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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
901
Mascoma Wealth Management
New Hampshire
$179K
KF
902
Krilogy Financial
Missouri
$176K +$183K +3,591 New
JFA
903
JNBA Financial Advisors
Minnesota
$174K -$2.43M -47,573 -93%
AOWM
904
Alpha Omega Wealth Management
Virginia
$174K
GLI
905
Guardian Life Insurance
New York
$168K +$5.06K +99 +3%
FANJ
906
Financial Architects (New Jersey)
New Jersey
$164K -$23.8K -466 -12%
SLF
907
Sun Life Financial
Ontario, Canada
$163K +$3.42K +67 +2%
FBT
908
First Bank & Trust
South Dakota
$162K
BWL
909
Bogart Wealth LLC
Virginia
$161K +$11.9K +233 +8%
SIM
910
Sonora Investment Management
Arizona
$156K +$31.9K +624 +24%
ONST
911
Old North State Trust
North Carolina
$150K +$156K +3,049 New
KA
912
Kaizen Advisory
Illinois
$146K
ZB
913
Zions Bancorporation
Utah
$136K +$141K +2,764 New
AIM
914
Anchor Investment Management
South Carolina
$135K +$10.2K +200 +8%
ACM
915
Aviance Capital Management
Florida
$133K -$1.52M -29,713 -92%
OIA
916
OneDigital Investment Advisors
Kansas
$133K +$29.6K +579 +27%
CBT
917
Capital Bank & Trust
California
$133K +$38.6K +755 +39%
SIAS
918
Shine Investment Advisory Services
Colorado
$131K
LWM
919
Lenox Wealth Management
Ohio
$130K +$5.67K +111 +4%
PR
920
Payden & Rygel
California
$129K
PCG
921
Private Capital Group
Connecticut
$126K -$3.47K -68 -3%
SSP
922
Sapphire Star Partners
Washington
$123K +$128K +2,500 New
Walleye Capital
923
Walleye Capital
New York
$121K +$126K +2,461 New
RMAM
924
Raab & Moskowitz Asset Management
New Jersey
$121K +$126K +2,467 New
AIM
925
Acropolis Investment Management
Missouri
$120K +$9.7K +190 +8%