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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FCG
1901
Financial Connections Group
California
$21K
T
1902
TOBAM
France
$19K -$178K -2,263 -90%
VFM
1903
Vision Financial Markets
Connecticut
$18.8K +$4.39K +56 +30%
JSAM
1904
J. Safra Asset Management
New York
$18.7K -$20.6K -263 -52%
AWM
1905
Abound Wealth Management
Tennessee
$18.2K -$4K -51 -18%
RWA
1906
Redmont Wealth Advisors
Illinois
$18.2K +$18.2K +232 New
Kayne Anderson Rudnick Investment Management
1907
Kayne Anderson Rudnick Investment Management
California
$18K -$11.6K -148 -39%
RF
1908
Roxbury Financial
New Jersey
$18K +$78 +1 +0.4%
SC
1909
Steph & Co
Wisconsin
$17.8K +$3.77K +48 +27%
HC
1910
Hurley Capital
New York
$17.4K +$78 +1 +0.5%
POIA
1911
Pin Oak Investment Advisors
Texas
$17K
GEA
1912
Glen Eagle Advisors
New Jersey
$17K
MWM
1913
Mascoma Wealth Management
New Hampshire
$17K
BFPW
1914
BOK Financial Private Wealth
Colorado
$16.8K -$235 -3 -1%
HFS
1915
Horizon Financial Services
North Carolina
$16.8K +$7.93K +101 +89%
AT
1916
Arlington Trust
Alabama
$16.5K
FAM
1917
Flaharty Asset Management
Florida
$16.4K +$16.5K +210 New
OAJ
1918
Ogorek Anthony Joseph
New York
$16K +$17K +217 New
PWA
1919
Physician Wealth Advisors
Utah
$16K +$2.35K +30 +17%
AEPWM
1920
Atlantic Edge Private Wealth Management
Florida
$15.7K
FDW
1921
Fourth Dimension Wealth
Ohio
$15.7K
VWM
1922
Vermillion Wealth Management
Minnesota
$15.7K
MDA
1923
Minot DeBlois Advisors
Massachusetts
$15.3K
GG
1924
Gleason Group
Kentucky
$15.1K +$78 +1 +0.5%
TCM
1925
Tradewinds Capital Management
Washington
$14.6K +$78 +1 +0.5%