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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2176
Mascoma Wealth Management
New Hampshire
$20.1K +$91 +1 +0.5%
BBPWM
2177
Blue Bell Private Wealth Management
Pennsylvania
$19.8K -$1.92K -21 -9%
SL
2178
Salomon & Ludwin
Virginia
$19.5K -$1K -11 -5%
CFM
2179
Cornerstone Financial Management
Massachusetts
$19.5K +$4.01K +44 +26%
FRA
2180
Front Row Advisors
California
$19.4K – – –
PSB
2181
Piscataqua Savings Bank
New Hampshire
$19.1K -$4.56K -50 -19%
OCM
2182
Osbon Capital Management
Massachusetts
$19K +$9.48K +104 +102%
VWM
2183
Vermillion Wealth Management
Minnesota
$18.5K -$9.57K -105 -34%
AEPWM
2184
Atlantic Edge Private Wealth Management
Florida
$18.5K – – –
Kayne Anderson Rudnick Investment Management
2185
Kayne Anderson Rudnick Investment Management
California
$18K -$2.74K -30 -13%
BFS
2186
Bare Financial Services
Pennsylvania
$17.8K +$7.2K +79 +69%
SFS
2187
Sunrise Financial Services
Washington
$17.7K -$6.84K -75 -28%
MNA
2188
Manning & Napier Advisors
New York
$17.6K -$3.1K -34 -15%
FNWA
2189
Financial Network Wealth Advisors
Utah
$17.5K +$2.65K +29 +18%
STB
2190
S&T Bank
Pennsylvania
$17.3K -$4.47K -49 -21%
KFG
2191
Kingdom Financial Group
Arizona
$17K +$6.38K +70 +61%
HFS
2192
Horizon Financial Services
North Carolina
$16.8K -$2.92K -32 -15%
Optiver Holding
2193
Optiver Holding
Netherlands
$16.6K +$16.4K +180 New
AWA
2194
Acumen Wealth Advisors
Tennessee
$16.2K -$48.1K -527 -75%
TCA
2195
Trifecta Capital Advisors
Illinois
$16.2K +$365 +4 +2%
NWM
2196
Nova Wealth Management
Florida
$16.1K +$9.03K +99 +130%
CMP
2197
Coston McIsaac & Partners
Maine
$16K +$91 +1 +0.5%
MTC
2198
Matrix Trust Company
Colorado
$16K +$14.4K +158 +929%
FUBT
2199
First United Bank & Trust
Maryland
$16K +$7.3K +80 +86%
SN
2200
Sittner & Nelson
Oregon
$15.5K -$912 -10 -6%