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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1751
Jones Financial Companies
Missouri
$23.7K -$1.27K -22 -6%
PFA
1752
Pathway Financial Advisers
Indiana
$23.7K +$58 +1 +0.3%
EIM
1753
Essex Investment Management
Massachusetts
$23.5K – – –
BHWM
1754
Beaird Harris Wealth Management
Texas
$23K +$3.35K +58 +21%
PWMG
1755
Private Wealth Management Group
New Jersey
$22.6K +$18.9K +328 New
AFIA
1756
America First Investment Advisors
Nebraska
$22.4K -$19.6K -340 -51%
CFS
1757
CGC Financial Services
Oregon
$22.4K +$18.8K +325 New
PGAM
1758
Princeton Global Asset Management
New Jersey
$22.3K +$58 +1 +0.3%
CPG
1759
Cornerstone Planning Group
New Jersey
$22.1K – – –
RWM
1760
Raffa Wealth Management
District of Columbia
$22.1K – – –
IRC
1761
Investors Research Corp
Georgia
$21.9K – – –
SA
1762
Scarborough Advisors
Maryland
$21.5K +$18.1K +313 New
AT
1763
Arlington Trust
Alabama
$21.2K -$268K -4,633 -94%
GWSG
1764
GPS Wealth Strategies Group
Colorado
$20.6K – – –
BMC
1765
Bear Mountain Capital
Washington
$20.3K +$18.2K +315 New
TWD
1766
True Wealth Design
Ohio
$19.9K +$16.7K +289 New
BAM
1767
Bellevue Asset Management
Washington
$19.8K +$116 +2 +0.7%
TCA
1768
Trifecta Capital Advisors
Illinois
$19.4K – – –
AEPWM
1769
Atlantic Edge Private Wealth Management
Florida
$19.1K +$16K +277 New
FMTCOCP
1770
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$19K +$9.13K +158 +137%
AWM
1771
Abound Wealth Management
Tennessee
$18.9K -$17.1K -296 -52%
BBPWM
1772
Blue Bell Private Wealth Management
Pennsylvania
$18.3K +$11.6K +200 +303%
S
1773
Sachetta
Massachusetts
$18.1K +$15.2K +263 New
FCG
1774
Financial Connections Group
California
$18K +$15.7K +271 New
DWA
1775
Delos Wealth Advisors
Texas
$17.9K – – –