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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
GBT
926
Grove Bank & Trust
Florida
$658K -$170K -2,470 -19%
WIC
927
Woodmont Investment Counsel
Tennessee
$656K +$153K +2,225 +27%
PP
928
Paloma Partners
Connecticut
$656K +$557K +8,083 +351%
CA
929
Capital Advantage
California
$652K +$276 +4 +0%
VEA
930
Virtus ETF Advisers
New York
$649K +$708K +10,271 New
RP
931
Riverwater Partners
Wisconsin
$648K +$707K +10,255 New
MFG
932
Monte Financial Group
Connecticut
$646K +$54.8K +794 +8%
AIM
933
Aspen Investment Management
Michigan
$644K -$683K -9,901 -49%
SIM
934
Sentry Investment Management
Wisconsin
$641K -$136K -1,975 -16%
BWM
935
BerganKDV Wealth Management
Minnesota
$641K +$44.3K +642 +7%
PO
936
Private Ocean
California
$639K -$149K -2,162 -18%
SMC
937
Smith, Moore & Co
Missouri
$635K +$62.9K +912 +10%
CAG
938
Compass Advisory Group
New York
$632K
CWM
939
Chemistry Wealth Management
New York
$631K +$30.7K +445 +5%
NLP
940
Next Level Private
New York
$631K +$689K +9,989 New
Man Group
941
Man Group
United Kingdom
$630K -$5.58M -80,895 Closed
GT
942
Glenview Trust
Kentucky
$630K +$34.1K +494 +5%
AA
943
Apriem Advisors
California
$621K
LCM
944
Logan Capital Management
Pennsylvania
$621K
ATPW
945
Ashton Thomas Private Wealth
Arizona
$619K -$418K -6,055 -38%
AWM
946
Apollon Wealth Management
South Carolina
$618K -$7.03K -102 -1%
IC
947
Inverness Counsel
New York
$614K +$27.6K +400 +4%
DWM
948
Drive Wealth Management
Utah
$611K +$667K +9,668 New
MWM
949
Meridian Wealth Management
Kentucky
$609K +$665K +9,638 New
BFM
950
Boothbay Fund Management
New York
$608K +$664K +9,627 New