$33.9K +515 +240%
CJ
1716
Caitlin John
Michigan
$52.2K -$5.2K -79 -10%
FMB
1717
Field & Main Bank
Kentucky
$50.6K -$13.2K -200 -22%
Bogart Wealth LLC
1718
Bogart Wealth LLC
Virginia
$48.9K – – –
PWM
1719
Partnership Wealth Management
Maryland
$47K – – –
AF
1720
Arrow Financial
New York
$45.2K -$3.75K -57 -8%
GJIA
1721
Glass Jacobson Investment Advisors
Maryland
$44.5K +$1.05K +16 +3%
CAM
1722
Costello Asset Management
Pennsylvania
$44.1K – – –
SRCM
1723
Signature Resources Capital Management
California
$43.7K – – –
GC
1724
Gould Capital
Washington
$43.4K -$13.2K -200 -25%
PA
1725
PSI Advisors
Florida
$42.2K – – –