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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
GWP
2101
Gen-Wealth Partners
Michigan
$47.8K – – –
NL
2102
NVWM LLC
Pennsylvania
$47.5K – – –
SW
2103
StrongBox Wealth
Missouri
$46.9K +$46.3K +508 New
FWM
2104
Focused Wealth Management
New York
$46.8K +$46.2K +507 New
VWM
2105
Valley Wealth Managers
New Jersey
$46.1K – – –
CTB
2106
Country Trust Bank
Illinois
$45.9K -$1.09K -12 -2%
TC
2107
Trust Company
Kansas
$45.4K +$2.28K +25 +5%
DSC
2108
Duncker Streett & Co
Missouri
$45.1K -$4.74K -52 -10%
IRC
2109
Investors Research Corp
Georgia
$44.9K -$8.76K -96 -16%
PWMG
2110
Private Wealth Management Group
New Jersey
$44.4K +$13.7K +150 +45%
KFI
2111
Key Financial Inc
Pennsylvania
$43.9K -$8.48K -93 -16%
BCM
2112
Boreal Capital Management
Florida
$43.8K – – –
EFMH
2113
E Fund Management (HK)
Hong Kong
$43.3K +$22.4K +246 +110%
FPB
2114
First PREMIER Bank
South Dakota
$42K – – –
Loomis, Sayles & Company
2115
Loomis, Sayles & Company
Massachusetts
$42K +$16.2K +178 +64%
WTA
2116
Washington Trust Advisors
Massachusetts
$41.2K +$22.1K +242 +118%
MSWM
2117
Mowery & Schoenfeld Wealth Management
Illinois
$41.2K – – –
B
2118
Bayban
Minnesota
$40.9K -$12.2K -134 -23%
CSC
2119
Caldwell Sutter Capital
California
$40.2K -$4.56K -50 -10%
MMCM
2120
Murphy & Mullick Capital Management
New York
$40.2K – – –
SA
2121
Seneschal Advisors
Washington
$39.8K +$91 +1 +0.2%
JSAM
2122
J. Safra Asset Management
New York
$39.2K -$31.1K -341 -45%
FFC
2123
First Financial Corp
Indiana
$38.6K -$5.02K -55 -12%
BWM
2124
Bullock Wealth Management
Indiana
$38K -$1K -11 -3%
AAG
2125
Accordant Advisory Group
Maryland
$36.9K -$9.12K -100 -20%