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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FBT
876
First Bank & Trust
South Dakota
$124K -$16.8K -357 -13%
AssetMark Inc
877
AssetMark Inc
California
$119K -$58.3K -1,242 -35%
PWPS
878
Pinnacle Wealth Planning Services
Ohio
$118K +$109K +2,312 New
AIM
879
Anchor Investment Management
South Carolina
$116K +$4.7K +100 +5%
DBT
880
Dubuque Bank & Trust
Iowa
$113K – – –
OAMG
881
Odey Asset Management Group
United Kingdom
$113K – – –
HFP
882
Holistic Financial Partners
Indiana
$110K +$100K +2,136 New
LWM
883
Lenox Wealth Management
Ohio
$108K -$7.7K -164 -7%
HFM
884
Hartford Financial Management
Connecticut
$106K – – –
BWL
885
Bogart Wealth LLC
Virginia
$105K +$87.8K +1,870 +1,100%
CBT
886
Capital Bank & Trust
California
$100K -$24.4K -520 -21%
JFGIW
887
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$98K -$12.2K -260 -12%
AIM
888
Advantage Investment Management
Iowa
$97K -$11.8K -252 -12%
ST
889
Smithfield Trust
Pennsylvania
$93K +$8.93K +190 +12%
RE
890
RBC Europe
United Kingdom
$92.5K – – –
IWM
891
IHT Wealth Management
Illinois
$89K – – –
NSIM
892
North Star Investment Management
Illinois
$88K +$94 +2 +0.1%
MRCM
893
M&R Capital Management
New Jersey
$85K +$9.49K +202 +14%
AIM
894
ARK Investment Management
Florida
$85K +$78.1K +1,662 New
WTB
895
Washington Trust Bank
Washington
$84K +$4.7K +100 +7%
AC
896
Avestar Capital
New York
$84K +$89K +1,894 New
TL
897
TrueWealth LLC
Georgia
$82K +$75.3K +1,603 New
BCM
898
Blume Capital Management
California
$81K -$1.97K -42 -3%
PI
899
PineBridge Investments
New York
$79K -$788K -16,776 -92%
KF
900
Krilogy Financial
Missouri
$79K +$12.4K +263 +21%