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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1926
Rise Advisors
New York
$93.4K +$251 +3 +0.3%
GK
1927
Graney & King
New York
$84.7K – – –
AF
1928
Advisornet Financial
Minnesota
$84.6K -$3.35K -40 -4%
FFC
1929
First Financial Corp
Indiana
$82.7K -$190K -2,268 -71%
VWWMG
1930
Vermillion & White Wealth Management Group
Pennsylvania
$79K -$167 -2 -0.2%
CBT
1931
CoreFirst Bank & Trust
Kansas
$78.6K +$72.2K +862 New
PW
1932
Pandora Wealth
Illinois
$77.9K – – –
DCM
1933
Disciplina Capital Management
Tennessee
$76.8K +$251 +3 +0.4%
TCM
1934
Traub Capital Management
Massachusetts
$74K +$68K +812 New
HCM
1935
Hollencrest Capital Management
California
$73.9K – – –
IIM
1936
Intact Investment Management
Quebec, Canada
$73K -$1.06M -12,600 -94%
PPA
1937
Painted Porch Advisors
California
$70.7K – – –
CFFP
1938
Center for Financial Planning
Michigan
$70.3K +$62.8K +750 +3,750%
HAP
1939
Harbor Asset Planning
Massachusetts
$69.1K +$63.4K +757 New
MTIC
1940
Missouri Trust & Investment Company
Missouri
$67.1K -$3.27K -39 -5%
JSAM
1941
J. Safra Asset Management
New York
$65.9K +$40.4K +483 +202%
CIEC
1942
Crédit Industriel et Commercial
France
$65.5K -$399K -4,760 -87%
SRCM
1943
Signature Resources Capital Management
California
$64.5K +$6.03K +72 +11%
GSWM
1944
Golden State Wealth Management
California
$64.3K +$46.9K +560 +386%
IWP
1945
IAG Wealth Partners
Wisconsin
$64.3K – – –
CA
1946
Crewe Advisors
Utah
$64.2K +$3.68K +44 +7%
FMB
1947
Field & Main Bank
Kentucky
$63.9K – – –
PC
1948
Promus Capital
Illinois
$63.9K – – –
PWAM
1949
Private Wealth Asset Management
Iowa
$63.6K -$94.2K -1,125 -62%
WIM
1950
Westside Investment Management
California
$62.8K +$28.4K +339 +97%
76 77
78
79 80