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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
ACG
701
Allen Capital Group
Nebraska
$624K +$677K +15,534 New
SIAG
702
Signet Investment Advisory Group
Rhode Island
$623K +$15.9K +365 +2%
RIM
703
Rampart Investment Management
Connecticut
$611K +$187K +4,287 +39%
BP
704
BBR Partners
New York
$607K +$4.84K +111 +0.7%
UCI
705
Uncommon Cents Investing
Wisconsin
$605K
GBT
706
Grove Bank & Trust
Florida
$597K +$12.2K +280 +2%
GFP
707
Gryphon Financial Partners
Ohio
$594K +$218K +5,000 +51%
PSC
708
Prentiss Smith & Co
Vermont
$589K -$4.71K -108 -0.7%
FNBOH
709
First National Bank of Hutchinson
Kansas
$588K -$115K -2,635 -16%
MAFM
710
Mid Atlantic Financial Management
Pennsylvania
$588K +$137K +3,143 +27%
MYIA
711
Mount Yale Investment Advisors
Colorado
$583K -$244K -5,599 -27%
CRC
712
Curi RMB Capital
Illinois
$577K -$72.2K -1,657 -10%
RJT
713
Raymond James Trust
Florida
$577K +$109K +2,493 +21%
CSIC
714
Clifford Swan Investment Counsel
California
$574K
FSA
715
Franklin Street Advisors
North Carolina
$573K
Cerity Partners
716
Cerity Partners
New York
$570K -$492K -11,291 -44%
FCIM
717
Fairview Capital Investment Management
California
$561K
TP
718
Tranquility Partners
Tennessee
$560K +$607K +13,935 New
DAS
719
Dynamic Advisor Solutions
Arizona
$556K -$26K -597 -4%
MC
720
Machina Capital
France
$554K +$63.5K +1,456 +12%
WS
721
Wedbush Securities
California
$553K +$339K +7,775 +130%
LS
722
Livforsakringsbolaget Skandia
Sweden
$551K +$74.1K +1,700 +14%
CNC
723
Citizens & Northern Corp
Pennsylvania
$542K -$1.42M -32,695 -71%
SFG
724
SevenBridge Financial Group
Pennsylvania
$540K
APA
725
American Portfolios Advisors
New York
$533K +$122K +2,801 +27%