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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
876
Belpointe Asset Management
Nevada
$173K -$16.8K -482 -9%
NNP
877
Nachman Norwood & Parrott
South Carolina
$166K -$49.6K -1,427 -24%
DZ Bank
878
DZ Bank
Germany
$163K – – –
ST
879
Smithfield Trust
Pennsylvania
$163K -$26.6K -765 -15%
IA
880
IFP Advisors
Florida
$153K +$10.7K +307 +8%
JWM
881
Jeppson Wealth Management
California
$153K +$147K +4,214 New
SWA
882
Sutton Wealth Advisors
Florida
$146K +$104 +3 +0.1%
T
883
TOBAM
France
$144K +$139K +3,986 New
LTI
884
Laffer Tengler Investments
Tennessee
$144K – – –
Acadian Asset Management
885
Acadian Asset Management
Massachusetts
$142K – – –
ONST
886
Old North State Trust
North Carolina
$142K +$137K +3,932 New
TFS
887
TrustCore Financial Services
Tennessee
$134K – – –
PVH
888
Psagot Value Holdings
Israel
$120K – – –
IBOK
889
Independence Bank of Kentucky
Kentucky
$118K -$3.48K -100 -3%
SIM
890
Sonora Investment Management
Arizona
$116K – – –
SLF
891
Sun Life Financial
Ontario, Canada
$115K -$12.3K -353 -10%
FA
892
Fortis Advisors
Pennsylvania
$109K -$34.8K -1,000 -25%
PAI
893
Pittenger & Anderson Inc
Nebraska
$109K -$29.6K -850 -22%
APWM
894
Atlas Private Wealth Management
New York
$107K +$102K +2,941 New
SBSB
895
Sullivan, Bruyette, Speros & Blaney
Virginia
$107K +$102K +2,942 New
AIM
896
Anchor Investment Management
South Carolina
$107K +$6.61K +190 +7%
FEG
897
Financial Enhancement Group
Indiana
$106K +$3.34K +96 +3%
FQ
898
First Quadrant
California
$102K -$276K -7,940 -74%
PR
899
Payden & Rygel
California
$95K – – –
PFGIA
900
Patriot Financial Group Insurance Agency
Massachusetts
$91K +$11.4K +327 +15%