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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FCM
776
FJ Capital Management
Virginia
$218K +$208K +5,000 New
FWCM
777
Ferguson Wellman Capital Management
Oregon
$215K -$35.7K -860 -15%
MAM
778
Marquette Asset Management
Minnesota
$212K – – –
CFG
779
CKW Financial Group
Hawaii
$210K -$12.5K -300 -6%
FWM
780
Frontier Wealth Management
Missouri
$209K -$3.9K -94 -2%
NB
781
NBT Bank
New York
$209K – – –
CFA
782
Carroll Financial Associates
North Carolina
$208K +$623 +15 +0.3%
GLA
783
Great Lakes Advisors
Illinois
$207K – – –
S
784
SignatureFD
Georgia
$207K +$196K +4,726 New
BHTS
785
Bar Harbor Trust Services
Maine
$206K – – –
SIC
786
Sigma Investment Counselors
Michigan
$204K – – –
RFA
787
Reilly Financial Advisors
California
$204K +$3.69K +89 +2%
RTS
788
Round Table Services
New Jersey
$202K -$3.99K -96 -2%
BOH
789
Bank of Hawaii
Hawaii
$201K -$19.6K -473 -9%
PAM
790
Paradigm Asset Management
New York
$195K – – –
CAW
791
Cornerstone Advisors (Washington)
Washington
$192K +$1.5K +36 +0.8%
QCG
792
Quadrant Capital Group
Ohio
$188K -$1.62K -39 -0.9%
LBG
793
Lloyds Banking Group
United Kingdom
$179K -$12.3K -296 -7%
FCMT
794
Founders Capital Management (Texas)
Texas
$177K -$6.23K -150 -4%
SWA
795
Sutton Wealth Advisors
Florida
$174K – – –
KFA
796
Kays Financial Advisory
Georgia
$172K – – –
ZB
797
Zions Bancorporation
Utah
$167K +$149K +3,585 +1,545%
FANJ
798
Financial Architects (New Jersey)
New Jersey
$165K -$28K -675 -15%
PCM
799
Penserra Capital Management
California
$164K -$365K -8,803 -70%
AOWM
800
Alpha Omega Wealth Management
Virginia
$161K – – –