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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
KHC
1726
Koesten Hirschmann & Crabtree
Kansas
$55.3K – – –
BAM
1727
Byrne Asset Management
New Jersey
$55.3K -$5.54K -75 -9%
SL
1728
Salomon & Ludwin
Virginia
$55K -$2.29K -31 -4%
FFA
1729
Founders Financial Alliance
North Carolina
$53.2K +$53.3K +722 New
FMB
1730
Field & Main Bank
Kentucky
$51.6K – – –
PWM
1731
Partnership Wealth Management
Maryland
$47.9K – – –
SRCM
1732
Signature Resources Capital Management
California
$46.8K – – –
AF
1733
Arrow Financial
New York
$46.1K – – –
CFO
1734
CVA Family Office
Colorado
$45.7K +$3.18K +43 +7%
GJIA
1735
Glass Jacobson Investment Advisors
Maryland
$45.3K – – –
CAM
1736
Costello Asset Management
Pennsylvania
$45K – – –
GC
1737
Gould Capital
Washington
$44.2K – – –
WR
1738
WD Rutherford
Oregon
$42.7K -$25.5K -345 -37%
GWP
1739
Gen-Wealth Partners
Michigan
$42.1K – – –
CWA
1740
Carolina Wealth Advisors
South Carolina
$41.6K – – –
TWC
1741
TD Waterhouse Canada
Ontario, Canada
$41.2K – – –
SIC
1742
SJS Investment Consulting
Ohio
$41K – – –
DCM
1743
Davis Capital Management
Florida
$41K – – –
VCM
1744
Versant Capital Management
Arizona
$40.9K +$30.8K +417 +302%
Loomis, Sayles & Company
1745
Loomis, Sayles & Company
Massachusetts
$40K +$813 +11 +2%
TSWM
1746
Tyler-Stone Wealth Management
Ohio
$37.8K +$148 +2 +0.4%
PA
1747
PSI Advisors
Florida
$37.5K -$5.47K -74 -13%
WAG
1748
Wiser Advisor Group
Arizona
$37.4K +$222 +3 +0.6%
LJHT
1749
Laurie J. Hall Trustee
$37K – – –
JSAM
1750
J. Safra Asset Management
New York
$37K -$105K -1,423 -74%