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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
IA
976
IFP Advisors
Florida
$204K -$89K -2,019 -32%
FIM
977
Fruth Investment Management
Texas
$204K +$190K +4,300 New
AAS
978
Avantax Advisory Services
Texas
$203K +$189K +4,277 New
PCMC
979
Private Capital Management (Colorado)
Colorado
$202K – – –
TMAM
980
Tokio Marine Asset Management
Japan
$202K +$187K +4,249 New
CWS
981
Cypress Wealth Services
California
$201K +$186K +4,219 New
JSL
982
JT Stratford LLC
Georgia
$200K -$51.2K -1,161 -22%
CB
983
Cadence Bank
Mississippi
$200K +$185K +4,206 New
FCMT
984
Founders Capital Management (Texas)
Texas
$197K – – –
PCM
985
Penserra Capital Management
California
$194K +$12.4K +281 +7%
SWA
986
Sutton Wealth Advisors
Florida
$188K -$2.42K -55 -1%
JFA
987
Johanson Financial Advisors
California
$187K +$174K +3,937 New
Acadian Asset Management
988
Acadian Asset Management
Massachusetts
$187K – – –
ONST
989
Old North State Trust
North Carolina
$187K +$43.1K +977 +33%
FGAM
990
Financial Gravity Asset Management
Texas
$183K -$28.8K -653 -18%
SMFS
991
Squar Milner Financial Services
California
$183K +$170K +3,862 New
TFS
992
TrustCore Financial Services
Tennessee
$182K – – –
KWM
993
Keebeck Wealth Management
Illinois
$176K +$163K +3,709 New
HR
994
Howe & Rusling
New York
$171K -$107K -2,422 -40%
PMFA
995
Plante Moran Financial Advisors
Michigan
$170K -$3.66K -83 -2%
PFO
996
Pathstone Family Office
New Jersey
$170K -$114K -2,576 -42%
FANJ
997
Financial Architects (New Jersey)
New Jersey
$168K +$8.82K +200 +6%
PAI
998
Pittenger & Anderson Inc
Nebraska
$164K -$2.23M -50,579 -94%
IBOK
999
Independence Bank of Kentucky
Kentucky
$162K -$128K -2,900 -46%
GLI
1000
Guardian Life Insurance
New York
$160K -$1.63K -37 -1%