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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
PCP
851
Proficio Capital Partners
Massachusetts
$19K -$5.48K -137 -24%
FMP
852
Financial Management Professionals
Texas
$19K – – –
M
853
MOTCO
Texas
$19K +$12.7K +317 +235%
OIA
854
OneDigital Investment Advisors
Kansas
$19K +$17.7K +443 New
WPA
855
West Paces Advisors
Georgia
$17.8K -$15.1K -378 -48%
BTIS
856
BB&T Investment Services
North Carolina
$17K +$5.28K +132 +52%
AIM
857
Acrospire Investment Management
Illinois
$17K +$12K +300 +300%
JCM
858
Jacobi Capital Management
Pennsylvania
$16K – – –
ATC
859
Adirondack Trust Company
New York
$15K – – –
AWM
860
AllSquare Wealth Management
New York
$15K – – –
BCM
861
Blume Capital Management
California
$15K – – –
HCM
862
Highlander Capital Management
New Jersey
$15K – – –
OC
863
Oakworth Capital
Alabama
$15K – – –
WEC
864
Winslow Evans & Crocker
Massachusetts
$14.1K – – –
TCM
865
Tradewinds Capital Management
Washington
$14K – – –
IR
866
Invictus RG
Bermuda
$14K +$12.9K +322 New
TDC
867
Thompson Davis & Co
Virginia
$13K -$3.72K -93 -24%
FMII
868
Farmers & Merchants Investments Inc
Nebraska
$12K – – –
PMFA
869
Plante Moran Financial Advisors
Michigan
$12K – – –
SGAM
870
Smith Group Asset Management
Texas
$12K – – –
WA
871
WFG Advisors
Texas
$11K -$10K -250 -50%
APSP
872
Asset Planning Services (Pennsylvania)
Pennsylvania
$11K – – –
NA
873
NewEdge Advisors
Louisiana
$10.1K +$9.29K +232 New
TRCT
874
Tower Research Capital (TRC)
New York
$10K -$121K -3,022 -93%
ZB
875
Zions Bancorporation
Utah
$10K -$1.92K -48 -17%