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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
951
First Personal Financial Services
North Carolina
$34K +$12.8K +282 +52%
LWA
952
Lenox Wealth Advisors
New York
$33K -$10.5K -232 -22%
HT
953
Heritage Trust
Oklahoma
$33K
MSA
954
Marino Stram & Associates
Massachusetts
$33K +$5.29K +117 +17%
SMG
955
Spectrum Management Group
Indiana
$31K
LWANC
956
Laurel Wealth Advisors (North Carolina)
North Carolina
$31K +$33.9K +750 New
OIA
957
OneDigital Investment Advisors
Kansas
$30K -$90K -1,989 -73%
MPWT
958
MassMutual Private Wealth & Trust
Connecticut
$28.2K -$8.19K -181 -21%
IFAM
959
Institutional & Family Asset Management
Colorado
$28K
JCM
960
Jacobi Capital Management
Pennsylvania
$28K
TFO
961
Tarbox Family Office
California
$28K
PK
962
Pflug Koory
Nebraska
$28K +$5.43K +120 +22%
TVWM
963
Tower View Wealth Management
Wisconsin
$27K -$1.72M -37,956 -98%
PFBT
964
Parkside Financial Bank & Trust
Missouri
$26K -$90 -2 -0.3%
FC
965
Ferris Capital
Massachusetts
$25K -$12.1K -267 -30%
FMP
966
Financial Management Professionals
Texas
$24K +$5.47K +121 +27%
CFGS
967
Concourse Financial Group Securities
Alabama
$24K +$19.4K +430 +265%
FTI
968
Fiduciary Trust International
Massachusetts
$24K +$25.6K +567 New
GWS
969
Glassman Wealth Services
Virginia
$23K -$588 -13 -2%
CHP
970
Cable Hill Partners
Oregon
$23K
DAM
971
Delta Asset Management
Tennessee
$23K
EARNEST Partners
972
EARNEST Partners
Georgia
$23K
AF
973
Allworth Financial
California
$22K +$5.65K +125 +31%
GTAM
974
Global Trust Asset Management
Florida
$21K
BFC
975
Bedel Financial Consulting
Indiana
$20K