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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MR
1901
Munich Reinsurance
$169K +$168K +1,770 New
HFM
1902
Hartford Financial Management
Connecticut
$166K
WOSD
1903
WFA of San Diego
California
$166K
CSB
1904
City State Bank
Iowa
$162K
PK
1905
Pflug Koory
Nebraska
$159K
CWP
1906
Concord Wealth Partners
Virginia
$158K +$3.7K +39 +2%
VC
1907
Vestor Capital
Illinois
$151K -$6.33M -66,708 -98%
EPIMS
1908
Evelyn Partners Investment Management Services
$151K
AWM
1909
AllSquare Wealth Management
New York
$149K
DIP
1910
DT Investment Partners
Pennsylvania
$148K
MIM
1911
MTM Investment Management
South Carolina
$148K
TC
1912
Truvestments Capital
Florida
$147K +$16.9K +178 +13%
RTC
1913
Riverview Trust Company
Washington
$145K
BC
1914
Barrett & Company
Rhode Island
$145K
CC
1915
Corsicana & Co
Texas
$143K +$142K +1,500 New
MCM
1916
MV Capital Management
Maryland
$142K
RC
1917
Rexford Capital
Texas
$139K -$19K -200 -12%
YP
1918
YANKCOM Partnership
South Dakota
$137K -$7.21K -76 -5%
RP
1919
Rowlandmiller & Partners
Georgia
$137K
CT
1920
Clearstead Trust
Maine
$136K -$10.3K -108 -7%
API
1921
Asset Planning Inc
California
$128K
HC
1922
Hara Capital
Washington
$126K -$167K -1,759 -57%
ITIM
1923
Indiana Trust & Investment Management
Indiana
$122K
NCM
1924
Northwest Capital Management
Oregon
$120K +$190 +2 +0.2%
WAS
1925
Wesleyan Assurance Society
United Kingdom
$119K