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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1701
Pacifica Partners
Canada
$82.3K +$3.32K +45 +4%
MMG
1702
Monetary Management Group
Missouri
$81.1K – – –
SAG
1703
Spotlight Asset Group
Illinois
$79.7K – – –
ITIM
1704
Indiana Trust & Investment Management
Indiana
$79.2K +$591 +8 +0.7%
1IA
1705
1620 Investment Advisors
Massachusetts
$77.8K +$78K +1,056 New
CWP
1706
Concord Wealth Partners
Virginia
$71.3K -$142K -1,916 -66%
WPA
1707
West Paces Advisors
Georgia
$69.3K -$1.63K -22 -2%
VWWMG
1708
Vermillion & White Wealth Management Group
Pennsylvania
$68.2K – – –
CJ
1709
Caitlin John
Michigan
$67.1K +$13.9K +188 +26%
AF
1710
Advisornet Financial
Minnesota
$66.5K – – –
C
1711
Covestor
United Kingdom
$66K +$3.55K +48 +6%
TFF
1712
The Family Firm
Maryland
$65.4K +$65.5K +887 New
HFS
1713
Hantz Financial Services
Michigan
$65K +$6.58K +89 +11%
AAP
1714
Arax Advisory Partners
Colorado
$64.7K +$28.9K +391 +80%
IWP
1715
IAG Wealth Partners
Wisconsin
$62.1K – – –
RA
1716
Rise Advisors
New York
$60.2K -$591 -8 -1%
CA
1717
Crewe Advisors
Utah
$59.9K +$39.4K +534 +191%
CCA
1718
Criterion Capital Advisors
Tennessee
$58.8K -$74 -1 -0.1%
ZB
1719
Zions Bancorporation
Utah
$58.4K -$14K -190 -19%
PPA
1720
Painted Porch Advisors
California
$57.1K +$57.3K +775 New
RCM
1721
Raleigh Capital Management
North Carolina
$56.3K +$2.51K +34 +5%
KHC
1722
Koesten Hirschmann & Crabtree
Kansas
$55.3K – – –
BAM
1723
Byrne Asset Management
New Jersey
$55.3K -$5.54K -75 -9%
SL
1724
Salomon & Ludwin
Virginia
$55K -$2.29K -31 -4%
FFA
1725
Founders Financial Alliance
North Carolina
$53.2K +$53.3K +722 New
67 68
69
70 71