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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
2101
Loomis, Sayles & Company
Massachusetts
$42K +$16.2K +178 +64%
WTA
2102
Washington Trust Advisors
Massachusetts
$41.2K +$22.1K +242 +118%
MSWM
2103
Mowery & Schoenfeld Wealth Management
Illinois
$41.2K
B
2104
Bayban
Minnesota
$40.9K -$12.2K -134 -23%
CSC
2105
Caldwell Sutter Capital
California
$40.2K -$4.56K -50 -10%
MMCM
2106
Murphy & Mullick Capital Management
New York
$40.2K
SA
2107
Seneschal Advisors
Washington
$39.8K +$91 +1 +0.2%
JSAM
2108
J. Safra Asset Management
New York
$39.2K -$31.1K -341 -45%
FFC
2109
First Financial Corp
Indiana
$38.6K -$5.02K -55 -12%
BWM
2110
Bullock Wealth Management
Indiana
$38K +$36.2K +397 New
AAG
2111
Accordant Advisory Group
Maryland
$36.9K -$9.12K -100 -20%
CFS
2112
CGC Financial Services
Oregon
$36.9K
IWP
2113
IAG Wealth Partners
Wisconsin
$36.9K
NI
2114
NCP Inc
California
$36.9K +$22.6K +248 +163%
ACA
2115
American Capital Advisory
Idaho
$36.4K
JWM
2116
JPL Wealth Management
Colorado
$36.3K +$2.1K +23 +6%
RWM
2117
Raffa Wealth Management
District of Columbia
$35.3K +$3.19K +35 +10%
SSG
2118
Summit Securities Group
New York
$35K +$9.48K +104 +38%
OPTFSNA
2119
Old Point Trust & Financial Services N A
Virginia
$33.8K
BWL
2120
Bogart Wealth LLC
Virginia
$33.1K -$1.64K -18 -5%
ASA
2121
Axxion S.A.
Luxembourg
$33K +$32.6K +358 New
MSG
2122
Main Street Group
Virginia
$32.5K
BIAS
2123
Beacon Investment Advisory Services
New Jersey
$32.3K +$2.37K +26 +8%
GEA
2124
Glen Eagle Advisors
New Jersey
$32K +$1.92K +21 +6%
VWA
2125
Valued Wealth Advisors
Utah
$31.9K -$11K -121 -26%