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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
776
Carson Wealth (CWM LLC)
Nebraska
$69K +$30.1K +842 +93%
CPA
777
Clear Perspective Advisors
Illinois
$69K +$62.5K +1,750 New
AIM
778
Advantage Investment Management
Iowa
$68K +$26.2K +734 +73%
CHC
779
City Holding Co
West Virginia
$64K
TFO
780
Tarbox Family Office
California
$64K +$35.7K +1,000 +158%
MPWT
781
MassMutual Private Wealth & Trust
Connecticut
$58K +$52.5K +1,470 New
MRCM
782
M&R Capital Management
New Jersey
$57K +$71 +2 +0.1%
WPA
783
West Paces Advisors
Georgia
$56.2K +$50.9K +1,424 New
FQ
784
First Quadrant
California
$55K
KF
785
Krilogy Financial
Missouri
$54K -$4.36K -122 -8%
NCM
786
Nelson Capital Management
California
$51K
SAM
787
Solaris Asset Management
New York
$46K
BAM
788
Barrett Asset Management
New York
$44K +$6.65K +186 +20%
ST
789
Smithfield Trust
Pennsylvania
$41K +$36.8K +1,030 New
SPIA
790
Steward Partners Investment Advisory
New York
$40K +$36.5K +1,021 New
MCM
791
Manchester Capital Management
Vermont
$37K
MWM
792
MinichMacGregor Wealth Management
New York
$36K -$8.82K -247 -21%
First Eagle Investment Management
793
First Eagle Investment Management
New York
$36K
CF
794
CenterStar Fund
Illinois
$34K
TI
795
Turner Investments
Pennsylvania
$34K +$30.4K +850 New
ZB
796
Zions Bancorporation
Utah
$33K -$9.07K -254 -24%
EFSCE
797
Enterprise Financial Services Corp (EFSC)
Missouri
$33K -$1.79K -50 -6%
CFD
798
Creative Financial Designs
Indiana
$32K +$29K +813 New
AF
799
Arrow Financial
New York
$30K
NSIM
800
North Star Investment Management
Illinois
$30K +$17.9K +500 +200%