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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
1726
CVA Family Office
Colorado
$41.8K -$2.17K -33 -5%
GWP
1727
Gen-Wealth Partners
Michigan
$41.3K +$37.6K +571 New
CWA
1728
Carolina Wealth Advisors
South Carolina
$40.9K – – –
DCM
1729
Davis Capital Management
Florida
$40.4K – – –
SIC
1730
SJS Investment Consulting
Ohio
$40.2K – – –
TWC
1731
TD Waterhouse Canada
Ontario, Canada
$40.1K – – –
QL
1732
Quarry LP
New York
$39.6K +$26.5K +402 +275%
HI
1733
Hoey Investments
Pennsylvania
$39K – – –
Loomis, Sayles & Company
1734
Loomis, Sayles & Company
Massachusetts
$38K +$6.78K +103 +24%
FIM
1735
Fernwood Investment Management
Massachusetts
$37.8K +$34.4K +523 New
TSWM
1736
Tyler-Stone Wealth Management
Ohio
$37K -$37.4K -568 -53%
WAG
1737
Wiser Advisor Group
Arizona
$36.6K +$132 +2 +0.4%
NSIM
1738
North Star Investment Management
Illinois
$36.2K -$3.42K -52 -9%
LJHT
1739
Laurie J. Hall Trustee
$36K – – –
AAP
1740
Arax Advisory Partners
Colorado
$35.2K -$1.84K -28 -5%
NI
1741
NCP Inc
California
$34.6K +$31.5K +479 New
WAM
1742
WFA Asset Management
Wisconsin
$33.1K +$132 +2 +0.4%
FPB
1743
First PREMIER Bank
South Dakota
$33K -$17.5K -265 -37%
KFI
1744
Key Financial Inc
Pennsylvania
$32.3K – – –
YAL
1745
Your Advocates Ltd
Texas
$32.1K -$790 -12 -3%
FFA
1746
Frazier Financial Advisors
Ohio
$31.8K – – –
RWPA
1747
Richard W. Paul & Associates
Michigan
$31.5K -$28.6K -435 -50%
TCM
1748
Tributary Capital Management
Nebraska
$31.2K +$28.4K +431 New
MSG
1749
Main Street Group
Virginia
$30.5K -$395 -6 -1%
BCMLT
1750
Beacon Capital Management LLC (Tennessee)
Tennessee
$30.4K -$15K -228 -35%