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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
JG
926
Jefferies Group
New York
$44K +$39.9K +850 New
HT
927
Heritage Trust
Oklahoma
$41K – – –
MMG
928
Monetary Management Group
Missouri
$41K – – –
SC
929
Slow Capital
California
$41K +$37.6K +800 New
PWM
930
Paulson Wealth Management
Illinois
$41K +$37.9K +807 New
GWS
931
Glassman Wealth Services
Virginia
$38K – – –
SMG
932
Spectrum Management Group
Indiana
$38K – – –
WA
933
Winfield Associates
Ohio
$37K +$1.69K +36 +5%
GFP
934
Gryphon Financial Partners
Ohio
$37K +$33.5K +713 New
PW
935
Price Wealth
Texas
$37K +$33.9K +722 New
VEA
936
Virtus ETF Advisers
New York
$35K +$31.6K +672 New
TFO
937
Tarbox Family Office
California
$34K -$45.5K -969 -59%
ANBT
938
American National Bank & Trust
Texas
$34K – – –
IP
939
Intellectus Partners
California
$34K – – –
MSA
940
Marino Stram & Associates
Massachusetts
$32K +$29.4K +625 New
JCM
941
Jacobi Capital Management
Pennsylvania
$30K – – –
FFG
942
Ford Financial Group
California
$29K +$26.1K +556 New
EARNEST Partners
943
EARNEST Partners
Georgia
$29K +$26.2K +558 New
DAM
944
Delta Asset Management
Tennessee
$28K – – –
CHP
945
Cable Hill Partners
Oregon
$28K +$4.37K +93 +21%
PFBT
946
Parkside Financial Bank & Trust
Missouri
$27K +$1.97K +42 +9%
CA
947
Calton & Associates
Florida
$27K +$23.2K +494 New
ADL
948
Asset Dedication LLC
California
$27K +$24.5K +522 New
CAM
949
Close Asset Management
United Kingdom
$26K – – –
PK
950
Pflug Koory
Nebraska
$26K – – –