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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
Arax Advisory Partners
951
Arax Advisory Partners
Colorado
$44K +$55.5K +1,323 New
MRCM
952
M&R Capital Management
New Jersey
$43K +$168 +4 +0.3%
CHC
953
City Holding Co
West Virginia
$41K – – –
OIA
954
Optimum Investment Advisors
Illinois
$41K – – –
GWS
955
Glassman Wealth Services
Virginia
$40K -$6.8K -162 -12%
OC
956
Oakworth Capital
Alabama
$40K – – –
CC
957
Cognios Capital
Kansas
$40K +$50.9K +1,213 New
Simon Quick Advisors
958
Simon Quick Advisors
New Jersey
$39K -$26K -619 -35%
Prime Capital Investment Advisors
959
Prime Capital Investment Advisors
Kansas
$38K -$47.5K -1,133 -50%
BWM
960
Baystate Wealth Management
Massachusetts
$38K -$8.9K -212 -16%
BCA
961
Berman Capital Advisors
Georgia
$37K -$546 -13 -1%
FHA
962
Flagship Harbor Advisors
Massachusetts
$37K +$12.6K +301 +37%
SIAS
963
Shine Investment Advisory Services
Colorado
$36K – – –
LWA
964
Lenox Wealth Advisors
New York
$36K +$7.85K +187 +21%
GSWM
965
Golden State Wealth Management
California
$36K +$44.9K +1,069 New
BWA
966
BDO Wealth Advisors
Florida
$35K – – –
VCP
967
Verus Capital Partners
Arizona
$33K +$11.1K +265 +36%
AIL
968
AGF Investments LLC
Ontario, Canada
$33K +$41.5K +990 New
MCM
969
Manchester Capital Management
Vermont
$32K – – –
MAWCM
970
Mine & Arao Wealth Creation & Management
California
$32K +$40.3K +961 New
LWM
971
Liberty Wealth Management
California
$31K -$7.85K -187 -17%
TFO
972
Tarbox Family Office
California
$31K +$10.6K +253 +38%
LC
973
Lindbrook Capital
California
$30K -$22.7K -540 -38%
AIC
974
Ameritas Investment Company
Nebraska
$29K +$35.7K +850 New
PGAM
975
Princeton Global Asset Management
New Jersey
$28K +$6.59K +157 +24%