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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
1701
DT Investment Partners
Pennsylvania
$91.8K +$2.44K +33 +3%
TFA
1702
Toth Financial Advisory
Virginia
$90.8K +$9.68K +131 +12%
CAL
1703
Capital Advisors Ltd
Ohio
$87K +$31K +420 +55%
FFA
1704
Fairfield Financial Advisors
Massachusetts
$86.4K +$86.7K +1,173 New
PP
1705
Pacifica Partners
Canada
$82.3K +$3.32K +45 +4%
MMG
1706
Monetary Management Group
Missouri
$81.1K – – –
SAG
1707
Spotlight Asset Group
Illinois
$79.7K – – –
ITIM
1708
Indiana Trust & Investment Management
Indiana
$79.2K +$591 +8 +0.7%
1IA
1709
1620 Investment Advisors
Massachusetts
$77.8K +$78K +1,056 New
CWP
1710
Concord Wealth Partners
Virginia
$71.3K -$142K -1,916 -66%
WPA
1711
West Paces Advisors
Georgia
$69.3K -$1.63K -22 -2%
VWWMG
1712
Vermillion & White Wealth Management Group
Pennsylvania
$68.2K – – –
CJ
1713
Caitlin John
Michigan
$67.1K +$13.9K +188 +26%
AF
1714
Advisornet Financial
Minnesota
$66.5K – – –
C
1715
Covestor
United Kingdom
$66K +$3.55K +48 +6%
TFF
1716
The Family Firm
Maryland
$65.4K +$65.5K +887 New
HFS
1717
Hantz Financial Services
Michigan
$65K +$6.58K +89 +11%
AAP
1718
Arax Advisory Partners
Colorado
$64.7K +$28.9K +391 +80%
IWP
1719
IAG Wealth Partners
Wisconsin
$62.1K – – –
RA
1720
Rise Advisors
New York
$60.2K -$591 -8 -1%
CA
1721
Crewe Advisors
Utah
$59.9K +$39.4K +534 +191%
CCA
1722
Criterion Capital Advisors
Tennessee
$58.8K -$74 -1 -0.1%
ZB
1723
Zions Bancorporation
Utah
$58.4K -$14K -190 -19%
PPA
1724
Painted Porch Advisors
California
$57.1K +$57.3K +775 New
RCM
1725
Raleigh Capital Management
North Carolina
$56.3K +$2.51K +34 +5%
67 68
69
70 71