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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
FPS
976
Fieldpoint Private Securities
Connecticut
$36K -$37.7K -933 -52%
LWA
977
Lenox Wealth Advisors
New York
$34K – – –
IFAM
978
Institutional & Family Asset Management
Colorado
$34K +$323 +8 +1%
GI
979
Gradient Investments
Minnesota
$34K +$27.6K +684 +526%
TA
980
Thor Advisors
New York
$34K +$33.2K +822 New
AA
981
Advisory Alpha
Michigan
$33.8K +$38.3K +948 New
FHA
982
Flagship Harbor Advisors
Massachusetts
$33K +$24.3K +603 +303%
LWANC
983
Laurel Wealth Advisors (North Carolina)
North Carolina
$31K – – –
SMG
984
Spectrum Management Group
Indiana
$31K – – –
FCA
985
FinTrust Capital Advisors
South Carolina
$29K -$2.99K -74 -10%
PK
986
Pflug Koory
Nebraska
$29K – – –
TFA
987
Toth Financial Advisory
Virginia
$28K -$25.3K -626 -48%
JCM
988
Jacobi Capital Management
Pennsylvania
$28K – – –
SQA
989
Simon Quick Advisors
New Jersey
$28K +$1.33K +33 +5%
TFO
990
Tarbox Family Office
California
$27K -$726 -18 -3%
WPA
991
West Paces Advisors
Georgia
$26.5K +$7.87K +195 +45%
SIAS
992
Shine Investment Advisory Services
Colorado
$26K -$9.2K -228 -27%
PFBT
993
Parkside Financial Bank & Trust
Missouri
$25K -$726 -18 -3%
ED
994
Exane Derivatives
France
$24K – – –
ATC
995
Adirondack Trust Company
New York
$24K -$6.01K -149 -21%
FMII
996
Farmers & Merchants Investments Inc
Nebraska
$24K – – –
FMP
997
Financial Management Professionals
Texas
$24K – – –
BFC
998
Bedel Financial Consulting
Indiana
$23K – – –
EARNEST Partners
999
EARNEST Partners
Georgia
$23K – – –
MA
1000
MCF Advisors
Kentucky
$21K – – –