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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MFA
1926
Morling Financial Advisors
California
$213K +$456 +5 +0.2%
FFP
1927
FourThought Financial Partners
Florida
$212K +$210K +2,302 New
JCM
1928
Jacobsen Capital Management
Utah
$212K -$3.56K -39 -2%
BA
1929
Bellwether Advisors
Nebraska
$211K -$7.66K -84 -4%
SWA
1930
SOA Wealth Advisors
New York
$211K -$31.7K -348 -13%
IP
1931
Ignite Planners
California
$211K -$3.28K -36 -2%
TBWA
1932
Three Bridge Wealth Advisors
California
$210K
MFG
1933
Midwest Financial Group
Kansas
$209K +$207K +2,266 New
PCA
1934
Prosperity Capital Advisors
Ohio
$208K +$4.2K +46 +2%
EL
1935
EWA LLC
Pennsylvania
$208K -$33.4K -366 -14%
WFA
1936
WestHill Financial Advisors
California
$208K -$39.8K -436 -16%
FCM
1937
Fell Capital Management
California
$208K
NCTC
1938
New Covenant Trust Company
Indiana
$207K +$204K +2,239 New
BTD
1939
BankPlus Trust Department
Mississippi
$206K
Vanguard National Trust
1940
Vanguard National Trust
Pennsylvania
$206K -$13K -143 -6%
MSFS
1941
Main Street Financial Solutions
Pennsylvania
$206K -$28.9K -317 -12%
TWM
1942
Tumwater Wealth Management
Idaho
$206K
AMG
1943
Asset Management Group
Connecticut
$205K -$6.57K -72 -3%
TFA
1944
Teamwork Financial Advisors
Texas
$205K
W
1945
WorthPointe
California
$204K -$274 -3 -0.1%
SIAG
1946
Safeguard Investment Advisory Group
California
$204K +$456 +5 +0.2%
ACA
1947
Aspire Capital Advisors
Washington
$204K +$638 +7 +0.3%
GHA
1948
Granite Harbor Advisors
Texas
$204K +$730 +8 +0.4%
RE
1949
Rydar Equities
Texas
$204K +$184K +2,015 New
GFWA
1950
Grey Fox Wealth Advisors
Delaware
$203K +$638 +7 +0.3%