Charles Schwab

SCHW

Market cap $168B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1851	PAG 1851 Paladin Advisory Group Clive, Iowa	$3.58K	–	–	–
1852	T 1852 Tidemark San Diego, California	$3.51K	+$2.94K	+51	New
1853	BHWM 1853 Bay Harbor Wealth Management Hunt Valley, Maryland	$3.49K	–	–	–
1854	CPA 1854 Clear Point Advisors Melville, New York	$3.49K	+$2.94K	+51	New
1855	CTB 1855 Country Trust Bank Bloomington, Illinois	$3.44K	+$2.89K	+50	New
1856	MIA 1856 MeadowBrook Investment Advisors Livonia, Michigan	$3.44K	+$2.89K	+50	New
1857	CPG 1857 Custom Portfolio Group Englewood, Colorado	$3.23K	+$2.71K	+47	New
1858	HFS 1858 HBC Financial Services Seattle, Washington	$3K	–	–	–
1859	TFGT 1859 TS Financial Group (TSFG) Lake Forest, Illinois	$2K	-$1.33K	-23	-50%
1860	DF 1860 DecisionPoint Financial Mesa, Arizona	$1.93K	+$1.62K	+28	New
1861	TWP 1861 TFO Wealth Partners Maumee, Ohio	$1.74K	–	–	–
1862	CBT 1862 CoreFirst Bank & Trust Topeka, Kansas	$1.51K	-$57.8K	-1,000	-98%
1863	MFT 1863 Moisand Fitzgerald Tamayo Orlando, Florida	$1.46K	-$1.96K	-34	-62%
1864	RA 1864 Rise Advisors Rochester, New York	$1.4K	–	–	–
1865	DFA 1865 DHJJ Financial Advisors Naperville, Illinois	$1.25K	+$58	+1	+6%
1866	RF 1866 Robinswood Financial Kirkland, Washington	$1.17K	–	–	–
1867	BONH 1867 Bank of New Hampshire Laconia, New Hampshire	$1.03K	–	–	–
1868	AP 1868 Aspect Partners Fairfax, Virginia	$1.03K	+$866	+15	New
1869	SNB 1869 Security National Bank Omaha, Nebraska	$1.03K	+$866	+15	New
1870	CAM 1870 ClariVest Asset Management San Diego, California	$974	–	–	–
1871	WWM 1871 Wolff Wiese Magana Carslbad, California	$708	–	–	–
1872	FBC 1872 Fairfield, Bush & Co Darien, Connecticut	$695	+$578	+10	New
1873	AIMA 1873 Ables Iannone Moore & Associates Savannah, Georgia	$550	+$462	+8	New
1874	GCS 1874 Gordian Capital (Singapore) Singapore	$207	–	–	–
1875	PS 1875 Planned Solutions Folsom, California	$138	+$116	+2	New

Charles Schwab SCHW Market cap $168B

Charles Schwab

SCHW

Market cap $168B