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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PFT
1751
Providence First Trust
Arizona
$96.3K +$97.4K +1,301 New
MWA
1752
Medallion Wealth Advisors
Connecticut
$95.2K +$94.4K +1,261 New
C
1753
Covestor
United Kingdom
$95K +$26K +348 +37%
ITIM
1754
Indiana Trust & Investment Management
Indiana
$94.4K – – –
WAS
1755
Wesleyan Assurance Society
United Kingdom
$92K – – –
NCM
1756
Northwest Capital Management
Oregon
$92K -$1.35K -18 -1%
MEG
1757
Millstone Evans Group
Colorado
$91.3K +$92.3K +1,233 New
VHAM
1758
Van Hulzen Asset Management
California
$91.1K +$92.1K +1,231 New
OIA
1759
Optimum Investment Advisors
Illinois
$90.8K – – –
RMP
1760
Richards, Merrill & Peterson
Washington
$89K +$89.9K +1,202 New
CBT
1761
Crews Bank & Trust
Florida
$83.1K +$84K +1,123 New
PP
1762
Pacifica Partners
Canada
$81.9K – – –
HI
1763
Human Investing
Oregon
$81.1K +$82K +1,096 New
CAL
1764
Capital Advisors Ltd
Ohio
$81K -$2.25K -30 -3%
SIS
1765
Sound Income Strategies
Florida
$78.7K – – –
DWM
1766
Darwin Wealth Management
Florida
$76.9K +$77.7K +1,039 New
ORAM
1767
One River Asset Management
Connecticut
$74.2K -$155K -2,077 -67%
ZB
1768
Zions Bancorporation
Utah
$73.1K +$24.4K +326 +49%
VWA
1769
VSM Wealth Advisory
Maryland
$72.4K +$73.2K +978 New
LCM
1770
Logan Capital Management
Pennsylvania
$71K -$656K -8,770 -90%
WWP
1771
WR Wealth Planners
Missouri
$68.7K -$1.35K -18 -2%
GK
1772
Graney & King
New York
$68.7K +$69.4K +928 New
WI
1773
Wintrust Investments
Illinois
$68K -$3.29K -44 -5%
VWWMG
1774
Vermillion & White Wealth Management Group
Pennsylvania
$67.3K – – –
Acadian Asset Management
1775
Acadian Asset Management
Massachusetts
$67K -$96.7K -1,292 -59%