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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2151
Bullock Wealth Management
Indiana
$40.7K -$29.1K -307 -43%
BHWM
2152
Beaird Harris Wealth Management
Texas
$40.3K -$1.8K -19 -5%
CFS
2153
CGC Financial Services
Oregon
$40K – – –
IWP
2154
IAG Wealth Partners
Wisconsin
$40K – – –
TC
2155
Trust Company
Kansas
$39.6K +$36K +379 +2,229%
ACA
2156
American Capital Advisory
Idaho
$39.5K – – –
ECM
2157
Estabrook Capital Management
New York
$39.5K – – –
Loomis, Sayles & Company
2158
Loomis, Sayles & Company
Massachusetts
$38.5K -$1.33K -14 -4%
BWL
2159
Bogart Wealth LLC
Virginia
$37.6K -$7.02K -74 -16%
BGA
2160
Battery Global Advisors
Massachusetts
$37.3K +$6.92K +73 +24%
TCA
2161
Trifecta Capital Advisors
Illinois
$37.1K -$17.6K -186 -33%
HWP
2162
Highline Wealth Partners
California
$36.6K -$269K -2,833 -89%
OPTFSNA
2163
Old Point Trust & Financial Services N A
Virginia
$36.6K +$23.7K +250 +216%
MAM
2164
Meeder Asset Management
Ohio
$36.5K -$474 -5 -1%
AWM
2165
Abound Wealth Management
Tennessee
$36.1K +$8.16K +86 +31%
HHMI
2166
Howard Hughes Medical Institute
Maryland
$36K -$664 -7 -2%
NFSG
2167
Newbridge Financial Services Group
Florida
$35.7K – – –
HC
2168
Hoese & Co
Minnesota
$35.2K – – –
RWM
2169
Raffa Wealth Management
District of Columbia
$34.1K +$2.66K +28 +9%
VWA
2170
Valued Wealth Advisors
Utah
$33.7K +$1.99K +21 +7%
NI
2171
NCP Inc
California
$33.4K +$31.7K +334 New
PWMG
2172
Private Wealth Management Group
New Jersey
$33.1K – – –
AIA
2173
Aventus Investment Advisors
Florida
$33K – – –
GEA
2174
Glen Eagle Advisors
New Jersey
$32.5K – – –
ME
2175
McIlrath & Eck
Washington
$32K +$17.9K +189 +143%