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Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
JSAM
2076
J. Safra Asset Management
New York
$103K +$20.8K +219 +27%
VWWMG
2077
Vermillion & White Wealth Management Group
Pennsylvania
$101K +$9.39K +99 +11%
SA
2078
Strategic Advocates
Utah
$101K – – –
VWA
2079
VSM Wealth Advisory
Maryland
$98.3K +$190 +2 +0.2%
EI
2080
eCIO Inc
Wisconsin
$96.5K +$91.6K +966 New
AF
2081
Align Financial
Minnesota
$92.9K +$8.82M +92,939 New
GK
2082
Graney & King
New York
$92.7K – – –
CB
2083
Community Bank
New York
$91.7K – – –
DT
2084
DV Trading
Illinois
$89.9K +$85.4K +900 New
RF
2085
Rossby Financial
Florida
$87.3K +$67K +706 +420%
CBT
2086
CoreFirst Bank & Trust
Kansas
$86.1K – – –
PW
2087
Pandora Wealth
Illinois
$85.3K – – –
HCM
2088
Hollencrest Capital Management
California
$80.9K – – –
MSWM
2089
Mowery & Schoenfeld Wealth Management
Illinois
$78.8K +$32.4K +342 +77%
AF
2090
Advisornet Financial
Minnesota
$76.6K +$12K +126 +20%
HAP
2091
Harbor Asset Planning
Massachusetts
$76.1K +$285 +3 +0.4%
DCM
2092
Disciplina Capital Management
Tennessee
$76K -$7.87K -83 -10%
AW
2093
Ankerstar Wealth
Texas
$75.6K +$71.7K +756 New
FFC
2094
First Financial Corp
Indiana
$74.9K – – –
CPG
2095
Cornerstone Planning Group
New Jersey
$74.8K -$31M -327,080 -100%
GF
2096
GGM Financials
Ohio
$74.6K – – –
WAU
2097
Wellington-Altus USA
Manitoba, Canada
$74.1K +$70.4K +742 New
MTIC
2098
Missouri Trust & Investment Company
Missouri
$73.4K – – –
SRCM
2099
Signature Resources Capital Management
California
$72.1K +$1.42K +15 +2%
WA
2100
Westfuller Advisors
New York
$72.1K -$1.42K -15 -2%
82 83
84
85 86