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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
751
Financial Architects (New Jersey)
New Jersey
$161K -$2.79K -78 -2%
CAM
752
Cacti Asset Management
Georgia
$158K – – –
HNB
753
Huntington National Bank
Ohio
$156K -$82.9K -2,320 -37%
SWA
754
Sutton Wealth Advisors
Florida
$155K – – –
AssetMark Inc
755
AssetMark Inc
California
$146K -$1.25K -35 -0.9%
LWM
756
Lenox Wealth Management
Ohio
$145K -$13.5K -378 -9%
AOWM
757
Alpha Omega Wealth Management
Virginia
$145K +$128K +3,582 +3,582%
JIC
758
Joel Isaacson & Co
New York
$142K – – –
GWM
759
Geneos Wealth Management
Colorado
$136K +$1.64K +46 +1%
IWM
760
IHT Wealth Management
Illinois
$127K +$113K +3,169 New
GBT
761
Grove Bank & Trust
Florida
$124K +$104K +2,910 +1,265%
QCG
762
Quadrant Capital Group
Ohio
$122K -$214 -6 -0.2%
FBT
763
First Bank & Trust
South Dakota
$119K +$108K +3,016 New
CCS
764
Crosspoint Capital Strategies
California
$118K – – –
CBOA
765
Commonwealth Bank of Australia
Australia
$116K -$10.6K -298 -9%
YWP
766
YorkBridge Wealth Partners
New York
$116K +$106K +2,980 New
PR
767
Payden & Rygel
California
$104K – – –
PRS
768
Pinkerton Retirement Specialists
Idaho
$104K +$4.72K +132 +5%
EA
769
Edge Advisors
Georgia
$102K +$92.5K +2,588 New
AIM
770
Anchor Investment Management
South Carolina
$101K – – –
DBT
771
Dubuque Bank & Trust
Iowa
$99K – – –
WA
772
WealthTrust-Arizona
Arizona
$96K +$36 +1 +0%
SIM
773
Sonora Investment Management
Arizona
$84.9K – – –
HFM
774
Hartford Financial Management
Connecticut
$82K – – –
WTB
775
Washington Trust Bank
Washington
$77K +$15.8K +442 +29%