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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
776
Marquette Asset Management
Minnesota
$212K
CFG
777
CKW Financial Group
Hawaii
$210K -$12.5K -300 -6%
FWM
778
Frontier Wealth Management
Missouri
$209K -$3.9K -94 -2%
NB
779
NBT Bank
New York
$209K
CFA
780
Carroll Financial Associates
North Carolina
$208K +$623 +15 +0.3%
GLA
781
Great Lakes Advisors
Illinois
$207K
S
782
SignatureFD
Georgia
$207K +$196K +4,726 New
BHTS
783
Bar Harbor Trust Services
Maine
$206K
SIC
784
Sigma Investment Counselors
Michigan
$204K
RFA
785
Reilly Financial Advisors
California
$204K +$3.69K +89 +2%
RTS
786
Round Table Services
New Jersey
$202K -$3.99K -96 -2%
BOH
787
Bank of Hawaii
Hawaii
$201K -$19.6K -473 -9%
PAM
788
Paradigm Asset Management
New York
$195K
CAW
789
Cornerstone Advisors (Washington)
Washington
$192K +$1.5K +36 +0.8%
QCG
790
Quadrant Capital Group
Ohio
$188K -$1.62K -39 -0.9%
LBG
791
Lloyds Banking Group
United Kingdom
$179K -$12.3K -296 -7%
FCMT
792
Founders Capital Management (Texas)
Texas
$177K -$6.23K -150 -4%
SWA
793
Sutton Wealth Advisors
Florida
$174K
KFA
794
Kays Financial Advisory
Georgia
$172K
ZB
795
Zions Bancorporation
Utah
$167K +$149K +3,585 +1,545%
FANJ
796
Financial Architects (New Jersey)
New Jersey
$165K -$28K -675 -15%
PCM
797
Penserra Capital Management
California
$164K -$365K -8,803 -70%
AOWM
798
Alpha Omega Wealth Management
Virginia
$161K
AssetMark Inc
799
AssetMark Inc
California
$155K -$1.91K -46 -1%
GWM
800
Geneos Wealth Management
Colorado
$149K