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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MCB
1951
Morton Community Bank
Illinois
$223K -$33.2K -350 -14%
BTD
1952
BankPlus Trust Department
Mississippi
$223K
ACA
1953
Aspire Capital Advisors
Washington
$223K +$2.37K +25 +1%
TWM
1954
Tumwater Wealth Management
Idaho
$223K
TBWA
1955
Three Bridge Wealth Advisors
California
$222K -$46.9K -494 -18%
SIAG
1956
Safeguard Investment Advisory Group
California
$222K +$211K +2,223 New
PCA
1957
Prosperity Capital Advisors
Ohio
$222K -$19.4K -204 -8%
W
1958
WorthPointe
California
$222K -$5.6K -59 -3%
MWA
1959
Medallion Wealth Advisors
Connecticut
$220K +$285 +3 +0.1%
MHC
1960
Meyer Handelman Company
New York
$220K -$27.7K -292 -12%
TFIPS
1961
Towarzystwo Funduszy Inwestycyjnych PZU SA
$220K +$18K +190 +9%
RWM
1962
Riverbend Wealth Management
South Carolina
$220K +$209K +2,200 New
GFWA
1963
Grey Fox Wealth Advisors
Delaware
$219K +$854 +9 +0.4%
SWM
1964
Silverlake Wealth Management
Vermont
$219K +$208K +2,188 New
AA
1965
Acorns Advisers
California
$218K +$207K +2,180 New
RWRC
1966
R.W. Roge & Company
New York
$218K +$208K +2,188 New
LAM
1967
Longboard Asset Management
Arizona
$217K
B
1968
Birchbrook
Maine
$216K
HI
1969
Hendershot Investments
Virginia
$216K
HIG
1970
Heritage Investment Group
Florida
$216K +$205K +2,161 New
MC
1971
Matisse Capital
Oregon
$216K -$708K -7,465 -78%
MG
1972
Marex Group
$216K +$205K +2,159 New
FCM
1973
Firestone Capital Management
Florida
$216K +$2.18K +23 +1%
SPC
1974
Spirepoint Private Client
Florida
$215K +$204K +2,151 New
SS
1975
SBI Securities
Japan
$215K -$187K -1,973 -48%