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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
FAMI
2051
Fideuram Asset Management (Ireland)
$109K -$1.65M -16,796 -94%
CA
2052
Crewe Advisors
Utah
$109K +$45.4K +463 +67%
QL
2053
Quarry LP
New York
$108K -$363K -3,705 -76%
C
2054
Covestor
United Kingdom
$107K -$44K -449 -28%
EF
2055
Entrust Financial
Pennsylvania
$107K -$981 -10 -0.9%
EI
2056
EFG International
$107K +$112K +1,138 New
ACM
2057
Anfield Capital Management
California
$107K +$111K +1,136 New
ASCM
2058
Adkins Seale Capital Management
Louisiana
$106K – – –
GK
2059
Graney & King
New York
$106K +$19.7K +201 +22%
LHEI
2060
Leo H. Evart Inc
California
$106K +$110K +1,123 New
ACA
2061
Atlas Capital Advisors
Wyoming
$105K +$110K +1,117 New
MEG
2062
Millstone Evans Group
Colorado
$103K -$6.08K -62 -5%
CAL
2063
Capital Advisors Ltd
Ohio
$100K – – –
NMC
2064
Nine Masts Capital
Hong Kong
$99.4K -$298K -3,037 -74%
WIM
2065
Westside Investment Management
California
$99.1K – – –
DWM
2066
Darwin Wealth Management
Florida
$97.7K – – –
LC
2067
Lavaca Capital
Texas
$97.7K +$294 +3 +0.3%
PWMA
2068
Pension & Wealth Management Advisors
Massachusetts
$97.3K -$2.35K -24 -2%
CFFP
2069
Center for Financial Planning
Michigan
$95.9K -$1.96K -20 -2%
DCM
2070
Davis Capital Management
Florida
$95.7K -$12.8K -130 -11%
VWA
2071
VSM Wealth Advisory
Maryland
$92.7K +$98 +1 +0.1%
SWM
2072
SHP Wealth Management
Massachusetts
$90.3K +$52.7K +537 +127%
CCA
2073
Catalyst Capital Advisors
New York
$89.4K +$43.7K +446 +88%
FCAS
2074
First Command Advisory Services
Texas
$89.1K +$36.3K +370 +64%
AF
2075
Align Financial
Minnesota
$87.5K -$9.02M -92,008 -99%
81 82
83
84 85