Charles Schwab

SCHW

Market cap $195B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1851	T 1851 Tidemark San Diego, California	$3.51K	+$2.94K	+51	New
1852	BHWM 1852 Bay Harbor Wealth Management Hunt Valley, Maryland	$3.49K	–	–	–
1853	CPA 1853 Clear Point Advisors Melville, New York	$3.49K	+$2.94K	+51	New
1854	CTB 1854 Country Trust Bank Bloomington, Illinois	$3.44K	+$2.89K	+50	New
1855	MIA 1855 MeadowBrook Investment Advisors Livonia, Michigan	$3.44K	+$2.89K	+50	New
1856	CPG 1856 Custom Portfolio Group Englewood, Colorado	$3.23K	+$2.71K	+47	New
1857	HFS 1857 HBC Financial Services Seattle, Washington	$3K	–	–	–
1858	TFGT 1858 TS Financial Group (TSFG) Lake Forest, Illinois	$2K	-$1.33K	-23	-50%
1859	DF 1859 DecisionPoint Financial Mesa, Arizona	$1.93K	+$1.62K	+28	New
1860	TWP 1860 TFO Wealth Partners Maumee, Ohio	$1.74K	–	–	–
1861	CBT 1861 CoreFirst Bank & Trust Topeka, Kansas	$1.51K	-$57.8K	-1,000	-98%
1862	MFT 1862 Moisand Fitzgerald Tamayo Orlando, Florida	$1.46K	-$1.96K	-34	-62%
1863	RA 1863 Rise Advisors Rochester, New York	$1.4K	–	–	–
1864	DFA 1864 DHJJ Financial Advisors Naperville, Illinois	$1.25K	+$58	+1	+6%
1865	RF 1865 Robinswood Financial Kirkland, Washington	$1.17K	–	–	–
1866	BONH 1866 Bank of New Hampshire Laconia, New Hampshire	$1.03K	–	–	–
1867	AP 1867 Aspect Partners Fairfax, Virginia	$1.03K	+$866	+15	New
1868	SNB 1868 Security National Bank Omaha, Nebraska	$1.03K	+$866	+15	New
1869	CAM 1869 ClariVest Asset Management San Diego, California	$974	–	–	–
1870	WWM 1870 Wolff Wiese Magana Carslbad, California	$708	–	–	–
1871	FBC 1871 Fairfield, Bush & Co Darien, Connecticut	$695	+$578	+10	New
1872	AIMA 1872 Ables Iannone Moore & Associates Savannah, Georgia	$550	+$462	+8	New
1873	GCS 1873 Gordian Capital (Singapore) Singapore	$207	–	–	–
1874	PS 1874 Planned Solutions Folsom, California	$138	+$116	+2	New
1875	LWANC 1875 Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$69	–	–	–

Charles Schwab SCHW Market cap $195B

Charles Schwab

SCHW

Market cap $195B