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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1926
Darwin Wealth Management
Florida
$94.8K – – –
RA
1927
Rise Advisors
New York
$93.4K +$251 +3 +0.3%
GK
1928
Graney & King
New York
$84.7K – – –
AF
1929
Advisornet Financial
Minnesota
$84.6K -$3.35K -40 -4%
FFC
1930
First Financial Corp
Indiana
$82.7K -$190K -2,268 -71%
VWWMG
1931
Vermillion & White Wealth Management Group
Pennsylvania
$79K -$167 -2 -0.2%
CBT
1932
CoreFirst Bank & Trust
Kansas
$78.6K +$72.2K +862 New
PW
1933
Pandora Wealth
Illinois
$77.9K – – –
DCM
1934
Disciplina Capital Management
Tennessee
$76.8K +$251 +3 +0.4%
TCM
1935
Traub Capital Management
Massachusetts
$74K +$68K +812 New
HCM
1936
Hollencrest Capital Management
California
$73.9K – – –
IIM
1937
Intact Investment Management
Quebec, Canada
$73K -$1.06M -12,600 -94%
PPA
1938
Painted Porch Advisors
California
$70.7K – – –
CFFP
1939
Center for Financial Planning
Michigan
$70.3K +$62.8K +750 +3,750%
HAP
1940
Harbor Asset Planning
Massachusetts
$69.1K +$63.4K +757 New
MTIC
1941
Missouri Trust & Investment Company
Missouri
$67.1K -$3.27K -39 -5%
JSAM
1942
J. Safra Asset Management
New York
$65.9K +$40.4K +483 +202%
CIEC
1943
Crédit Industriel et Commercial
France
$65.5K -$399K -4,760 -87%
BWM
1944
Bullock Wealth Management
Indiana
$65.1K -$12.1K -144 -17%
SRCM
1945
Signature Resources Capital Management
California
$64.5K +$6.03K +72 +11%
GSWM
1946
Golden State Wealth Management
California
$64.3K +$46.9K +560 +386%
IWP
1947
IAG Wealth Partners
Wisconsin
$64.3K – – –
CA
1948
Crewe Advisors
Utah
$64.2K +$3.68K +44 +7%
FMB
1949
Field & Main Bank
Kentucky
$63.9K – – –
PC
1950
Promus Capital
Illinois
$63.9K – – –
76 77
78
79 80