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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
TCA
1901
Trifecta Capital Advisors
Illinois
$22.1K – – –
RF
1902
Robinswood Financial
Washington
$21.8K +$20.6K +262 +1,541%
FFA
1903
Frazier Financial Advisors
Ohio
$21.1K – – –
FCG
1904
Financial Connections Group
California
$21K – – –
T
1905
TOBAM
France
$19K -$178K -2,263 -90%
VFM
1906
Vision Financial Markets
Connecticut
$18.8K +$4.39K +56 +30%
JSAM
1907
J. Safra Asset Management
New York
$18.7K -$20.6K -263 -52%
AWM
1908
Abound Wealth Management
Tennessee
$18.2K -$4K -51 -18%
RWA
1909
Redmont Wealth Advisors
Illinois
$18.2K +$18.2K +232 New
Kayne Anderson Rudnick Investment Management
1910
Kayne Anderson Rudnick Investment Management
California
$18K -$11.6K -148 -39%
RF
1911
Roxbury Financial
New Jersey
$18K +$78 +1 +0.4%
SC
1912
Steph & Co
Wisconsin
$17.8K +$3.77K +48 +27%
HC
1913
Hurley Capital
New York
$17.4K +$78 +1 +0.5%
POIA
1914
Pin Oak Investment Advisors
Texas
$17K – – –
GEA
1915
Glen Eagle Advisors
New Jersey
$17K – – –
MWM
1916
Mascoma Wealth Management
New Hampshire
$17K – – –
BFPW
1917
BOK Financial Private Wealth
Colorado
$16.8K -$235 -3 -1%
HFS
1918
Horizon Financial Services
North Carolina
$16.8K +$7.93K +101 +89%
AT
1919
Arlington Trust
Alabama
$16.5K – – –
FAM
1920
Flaharty Asset Management
Florida
$16.4K +$16.5K +210 New
OAJ
1921
Ogorek Anthony Joseph
New York
$16K +$17K +217 New
PWA
1922
Physician Wealth Advisors
Utah
$16K +$2.35K +30 +17%
AEPWM
1923
Atlantic Edge Private Wealth Management
Florida
$15.7K – – –
FDW
1924
Fourth Dimension Wealth
Ohio
$15.7K – – –
VWM
1925
Vermillion Wealth Management
Minnesota
$15.7K – – –