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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
2401
Mirabella Financial Services
United Kingdom
-$245K -2,608 Closed
EV
2402
EJMK Ventures
Illinois
-$244K -2,601 Closed
DT
2403
DV Trading
Illinois
-$244K -2,600 Closed
OA
2404
Oasis Advisors
Iowa
-$244K -2,596 Closed
MCWA
2405
Meadow Creek Wealth Advisors
Georgia
-$244K -2,593 Closed
RIA
2406
Regal Investment Advisors
Michigan
-$242K -2,573 Closed
SWASL
2407
Spartan Wealth Advisory Services LLC
Michigan
-$241K -2,563 Closed
GAFA
2408
Garton & Associates Financial Advisors
Kentucky
-$241K -2,561 Closed
MAM
2409
Morse Asset Management
Connecticut
-$237K -2,523 Closed
IFPL
2410
Investments & Financial Planning LLC
Kentucky
-$236K -2,511 Closed
PFM
2411
Patton Fund Management
Texas
-$233K -2,477 Closed
SPC
2412
Spirepoint Private Client
Florida
-$232K -2,471 Closed
PFA
2413
Pathway Financial Advisors
Vermont
-$232K -2,470 Closed
RRWA
2414
Rainey & Randall Wealth Advisors
Florida
-$229K -2,432 Closed
WWC
2415
Waypoint Wealth Counsel
Georgia
-$228K -2,428 Closed
CNB
2416
Camden National Bank
Maine
-$227K -2,416 Closed
PF
2417
Phoenix Financial
Israel
-$226K -2,405 Closed
AWC
2418
Abundance Wealth Counselors
Pennsylvania
-$223K -2,373 Closed
SPWM
2419
Schrum Private Wealth Management
Florida
-$221K -2,356 Closed
HC
2420
Hamilton Capital
Ohio
-$220K -2,342 Closed
RRA
2421
Red Reef Advisors
Florida
-$220K -2,341 Closed
CI
2422
CacheTech Inc
Utah
-$218K -2,322 Closed
FA
2423
Fiducient Advisors
Illinois
-$216K -2,296 Closed
WAS
2424
Westco Advisory Services
New York
-$216K -2,296 Closed
BF
2425
Brooklyn FI
New York
-$212K -2,252 Closed