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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
1901
Harbor Investment Advisory
Maryland
$176K +$4.56K +48 +0.6%
HWM
1902
Hemington Wealth Management
Virginia
$176K +$11.2K +118 +7%
MR
1903
Munich Reinsurance
$169K +$168K +1,770 New
HFM
1904
Hartford Financial Management
Connecticut
$166K – – –
WOSD
1905
WFA of San Diego
California
$166K – – –
CSB
1906
City State Bank
Iowa
$162K – – –
PK
1907
Pflug Koory
Nebraska
$159K – – –
CWP
1908
Concord Wealth Partners
Virginia
$158K +$3.7K +39 +2%
VC
1909
Vestor Capital
Illinois
$151K -$6.33M -66,708 -98%
EPIMS
1910
Evelyn Partners Investment Management Services
$151K – – –
AWM
1911
AllSquare Wealth Management
New York
$149K – – –
DIP
1912
DT Investment Partners
Pennsylvania
$148K – – –
MIM
1913
MTM Investment Management
South Carolina
$148K – – –
TC
1914
Truvestments Capital
Florida
$147K +$16.9K +178 +13%
RTC
1915
Riverview Trust Company
Washington
$145K – – –
BC
1916
Barrett & Company
Rhode Island
$145K – – –
CC
1917
Corsicana & Co
Texas
$143K +$142K +1,500 New
MCM
1918
MV Capital Management
Maryland
$142K – – –
RC
1919
Rexford Capital
Texas
$139K -$19K -200 -12%
YP
1920
YANKCOM Partnership
South Dakota
$137K -$7.21K -76 -5%
RP
1921
Rowlandmiller & Partners
Georgia
$137K – – –
CT
1922
Clearstead Trust
Maine
$136K -$10.3K -108 -7%
API
1923
Asset Planning Inc
California
$128K – – –
HC
1924
Hara Capital
Washington
$126K -$167K -1,759 -57%
ITIM
1925
Indiana Trust & Investment Management
Indiana
$122K – – –