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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
951
Institutional & Family Asset Management
Colorado
$36K +$37.3K +696 New
MSA
952
Marino Stram & Associates
Massachusetts
$33K +$54 +1 +0.2%
WF
953
WealthTrust Fairport
Ohio
$33K +$33.8K +630 New
AAP
954
Arax Advisory Partners
Colorado
$31K +$27.7K +516 +600%
DAM
955
Delta Asset Management
Tennessee
$29K – – –
EARNEST Partners
956
EARNEST Partners
Georgia
$29K – – –
JCM
957
Jacobi Capital Management
Pennsylvania
$29K – – –
PFBT
958
Parkside Financial Bank & Trust
Missouri
$29K +$1.29K +24 +5%
VEA
959
Virtus ETF Advisers
New York
$28K -$7.5K -140 -21%
PCP
960
Proficio Capital Partners
Massachusetts
$28K +$2.73K +51 +11%
ADL
961
Asset Dedication LLC
California
$27K – – –
CHP
962
Cable Hill Partners
Oregon
$27K – – –
MFW
963
Mosaic Family Wealth
Missouri
$26K -$48.2K -900 -64%
PK
964
Pflug Koory
Nebraska
$26K – – –
RIA
965
RPG Investment Advisory
California
$26K – – –
CAM
966
Close Asset Management
United Kingdom
$25K – – –
AIS
967
AlphaOne Investment Services
Pennsylvania
$25K +$3K +56 +13%
BFC
968
Bedel Financial Consulting
Indiana
$25K +$25.7K +479 New
M
969
MOTCO
Texas
$24K – – –
FMP
970
Financial Management Professionals
Texas
$23K – – –
FMII
971
Farmers & Merchants Investments Inc
Nebraska
$22K – – –
GTAM
972
Global Trust Asset Management
Florida
$22K – – –
WPA
973
West Paces Advisors
Georgia
$21.7K – – –
PMFA
974
Plante Moran Financial Advisors
Michigan
$21K +$7.34K +137 +50%
WIM
975
Westside Investment Management
California
$20.7K -$2.52K -47 -10%