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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FNA
826
First National Advisers
Nebraska
$1.8M -$421K -5,695 -19%
AGWCA
827
Annis Gardner Whiting Capital Advisors
Florida
$1.8M +$1.24M +16,797 +220%
1SB
828
1ST Source Bank
Indiana
$1.8M -$6.8K -92 -0.4%
BG
829
Bollard Group
Massachusetts
$1.79M -$92.6K -1,254 -5%
GP
830
Greenline Partners
New York
$1.79M +$84.2K +1,140 +5%
SWMG
831
Signature Wealth Management Group
Georgia
$1.78M +$25.4K +344 +1%
MFS
832
Mattson Financial Services
Michigan
$1.78M +$1.78M +24,108 New
CF
833
Centaurus Financial
California
$1.78M +$498K +6,739 +39%
HNB
834
Huntington National Bank
Ohio
$1.77M -$191K -2,584 -10%
FDS
835
First Dallas Securities
Texas
$1.77M +$58.1K +786 +3%
CCA
836
Covey Capital Advisors
Georgia
$1.77M +$206K +2,782 +13%
SEC
837
Seven Eight Capital
New York
$1.76M +$1.76M +23,829 New
DIS
838
Diversified Investment Strategies
Louisiana
$1.75M -$16.6K -225 -0.9%
CTA
839
Chesley Taft & Associates
Illinois
$1.74M +$22.2K +300 +1%
AWM
840
Avitas Wealth Management
California
$1.73M -$7.83K -106 -0.4%
FWM
841
Finer Wealth Management
Massachusetts
$1.73M +$105K +1,428 +6%
CFA
842
Camarda Financial Advisors
Florida
$1.73M +$1.73M +23,430 New
ESB
843
Essex Savings Bank
Connecticut
$1.72M -$40.3K -545 -2%
AWP
844
Ascent Wealth Partners
New York
$1.72M +$12.1K +164 +0.7%
VIM
845
VELA Investment Management
Ohio
$1.72M -$1.04M -14,146 -38%
MC
846
Moors & Cabot
Massachusetts
$1.69M -$31.2K -423 -2%
BSW
847
Buckingham Strategic Wealth
Missouri
$1.69M -$45.7K -619 -3%
TIAA Trust, National Association
848
TIAA Trust, National Association
North Carolina
$1.69M +$70.2K +950 +4%
AF
849
Allworth Financial
California
$1.69M -$667K -9,035 -25%
DBIA
850
Dumont & Blake Investment Advisors
New Jersey
$1.68M +$846K +11,448 +101%