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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SQA
926
Simon Quick Advisors
New Jersey
$52K +$12.9K +285 +29%
CHC
927
City Holding Co
West Virginia
$51K
OIA
928
Optimum Investment Advisors
Illinois
$51K
TFA
929
Toth Financial Advisory
Virginia
$49K -$8.96K -198 -14%
MCM
930
Manchester Capital Management
Vermont
$49K
OC
931
Oakworth Capital
Alabama
$49K
LWM
932
Liberty Wealth Management
California
$49K +$54.2K +1,199 New
BCM
933
Blume Capital Management
California
$48K -$2.26K -50 -4%
SFA
934
Semmax Financial Advisors
North Carolina
$47K +$50.8K +1,123 New
CLM
935
ClearBridge LLC (Maryland)
Maryland
$46K +$21.3K +470 +75%
FIB
936
First Interstate Bank
Montana
$46K +$47K +1,040 +1,486%
PCP
937
Proficio Capital Partners
Massachusetts
$43K +$19.2K +424 +70%
TAIM
938
TD Ameritrade Investment Management
Nebraska
$42K +$45.2K +1,000 New
MMG
939
Monetary Management Group
Missouri
$39K
PFGIA
940
Patriot Financial Group Insurance Agency
Massachusetts
$39K
AF
941
Advisornet Financial
Minnesota
$38K -$7.87K -174 -16%
WTB
942
Washington Trust Bank
Washington
$37K -$2.85K -63 -6%
MFW
943
Mosaic Family Wealth
Missouri
$37K
VCM
944
Vigilant Capital Management
Maine
$35K +$2.85K +63 +8%
KPW
945
Kore Private Wealth
New York
$35K +$38K +839 New
FPFS
946
First Personal Financial Services
North Carolina
$34K +$12.8K +282 +52%
Schroder Investment Management Group
947
Schroder Investment Management Group
United Kingdom
$33.9K -$1.56M -34,448 -4%
LWA
948
Lenox Wealth Advisors
New York
$33K -$10.5K -232 -22%
HT
949
Heritage Trust
Oklahoma
$33K
MSA
950
Marino Stram & Associates
Massachusetts
$33K +$5.29K +117 +17%