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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FCM
926
Firestone Capital Management
Florida
$67K +$10.5K +250 +14%
TF
927
TimeScale Financial
Massachusetts
$67K +$83.9K +2,000 New
PB
928
Pinnacle Bancorp
Nebraska
$66K +$34.2K +816 +71%
MHR
929
Matthew Hamilton Rosenberg
$65K +$80.3K +1,913 New
RE
930
RBC Europe
United Kingdom
$62.7K – – –
AssetMark Inc
931
AssetMark Inc
California
$61K -$24.7K -589 -25%
HFM
932
Hartford Financial Management
Connecticut
$61K – – –
PFGIA
933
Patriot Financial Group Insurance Agency
Massachusetts
$61K +$3.82K +91 +5%
NSIM
934
North Star Investment Management
Illinois
$59K -$41.8K -995 -36%
Arkadios Wealth Advisors
935
Arkadios Wealth Advisors
Georgia
$57.4K -$2.98K -71 -4%
FCA
936
FinTrust Capital Advisors
South Carolina
$57K +$19.3K +461 +37%
Federation des caisses Desjardins du Quebec
937
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55.2K -$1.03M -24,629 -94%
SFSIG
938
San Francisco Sentry Investment Group
California
$55K -$17.7K -422 -21%
DAM
939
Delta Asset Management
Tennessee
$55K – – –
Global Retirement Partners
940
Global Retirement Partners
California
$54K +$3.73K +89 +6%
M
941
Mirova
France
$53K -$28.6K -682 -30%
HIA
942
Harbor Investment Advisory
Maryland
$52K -$52.5K -1,252 -45%
FPB
943
First PREMIER Bank
South Dakota
$51K +$8.39K +200 +15%
Pacer Advisors
944
Pacer Advisors
Pennsylvania
$48K – – –
BWA
945
Burt Wealth Advisors
Maryland
$47K – – –
SBL
946
Sargent Bickham Lagudis
Colorado
$46K +$39.2K +934 +213%
Salem Investment Counselors
947
Salem Investment Counselors
North Carolina
$45K -$23.2K -553 -29%
MMG
948
Monetary Management Group
Missouri
$45K – – –
EFSCE
949
Enterprise Financial Services Corp (EFSC)
Missouri
$44K +$4.37K +104 +9%
FMP
950
Financial Management Professionals
Texas
$44K +$24K +572 +79%